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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
1301
Estabrook Capital Management
New York
$15.5K – – –
TF
1302
Tompkins Financial
New York
$15K -$23.4K -432 -61%
ADL
1303
Asset Dedication LLC
California
$15K +$13.5K +250 New
SSWG
1304
Seven Springs Wealth Group
Tennessee
$15K +$14.3K +264 New
MAM
1305
Marquette Asset Management
Minnesota
$15K +$14.6K +269 New
1W
1306
1776 Wealth
Georgia
$14K +$13.5K +250 New
LWM
1307
Lenox Wealth Management
Ohio
$13K -$2.71K -50 -18%
FCMT
1308
Founders Capital Management (Texas)
Texas
$13K – – –
MDCM
1309
Morgan Dempsey Capital Management
Wisconsin
$13K – – –
LF
1310
Lee Financial
Texas
$13K +$8.93K +165 +223%
CA
1311
CXI Advisors
Indiana
$13K +$12.3K +227 New
WCG
1312
Weaver Consulting Group
California
$12K – – –
BBA
1313
Braun-Bostich & Associates
Pennsylvania
$12K +$11.3K +208 New
APW
1314
Acima Private Wealth
Virginia
$12K +$11.5K +213 New
EWA
1315
Evolution Wealth Advisors
Florida
$11K -$11.3K -209 -51%
PO
1316
Private Ocean
California
$11K +$10.2K +189 New
ACM
1317
Anfield Capital Management
California
$11K +$11.3K +208 New
BFC
1318
Bedel Financial Consulting
Indiana
$9K – – –
PWP
1319
Personal Wealth Partners
Minnesota
$8K +$3.63K +67 +92%
LWA
1320
Lowe Wealth Advisors
Maryland
$7K – – –
SBL
1321
Sargent Bickham Lagudis
Colorado
$7K +$6.66K +123 New
TA
1322
TFG Advisers
Michigan
$7K +$6.99K +129 New
BWP
1323
Baldwin Wealth Partners
Massachusetts
$7K +$7.04K +130 +13,000%
AA
1324
Advisory Alpha
Michigan
$6.35K +$6.12K +113 New
BGIM
1325
Brandywine Global Investment Management
Pennsylvania
$6K -$33.4M -616,652 -100%
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