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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1326
Central Bank & Trust
Kentucky
$17K -$16.6K -302 -50%
BAM
1327
Bellevue Asset Management
Washington
$17K – – –
PWMG
1328
Prestige Wealth Management Group
New Jersey
$17K – – –
CIA
1329
Cascade Investment Advisors
Oregon
$16.2K – – –
LWA
1330
Lenox Wealth Advisors
New York
$16K -$133K -2,425 -90%
GTAM
1331
Global Trust Asset Management
Florida
$15K – – –
SGAM
1332
Smith Group Asset Management
Texas
$15K +$2.19K +40 +19%
PWM
1333
Prentice Wealth Management
New York
$15K +$14.2K +259 New
FI
1334
FormulaFolio Investments
Michigan
$14K -$730K -13,320 Closed
LWM
1335
Liberty Wealth Management
California
$14K – – –
FCMT
1336
Founders Capital Management (Texas)
Texas
$13K – – –
TJHA
1337
Thomas J. Herzfeld Advisors
Florida
$13K – – –
AA
1338
Ancora Advisors
Ohio
$13K +$1.21K +22 +11%
VBCG
1339
Valley Brook Capital Group
Pennsylvania
$13K +$4.93K +90 +60%
AWM
1340
Accel Wealth Management
Iowa
$13K +$12.1K +221 New
HWM
1341
HighMark Wealth Management
Minnesota
$12K -$1.43K -26 -12%
APW
1342
Acima Private Wealth
Virginia
$12K – – –
EWM
1343
Endurance Wealth Management
Rhode Island
$12K – – –
TF
1344
Tompkins Financial
New York
$11K -$3.95K -72 -28%
SWA
1345
SOA Wealth Advisors
New York
$11K – – –
HS
1346
Horan Securities
United States
$11K +$6.52K +119 +161%
CIA
1347
CSat Investment Advisory
Michigan
$10K -$1.31K -24 -12%
NIC
1348
Northwest Investment Counselors
Oregon
$10K +$9.87K +180 New
BFC
1349
Bedel Financial Consulting
Indiana
$9K – – –
SFSIG
1350
San Francisco Sentry Investment Group
California
$9K – – –
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