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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
776
Summit Financial Group
West Virginia
$919K +$19.7K +450 +2%
SWM
777
Scissortail Wealth Management
Oklahoma
$915K +$830K +18,920 New
PPC
778
Park Place Capital
Alabama
$914K +$932K +21,251 New
MA
779
Mutual Advisors
Nebraska
$911K -$2.28K -52 -0.2%
SFP
780
Shepherd Financial Partners
Massachusetts
$907K +$3.9K +89 +0.4%
MSA
781
Marino Stram & Associates
Massachusetts
$896K +$10.4K +238 +1%
PA
782
Procyon Advisors
Connecticut
$895K +$368K +8,379 +67%
FTDI
783
First Trust Direct Indexing
Massachusetts
$894K -$86K -1,961 -9%
AWM
784
Aprio Wealth Management
Georgia
$883K -$34.9K -796 -4%
BIA
785
BHK Investment Advisors
Alabama
$879K -$38.4K -876 -4%
IAIM
786
Industrial Alliance Investment Management
Quebec, Canada
$877K – – –
FBT
787
First Bankers Trust
Kentucky
$874K -$42.1K -960 -5%
GCM
788
Galibier Capital Management
Ontario, Canada
$871K +$224K +5,100 +34%
MCCP
789
Mission Creek Capital Partners
California
$871K -$43.3K -986 -5%
OFG
790
OmniStar Financial Group
North Carolina
$870K +$833 +19 +0.1%
MA
791
MAS Advisors
Florida
$868K – – –
WIC
792
Woodmont Investment Counsel
Tennessee
$866K +$3.64K +83 +0.4%
DI
793
DFPG Investments
Utah
$865K +$416K +9,481 +103%
FL
794
Fourthstone LLC
Missouri
$865K -$175K -4,000 -17%
TF
795
TIAA FSB
Florida
$865K -$79K -1,802 -8%
FOFP
796
Fee-Only Financial Planning
South Carolina
$861K +$878K +20,014 New
NSB
797
Norway Savings Bank
Maine
$861K +$70K +1,595 +9%
CA
798
Clearstead Advisors
Ohio
$860K -$4.21K -96 -0.5%
OIA
799
OneDigital Investment Advisors
Kansas
$858K +$94.2K +2,147 +12%
FIA
800
Foundations Investment Advisors
Arizona
$856K +$553K +12,600 +173%
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