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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1301
Baldrige Asset Management
Pennsylvania
$18K +$18.8K +320 New
CA
1302
Crewe Advisors
Utah
$17K – – –
FI
1303
FormulaFolio Investments
Michigan
$17K +$18K +307 New
PWMG
1304
Prestige Wealth Management Group
New Jersey
$16K – – –
CIA
1305
Cascade Investment Advisors
Oregon
$15.4K – – –
GTAM
1306
Global Trust Asset Management
Florida
$14K – – –
PWM
1307
Prentice Wealth Management
New York
$14K – – –
Q
1308
QVR
California
$14K +$15K +256 New
SGAM
1309
Smith Group Asset Management
Texas
$12K -$2.47K -42 -17%
AWM
1310
Accel Wealth Management
Iowa
$12K – – –
APW
1311
Acima Private Wealth
Virginia
$12K – – –
FCMT
1312
Founders Capital Management (Texas)
Texas
$12K – – –
TJHA
1313
Thomas J. Herzfeld Advisors
Florida
$12K – – –
IF
1314
Ironwood Financial
Arizona
$12K +$4.93K +84 +67%
TC
1315
Truvestments Capital
Florida
$11K -$16.8K -286 -59%
HS
1316
Horan Securities
United States
$11K – – –
SWA
1317
SOA Wealth Advisors
New York
$11K – – –
BHWM
1318
Bay Harbor Wealth Management
Maryland
$10K -$11.9K -203 -54%
JG
1319
Jefferies Group
New York
$9.05K -$449K -7,639 -98%
BFC
1320
Bedel Financial Consulting
Indiana
$9K – – –
HCP
1321
Hexagon Capital Partners
Arkansas
$9K – – –
SFSIG
1322
San Francisco Sentry Investment Group
California
$9K – – –
BWP
1323
Baldwin Wealth Partners
Massachusetts
$7K – – –
MCM
1324
Manchester Capital Management
Vermont
$7K – – –
AIM
1325
Arcadia Investment Management
Michigan
$7K +$7.81K +133 New
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