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Sterling Capital Funds

Name Holding Trade Value Shares
Change
Change in
Stake
AE Wealth Management
1
AE Wealth Management
Kansas
$134M +$2.99M +117,441 +2%
Kingdom Financial Group
2
Kingdom Financial Group
Arizona
$55.5M +$10.3M +404,462 +23%
CWA Asset Management Group
3
CWA Asset Management Group
Florida
$39.7M +$3.79M +148,757 +11%
Howard Bailey Securities
4
Howard Bailey Securities
Indiana
$28.4M +$789K +30,956 +3%
Key Capital Management
5
Key Capital Management
Tennessee
$17.7M +$17.8M +698,179 New
LifeWealth Investments
6
LifeWealth Investments
Florida
$14.7M +$1.14M +44,778 +8%
Global Wealth Management Investment Advisory
7
Global Wealth Management Investment Advisory
Florida
$6.57M -$158K -6,180 -2%
FWG Investments
8
FWG Investments
Kentucky
$6.43M +$98.2K +3,851 +2%
Quest 10 Wealth Builders
9
Quest 10 Wealth Builders
Virginia
$3.08M +$366K +14,362 +13%
Centennial Advisors
10
Centennial Advisors
Texas
$2.16M +$2.17M +85,170 New
FLP Wealth Management
11
FLP Wealth Management
Arkansas
$1.95M +$523K +20,516 +36%
FSA Advisors
12
FSA Advisors
Michigan
$1.69M +$100K +3,922 +6%
Lloyd Advisory Services
13
Lloyd Advisory Services
Georgia
$1.5M -$113K -4,445 -7%
B.O.S.S. Retirement Advisors
14
B.O.S.S. Retirement Advisors
Utah
$837K -$2.63M -103,097 -76%
Decker Retirement Planning
15
Decker Retirement Planning
Utah
$747K +$1.71K +67 +0.2%
Truist Financial
16
Truist Financial
North Carolina
$526K +$239K +9,392 +83%
LifePlan Investment Advisors
17
LifePlan Investment Advisors
North Carolina
$445K +$219K +8,598 +96%
Goldman Sachs
18
Goldman Sachs
New York
$389K -$7.52M -294,938 -95%
CreativeOne Wealth
19
CreativeOne Wealth
Kansas
$308K – – –
Networth Advisors
20
Networth Advisors
Pennsylvania
$239K +$241K +9,441 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$234K -$8.41K -330 -3%
Arcadia Wealth Management (New Hampshire)
22
Arcadia Wealth Management (New Hampshire)
New Hampshire
$208K -$158K -6,188 -43%
Procyon Advisors
23
Procyon Advisors
Connecticut
$203K +$204K +8,004 New
Harbour Investments
24
Harbour Investments
Wisconsin
$44.6K +$44.8K +1,759 New
Root Financial Partners
25
Root Financial Partners
California
$24K -$47.2K -1,851 -66%