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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
701
First County Bank
Connecticut
$874K -$255K -8,116 -26%
BW
702
Bison Wealth
Georgia
$872K -$2.42K -77 -0.3%
IF
703
Intrua Financial
Texas
$871K +$23.6K +751 +3%
BP
704
Ballentine Partners
Massachusetts
$868K +$340K +10,838 +85%
HAG
705
HighPoint Advisor Group
Illinois
$865K +$722K +23,006 New
RFG
706
RFP Financial Group
Georgia
$860K -$84K -2,677 -10%
MWA
707
Midland Wealth Advisors
Illinois
$852K +$725K +23,090 New
VLC
708
Van Leeuwen & Company
New Jersey
$846K -$61.9K -1,973 -8%
IP
709
Ignite Planners
California
$842K +$705K +22,451 New
VFA
710
Valeo Financial Advisors
Indiana
$838K -$146K -4,666 -17%
VSQM
711
V-Square Quantitative Management
Illinois
$836K +$185K +5,877 +35%
CAC
712
Certified Advisory Corp
Florida
$832K -$1.22K -39 -0.2%
DEA
713
DoubleLine ETF Adviser
Florida
$825K +$57.8K +1,840 +9%
LCWP
714
Legacy Capital Wealth Partners
Arkansas
$824K +$6.25K +199 +0.9%
MCM
715
Monument Capital Management
Virginia
$823K -$30.1K -960 -4%
FSA
716
Fort Sheridan Advisors
Illinois
$822K -$204K -6,490 -23%
CPSAC
717
Chas P. Smith & Associates (CPS)
Florida
$822K +$331K +10,554 +90%
GCIM
718
Gunn & Company Investment Management
Florida
$822K +$699K +22,263 New
MWM
719
Meridian Wealth Management
Kentucky
$814K +$61.3K +1,952 +10%
CAAS
720
Capital Asset Advisory Services
Michigan
$814K +$52.6K +1,677 +8%
CA
721
Carson Advisory
Georgia
$810K +$9.89K +315 +1%
WAOTB
722
Wealth Advisors of Tampa Bay
Florida
$809K -$2.18M -69,395 -76%
MSA
723
Marino Stram & Associates
Massachusetts
$808K -$13.8K -438 -2%
CL
724
Choreo LLC
Illinois
$803K +$213K +6,789 +45%
WQ
725
Wealth Quarterback
New Jersey
$796K +$12K +382 +2%
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