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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1301
Annapolis Financial Services
Maryland
$26.8K – – –
CA
1302
Crewe Advisors
Utah
$26.7K – – –
OWA
1303
Opal Wealth Advisors
New York
$25.5K -$3.29K -87 -12%
SC
1304
Steph & Co
Wisconsin
$22.1K +$1.74K +46 +9%
PFSC
1305
Peoples Financial Services Corp
Pennsylvania
$22.1K – – –
MHR
1306
Matthew Hamilton Rosenberg
$21.1K -$7.71K -204 -27%
AWM
1307
AllSquare Wealth Management
New York
$19.9K – – –
FP
1308
Financial Perspectives
Minnesota
$19.6K – – –
VWWMG
1309
Vermillion & White Wealth Management Group
Pennsylvania
$19.3K – – –
CSB
1310
City State Bank
Iowa
$17.6K – – –
CA
1311
CoreCap Advisors
Michigan
$17.4K +$8.46K +224 +100%
MAM
1312
Meeder Asset Management
Ohio
$17.3K +$2.27K +60 +16%
FLPIM
1313
F.L. Putnam Investment Management
Massachusetts
$17.3K +$16.8K +445 New
TAM
1314
Tucker Asset Management
Colorado
$17.3K +$227 +6 +1%
MBFW
1315
Morton Brown Family Wealth
Pennsylvania
$17.1K +$151 +4 +1%
FWM
1316
Focused Wealth Management
New York
$16.9K +$16.5K +436 New
WWP
1317
WR Wealth Planners
Missouri
$16.7K -$1.17K -31 -7%
ME
1318
McIlrath & Eck
Washington
$16.6K – – –
FG
1319
Fairman Group
Pennsylvania
$15.8K +$189 +5 +1%
ETC
1320
Exchange Traded Concepts
Oklahoma
$15.7K -$6.72K -178 -31%
FWA
1321
FSC Wealth Advisors
New York
$15.5K – – –
NC
1322
NewSquare Capital
Pennsylvania
$15.3K – – –
MMG
1323
Monetary Management Group
Missouri
$15.1K – – –
SA
1324
Scarborough Advisors
Maryland
$14.6K +$4.72K +125 +50%
NFSG
1325
Newbridge Financial Services Group
Florida
$14.6K -$53.5K -1,415 -79%
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