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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
701
Beacon Pointe Advisors
California
$824K -$723K -19,142 -47%
ACM
702
AlphaStar Capital Management
North Carolina
$820K -$6.5K -172 -0.8%
PCC
703
Park Circle Company
Maryland
$813K – – –
CFB
704
Cullen/Frost Bankers
Texas
$808K -$170K -4,488 -18%
FSA
705
Fort Sheridan Advisors
Illinois
$808K -$56K -1,483 -7%
FHA
706
First Horizon Advisors
Tennessee
$807K +$22.5K +595 +3%
CCA
707
Cravens & Co Advisors
Tennessee
$804K +$38 +1 +0%
VFA
708
Valeo Financial Advisors
Indiana
$803K -$78.5K -2,078 -9%
CA
709
Cornerstone Advisors
North Carolina
$800K -$1.15M -30,500 -60%
KWA
710
Kingswood Wealth Advisors
California
$799K +$326K +8,626 +72%
EGM
711
Engineers Gate Manager
New York
$798K -$2.89M -76,457 -79%
ACA
712
Aptus Capital Advisors
Alabama
$798K -$1.13M -29,996 -59%
MCWS
713
McKinley Carter Wealth Services
West Virginia
$793K -$87.7K -2,322 -10%
CA
714
Cornerstone Advisory
Maryland
$791K +$26.7K +708 +4%
LA
715
LVW Advisors
New York
$784K -$56.2K -1,489 -7%
MWA
716
Midland Wealth Advisors
Illinois
$780K -$74.5K -1,971 -9%
LIM
717
Leavell Investment Management
Alabama
$774K -$86.5K -2,289 -10%
SFI
718
Siemens Fonds Invest
Germany
$773K +$16.3K +432 +2%
TIA
719
Trust Investment Advisors
Indiana
$773K +$32.9K +872 +5%
FOFP
720
Fee-Only Financial Planning
South Carolina
$772K -$4.99K -132 -0.7%
LGA
721
Lebenthal Global Advisors
New York
$767K -$680 -18 -0.1%
IPW
722
Impact Partnership Wealth
Georgia
$760K +$82.2K +2,175 +13%
HAG
723
HF Advisory Group
Maryland
$757K +$337K +8,934 +85%
SPC
724
Sigma Planning Corp
Michigan
$752K +$147K +3,885 +25%
TTWM
725
TCV Trust & Wealth Management
Virginia
$752K +$7.55K +200 +1%
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