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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LIS
1526
Legacy Investment Solutions
Idaho
$2.54K +$2.31K +59 New
BHWM
1527
Beaird Harris Wealth Management
Texas
$2.49K -$5.67K -145 -71%
BHWM
1528
Bay Harbor Wealth Management
Maryland
$2.32K +$1.41K +36 +200%
RWM
1529
RMG Wealth Management
Wisconsin
$2.22K +$1.96K +50 New
CAC
1530
Core Alternative Capital
Georgia
$2.15K – – –
AIA
1531
Aventus Investment Advisors
Florida
$2.15K +$1.96K +50 New
PWM
1532
Parkworth Wealth Management
California
$1.89K +$1.06K +27 +159%
DAL
1533
Delta Accumulation LLC
California
$1.67K – – –
QWM
1534
Quaker Wealth Management
New Jersey
$1.55K +$1.41K +36 New
Q1WB
1535
Quest 10 Wealth Builders
Virginia
$1.44K -$39 -1 -3%
CTB
1536
Country Trust Bank
Illinois
$1.38K +$1.25K +32 New
TFM
1537
TFC Financial Management
Massachusetts
$1.33K -$1.53K -39 -56%
WA
1538
WestEnd Advisors
North Carolina
$1.25K -$352 -9 -24%
FNWA
1539
Financial Network Wealth Advisors
Utah
$1.12K – – –
HIA
1540
HFM Investment Advisors
New Jersey
$1.12K +$470 +12 +86%
WCM
1541
WealthTrak Capital Management
Virginia
$1.07K -$783 -20 -44%
MAS
1542
MPWM Advisory Solutions
Georgia
$1.03K -$15.1K -387 -94%
PWA
1543
Principia Wealth Advisory
Texas
$1.03K +$352 +9 +60%
LFA
1544
LGT Financial Advisors
Texas
$903 +$822 +21 New
YDMI
1545
Y.D. More Investments
Israel
$586 +$1.1K +28 +0.6%
FMP
1546
Financial Management Professionals
Texas
$430 -$431K -11,007 -100%
PWM
1547
Puff Wealth Management
New Jersey
$430 -$196 -5 -33%
DFA
1548
DHJJ Financial Advisors
Illinois
$430 – – –
WBC
1549
West Branch Capital
Massachusetts
$301 – – –
FCAS
1550
First Command Advisory Services
Texas
$172 -$79.2K -2,025 -100%
60 61
62
63 64