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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1301
FormulaFolio Investments
Michigan
$17K +$18K +307 New
PWMG
1302
Prestige Wealth Management Group
New Jersey
$16K – – –
MGIM
1303
M&G Investment Management
United Kingdom
$15.7K +$1.1M +18,659 +7%
CIA
1304
Cascade Investment Advisors
Oregon
$15.4K – – –
GTAM
1305
Global Trust Asset Management
Florida
$14K – – –
PWM
1306
Prentice Wealth Management
New York
$14K – – –
Q
1307
QVR
California
$14K +$15K +256 New
SGAM
1308
Smith Group Asset Management
Texas
$12K -$2.47K -42 -17%
AWM
1309
Accel Wealth Management
Iowa
$12K – – –
APW
1310
Acima Private Wealth
Virginia
$12K – – –
FCMT
1311
Founders Capital Management (Texas)
Texas
$12K – – –
TJHA
1312
Thomas J. Herzfeld Advisors
Florida
$12K – – –
IF
1313
Ironwood Financial
Arizona
$12K +$4.93K +84 +67%
TC
1314
Truvestments Capital
Florida
$11K -$16.8K -286 -59%
HS
1315
Horan Securities
United States
$11K – – –
SWA
1316
SOA Wealth Advisors
New York
$11K – – –
BHWM
1317
Bay Harbor Wealth Management
Maryland
$10K -$11.9K -203 -54%
JG
1318
Jefferies Group
New York
$9.05K -$449K -7,639 -98%
BFC
1319
Bedel Financial Consulting
Indiana
$9K – – –
HCP
1320
Hexagon Capital Partners
Arkansas
$9K – – –
SFSIG
1321
San Francisco Sentry Investment Group
California
$9K – – –
BWP
1322
Baldwin Wealth Partners
Massachusetts
$7K – – –
MCM
1323
Manchester Capital Management
Vermont
$7K – – –
AIM
1324
Arcadia Investment Management
Michigan
$7K +$7.81K +133 New
FFG
1325
Ford Financial Group
California
$7K +$8.4K +143 New
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