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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
1526
Cherry Tree Wealth Management
Minnesota
$3.21K – – –
ITIM
1527
Indiana Trust & Investment Management
Indiana
$3.17K -$4.46K -100 -56%
TCA
1528
Trifecta Capital Advisors
Illinois
$3.13K – – –
TFM
1529
TFC Financial Management
Massachusetts
$2.88K – – –
FAM
1530
Flaharty Asset Management
Florida
$2.84K +$3.07K +69 New
RAM
1531
Riggs Asset Management
Pennsylvania
$2.62K – – –
T
1532
Transce3nd
Texas
$2.54K -$8.2K -184 -75%
SWC
1533
Spectrum Wealth Counsel
Indiana
$2.48K – – –
FFA
1534
Frazier Financial Advisors
Ohio
$2.43K – – –
LWMI
1535
Legacy Wealth Management (Idaho)
Idaho
$2.43K – – –
AF
1536
Abound Financial
California
$2.39K +$2.58K +58 New
CAWM
1537
Capital A Wealth Management
Pennsylvania
$2.35K +$980 +22 +63%
CAC
1538
Core Alternative Capital
Georgia
$2.06K -$2.41K -54 -52%
WCM
1539
WealthTrak Capital Management
Virginia
$1.85K +$1.56K +35 +350%
DAL
1540
Delta Accumulation LLC
California
$1.67K -$682K -15,300 -100%
WW
1541
Winnow Wealth
Texas
$1.65K +$624 +14 +52%
WA
1542
WestEnd Advisors
North Carolina
$1.56K +$1.11K +25 +192%
Q1WB
1543
Quest 10 Wealth Builders
Virginia
$1.41K -$62.8K -1,409 -98%
OP
1544
ORG Partners
Indiana
$1.31K -$5.43K -122 -79%
FNWA
1545
Financial Network Wealth Advisors
Utah
$1.07K +$1.16K +26 New
BHWM
1546
Bay Harbor Wealth Management
Maryland
$740 +$802 +18 New
PWM
1547
Parkworth Wealth Management
California
$700 +$178 +4 +31%
BMC
1548
Bear Mountain Capital
Washington
$682 +$802 +18 New
PWM
1549
Puff Wealth Management
New Jersey
$623 +$668 +15 New
OCM
1550
Osterweis Capital Management
California
$617 +$668 +15 New
60 61
62
63 64