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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BA
1426
Bellwether Advisors
Nebraska
$17K – – –
PWMG
1427
Prestige Wealth Management Group
New Jersey
$17K – – –
JFA
1428
JNBA Financial Advisors
Minnesota
$17K +$13.7K +225 +357%
CIA
1429
Cascade Investment Advisors
Oregon
$16.2K – – –
TSWM
1430
Tyler-Stone Wealth Management
Ohio
$16K +$17K +279 New
MWM
1431
Mascoma Wealth Management
New Hampshire
$15K -$15.8K -259 -50%
GTAM
1432
Global Trust Asset Management
Florida
$15K – – –
MBFW
1433
Morton Brown Family Wealth
Pennsylvania
$15K +$15.5K +253 New
ODG
1434
O'Dell Group
Ohio
$14K – – –
SGAM
1435
Smith Group Asset Management
Texas
$14K +$1.22K +20 +9%
TFP
1436
Tilia Fiduciary Partners
North Carolina
$14K +$14.5K +238 New
PO
1437
Private Ocean
California
$14K +$15.1K +247 New
AWM
1438
Accel Wealth Management
Iowa
$13K – – –
FCMT
1439
Founders Capital Management (Texas)
Texas
$13K – – –
TJHA
1440
Thomas J. Herzfeld Advisors
Florida
$13K – – –
APW
1441
Acima Private Wealth
Virginia
$12K – – –
TC
1442
Truvestments Capital
Florida
$12K – – –
SC
1443
Sierra Capital
Florida
$12K +$12.4K +203 New
MG
1444
MilWealth Group
Wisconsin
$11.1K – – –
SWA
1445
SOA Wealth Advisors
New York
$11K – – –
TCWM
1446
Total Clarity Wealth Management
Illinois
$11K +$2.32K +38 +26%
NIC
1447
Northwest Investment Counselors
Oregon
$11K +$11K +180 New
AWMS
1448
Advocacy Wealth Management Services
Georgia
$10K – – –
CMA
1449
Cedar Mountain Advisors
Oregon
$10K – – –
CI Investments Inc
1450
CI Investments Inc
Ontario, Canada
$10K – – –