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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1626
Lodestone Wealth Management
Washington
$3.2K +$2.99K +65 New
BHWM
1627
Beaird Harris Wealth Management
Texas
$3.1K – – –
QA
1628
Quattro Advisors
Pennsylvania
$2.95K +$2.76K +60 New
AF
1629
Abound Financial
California
$2.85K +$2.67K +58 New
BGA
1630
Battery Global Advisors
Massachusetts
$2.85K +$2.67K +58 New
NL
1631
Navalign LLC
California
$2.64K +$2.49K +54 New
RWM
1632
RMG Wealth Management
Wisconsin
$2.52K – – –
AIA
1633
Aventus Investment Advisors
Florida
$2.46K – – –
RFA
1634
Reyes Financial Architecture
California
$2.46K +$2.3K +50 New
WA
1635
WestEnd Advisors
North Carolina
$2.02K +$553 +12 +41%
EWP
1636
Elevation Wealth Partners
California
$1.97K – – –
DAL
1637
Delta Accumulation LLC
California
$1.92K – – –
CCMI
1638
Creative Capital Management Investments
California
$1.92K +$1.8K +39 New
QWM
1639
Quaker Wealth Management
New Jersey
$1.77K – – –
PWA
1640
Principia Wealth Advisory
Texas
$1.67K +$230 +5 +17%
FCAS
1641
First Command Advisory Services
Texas
$1.67K +$1.38K +30 +750%
CNBT
1642
Cornerstone National Bank & Trust
Illinois
$1.67K +$1.57K +34 New
EWM
1643
Evolution Wealth Management
Florida
$1.62K – – –
LC
1644
Luminist Capital
Michigan
$1.62K +$1.52K +33 New
1CP
1645
1015 Capital Partners
Pennsylvania
$1.57K +$1.47K +32 New
TFM
1646
TFC Financial Management
Massachusetts
$1.53K – – –
HIA
1647
HFM Investment Advisors
New Jersey
$1.53K +$92 +2 +7%
FMP
1648
Financial Management Professionals
Texas
$1.53K +$1.43K +31 New
AW
1649
Ankerstar Wealth
Texas
$1.48K +$1.38K +30 New
WW
1650
Winnow Wealth
Texas
$1.45K -$553 -12 -29%
64 65
66
67 68