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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
1426
Tarbox Family Office
California
$21K – – –
MWM
1427
Mascoma Wealth Management
New Hampshire
$21K +$6.49K +105 +41%
LPP
1428
Life Planning Partners
Florida
$20K – – –
PSB
1429
Piscataqua Savings Bank
New Hampshire
$20K – – –
BLC
1430
Brown, Lisle/Cummings
Rhode Island
$19.6K – – –
GCA
1431
Greenwood Capital Associates
South Carolina
$19K -$1.56M -25,300 -99%
GWSG
1432
GPS Wealth Strategies Group
Colorado
$19K – – –
PK
1433
Pflug Koory
Nebraska
$19K – – –
WB
1434
Webster Bank
Connecticut
$19K – – –
BWM
1435
Baystate Wealth Management
Massachusetts
$19K +$124 +2 +0.6%
CYG
1436
Clean Yield Group
Vermont
$18K -$117K -1,889 -86%
BAM
1437
Baldrige Asset Management
Pennsylvania
$18K – – –
UAML
1438
US Asset Management LLC
Pennsylvania
$18K +$19.8K +320 New
WWP
1439
WR Wealth Planners
Missouri
$17.9K +$19.5K +316 New
CWM
1440
Cranbrook Wealth Management
Michigan
$17K – – –
PWMG
1441
Prestige Wealth Management Group
New Jersey
$17K – – –
BA
1442
Bellwether Advisors
Nebraska
$16K – – –
CIA
1443
Cascade Investment Advisors
Oregon
$15.7K – – –
SC
1444
Schubert & Co
Texas
$15K +$14.2K +230 +676%
DWA
1445
Delos Wealth Advisors
Texas
$14K -$16.7K -270 -52%
TSWM
1446
Tyler-Stone Wealth Management
Ohio
$14K -$1.79K -29 -10%
GTAM
1447
Global Trust Asset Management
Florida
$14K – – –
PO
1448
Private Ocean
California
$14K +$62 +1 +0.4%
MBFW
1449
Morton Brown Family Wealth
Pennsylvania
$14K +$124 +2 +0.8%
MGIM
1450
M&G Investment Management
United Kingdom
$13.6K -$10.2M -165,195 -41%
56 57
58
59 60