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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IWMWV
1526
Ironwood Wealth Management (West Virginia)
West Virginia
$18.7K +$18.3K +370 New
EDRH
1527
Edmond de Rothschild Holding
Switzerland
$18.5K – – –
OCM
1528
Orion Capital Management
California
$18.1K +$198 +4 +1%
FG
1529
Fairman Group
Pennsylvania
$18K +$198 +4 +1%
OAJ
1530
Ogorek Anthony Joseph
New York
$18K -$4.2K -85 -18%
AP
1531
Aspect Partners
Virginia
$17.9K – – –
MMG
1532
Monetary Management Group
Missouri
$17.8K – – –
PF
1533
PlanVest Financial
Maryland
$17.4K +$18.7K +379 New
BW
1534
Basepoint Wealth
Iowa
$17.4K +$49 +1 +0.3%
C
1535
Covestor
United Kingdom
$17K -$12.9K -262 -41%
PB
1536
Pinnacle Bancorp
Nebraska
$16.8K -$19.5K -394 -52%
PWMG
1537
Prestige Wealth Management Group
New Jersey
$16.7K – – –
SWP
1538
Strategic Wealth Partners
Ohio
$16.6K – – –
PSB
1539
Piscataqua Savings Bank
New Hampshire
$16.5K – – –
HDIM
1540
Hanson & Doremus Investment Management
Vermont
$16K – – –
CPG
1541
Cornerstone Planning Group
New Jersey
$15.4K +$4.94K +100 +48%
WPA
1542
Wealth Preservation Advisors
Tennessee
$15.1K -$16K -323 -50%
VWA
1543
Valued Wealth Advisors
Utah
$14.7K +$1.68K +34 +12%
AAG
1544
Armstrong Advisory Group
Massachusetts
$14.7K – – –
CMA
1545
Cedar Mountain Advisors
Oregon
$14.3K +$5.04K +102 +49%
SC
1546
Solstein Capital
California
$14.3K – – –
SSG
1547
Summit Securities Group
New York
$14.1K -$1.16M -23,510 -99%
CT
1548
Coastline Trust
Rhode Island
$13.8K – – –
OW
1549
Olistico Wealth
Oklahoma
$13.8K – – –
AW
1550
Avion Wealth
Texas
$13K +$1.78K +36 +14%
60 61
62
63 64