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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1326
Cascade Investment Advisors
Oregon
$16.2K – – –
LWA
1327
Lenox Wealth Advisors
New York
$16K -$133K -2,425 -90%
MGIM
1328
M&G Investment Management
United Kingdom
$15.2K -$6.64M -121,168 -32%
GTAM
1329
Global Trust Asset Management
Florida
$15K – – –
SGAM
1330
Smith Group Asset Management
Texas
$15K +$2.19K +40 +19%
PWM
1331
Prentice Wealth Management
New York
$15K +$14.2K +259 New
FI
1332
FormulaFolio Investments
Michigan
$14K -$730K -13,320 Closed
LWM
1333
Liberty Wealth Management
California
$14K – – –
FCMT
1334
Founders Capital Management (Texas)
Texas
$13K – – –
TJHA
1335
Thomas J. Herzfeld Advisors
Florida
$13K – – –
AA
1336
Ancora Advisors
Ohio
$13K +$1.21K +22 +11%
VBCG
1337
Valley Brook Capital Group
Pennsylvania
$13K +$4.93K +90 +60%
AWM
1338
Accel Wealth Management
Iowa
$13K +$12.1K +221 New
HWM
1339
HighMark Wealth Management
Minnesota
$12K -$1.43K -26 -12%
APW
1340
Acima Private Wealth
Virginia
$12K – – –
EWM
1341
Endurance Wealth Management
Rhode Island
$12K – – –
TF
1342
Tompkins Financial
New York
$11K -$3.95K -72 -28%
SWA
1343
SOA Wealth Advisors
New York
$11K – – –
HS
1344
Horan Securities
United States
$11K +$6.52K +119 +161%
CIA
1345
CSat Investment Advisory
Michigan
$10K -$1.31K -24 -12%
NIC
1346
Northwest Investment Counselors
Oregon
$10K +$9.87K +180 New
BFC
1347
Bedel Financial Consulting
Indiana
$9K – – –
SFSIG
1348
San Francisco Sentry Investment Group
California
$9K – – –
WCM
1349
Wealthcare Capital Management
Virginia
$9K +$8.77K +160 New
HCP
1350
Hexagon Capital Partners
Arkansas
$9K +$9.04K +165 New
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