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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
1301
Global Wealth Management Investment Advisory
Florida
$35K -$150K -2,687 -82%
MHR
1302
Matthew Hamilton Rosenberg
$35K +$56 +1 +0.2%
RVM
1303
Robinson Value Management
Texas
$34K +$32.8K +587 New
EWM
1304
Edge Wealth Management
New York
$33K – – –
CBT
1305
CoreFirst Bank & Trust
Kansas
$32K – – –
PFSC
1306
Peoples Financial Services Corp
Pennsylvania
$32K – – –
MWM
1307
Mascoma Wealth Management
New Hampshire
$30K +$28.9K +518 New
FP
1308
Financial Perspectives
Minnesota
$29.6K – – –
CA
1309
Crewe Advisors
Utah
$29K +$10.4K +187 +61%
TVWM
1310
Tower View Wealth Management
Wisconsin
$29K +$27.9K +500 New
ME
1311
McIlrath & Eck
Washington
$28K – – –
AA
1312
Ancora Advisors
Ohio
$27K -$4.53K -81 -15%
EBA
1313
Eagle Bay Advisors
New York
$25K -$20.5K -367 -47%
CWM
1314
Cranbrook Wealth Management
Michigan
$25K +$3.19K +57 +15%
PSB
1315
Piscataqua Savings Bank
New Hampshire
$23K – – –
RA
1316
Resolute Advisors
California
$22K – – –
TFO
1317
Tarbox Family Office
California
$22K – – –
WB
1318
Webster Bank
Connecticut
$21K +$1.45K +26 +8%
BIA
1319
Bell Investment Advisors
California
$21K +$20.1K +359 New
PK
1320
Pflug Koory
Nebraska
$20K – – –
BAM
1321
Baldrige Asset Management
Pennsylvania
$19K – – –
BWM
1322
Baystate Wealth Management
Massachusetts
$19K +$168 +3 +0.9%
UAML
1323
US Asset Management LLC
Pennsylvania
$19K +$17.9K +320 New
AIC
1324
Archer Investment Corporation
Indiana
$18.3K +$17.4K +312 New
VCM
1325
Vigilant Capital Management
Maine
$18K +$13.4K +239 +368%
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