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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1301
Sound Income Strategies
Florida
$17K +$16.5K +304 New
PCA
1302
Providence Capital Advisors
North Carolina
$16K +$8.5K +157 +118%
CIA
1303
Cascade Investment Advisors
Oregon
$15.6K – – –
ECM
1304
Estabrook Capital Management
New York
$15.5K – – –
TF
1305
Tompkins Financial
New York
$15K -$23.4K -432 -61%
ADL
1306
Asset Dedication LLC
California
$15K +$13.5K +250 New
SSWG
1307
Seven Springs Wealth Group
Tennessee
$15K +$14.3K +264 New
MAM
1308
Marquette Asset Management
Minnesota
$15K +$14.6K +269 New
1W
1309
1776 Wealth
Georgia
$14K +$13.5K +250 New
LWM
1310
Lenox Wealth Management
Ohio
$13K -$2.71K -50 -18%
FCMT
1311
Founders Capital Management (Texas)
Texas
$13K – – –
MDCM
1312
Morgan Dempsey Capital Management
Wisconsin
$13K – – –
LF
1313
Lee Financial
Texas
$13K +$8.93K +165 +223%
CA
1314
CXI Advisors
Indiana
$13K +$12.3K +227 New
WCG
1315
Weaver Consulting Group
California
$12K – – –
BBA
1316
Braun-Bostich & Associates
Pennsylvania
$12K +$11.3K +208 New
APW
1317
Acima Private Wealth
Virginia
$12K +$11.5K +213 New
EWA
1318
Evolution Wealth Advisors
Florida
$11K -$11.3K -209 -51%
PO
1319
Private Ocean
California
$11K +$10.2K +189 New
ACM
1320
Anfield Capital Management
California
$11K +$11.3K +208 New
BFC
1321
Bedel Financial Consulting
Indiana
$9K – – –
PWP
1322
Personal Wealth Partners
Minnesota
$8K +$3.63K +67 +92%
LWA
1323
Lowe Wealth Advisors
Maryland
$7K – – –
SBL
1324
Sargent Bickham Lagudis
Colorado
$7K +$6.66K +123 New
TA
1325
TFG Advisers
Michigan
$7K +$6.99K +129 New
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