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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1526
Beaird Harris Wealth Management
Texas
$2.88K +$225 +5 +9%
FWM
1527
FSA Wealth Management
Massachusetts
$2.83K – – –
FFA
1528
Frazier Financial Advisors
Ohio
$2.7K – – –
LWMI
1529
Legacy Wealth Management (Idaho)
Idaho
$2.7K – – –
WWA
1530
Wealth Watch Advisors
Colorado
$2.47K +$2.44K +54 New
AIA
1531
Aventus Investment Advisors
Florida
$2.29K – – –
CAC
1532
Core Alternative Capital
Georgia
$2.29K – – –
RWM
1533
RMG Wealth Management
Wisconsin
$2.21K – – –
GA
1534
Guerra Advisors
Florida
$2.1K +$2.07K +46 New
WW
1535
Winnow Wealth
Texas
$1.89K -$192K -4,258 -99%
EWP
1536
Elevation Wealth Partners
California
$1.83K +$1.8K +40 New
Q1WB
1537
Quest 10 Wealth Builders
Virginia
$1.71K +$180 +4 +12%
TCB
1538
Texas Capital Bancshares
Texas
$1.69K +$1.67K +37 New
DAL
1539
Delta Accumulation LLC
California
$1.67K – – –
QWM
1540
Quaker Wealth Management
New Jersey
$1.65K – – –
EWM
1541
Evolution Wealth Management
Florida
$1.51K +$1.49K +33 New
TFM
1542
TFC Financial Management
Massachusetts
$1.42K – – –
WA
1543
WestEnd Advisors
North Carolina
$1.33K – – –
HIA
1544
HFM Investment Advisors
New Jersey
$1.33K +$135 +3 +12%
PWA
1545
Principia Wealth Advisory
Texas
$1.33K +$225 +5 +21%
FNWA
1546
Financial Network Wealth Advisors
Utah
$1.19K – – –
KPP
1547
Kings Path Partners
Texas
$1.14K +$1.13K +25 New
MAS
1548
MPWM Advisory Solutions
Georgia
$1.1K – – –
HFM
1549
Harvest Fund Management
China
$1K -$4.6K -102 -78%
CPG
1550
Cornerstone Planning Group
New Jersey
$720 -$7.93K -176 -96%
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