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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACL
801
Applied Capital LLC
Florida
$656K +$28.1K +644 +3%
LFA
802
Legacy Financial Advisors
Kentucky
$650K -$16.9K -387 -2%
GCC
803
Game Creek Capital
Massachusetts
$648K -$164K -3,750 -16%
AT
804
American Trust
Kentucky
$645K -$124K -2,838 -13%
GA
805
Greenspring Advisors
Maryland
$644K +$10.1K +231 +1%
IMOV
806
Investment Management of Virginia
Virginia
$643K +$7.86K +180 +1%
PMG
807
ProVise Management Group
Florida
$637K +$88K +2,016 +12%
CL
808
CSS LLC
Illinois
$635K – – –
SWM
809
Spire Wealth Management
Virginia
$633K +$423K +9,681 +109%
LIM
810
Loudon Investment Management
New Hampshire
$633K +$497K +11,383 +159%
FHC
811
First Heartland Consultants
Missouri
$632K +$809K +18,522 New
WQ
812
Wealth Quarterback
New Jersey
$632K +$49.4K +1,132 +7%
SCA
813
STALEY CAPITAL ADVISERS
Pennsylvania
$631K +$808K +18,500 New
ROC
814
River Oaks Capital
Minnesota
$631K +$808K +18,500 New
EWM
815
EPG Wealth Management
Georgia
$630K +$273K +6,260 +51%
GHA
816
GW Henssler & Associates
Georgia
$628K -$58.6K -1,343 -7%
BW
817
Bison Wealth
Georgia
$624K +$142K +3,242 +16%
MAM
818
Montchanin Asset Management
Delaware
$623K +$100K +2,300 +14%
FCM
819
Fourpath Capital Management
Oklahoma
$620K +$165K +3,789 +26%
MGIA
820
Moneta Group Investment Advisors
Missouri
$616K -$4.98M -114,043 -86%
HH
821
Hilltop Holdings
Texas
$613K +$61.1K +1,399 +8%
WI
822
WBI Investments
New Jersey
$611K -$185K -4,245 -19%
BAM
823
Belpointe Asset Management
Nevada
$610K +$266K +6,103 +52%
BTW
824
Boston Trust Walden
Massachusetts
$608K -$61.1K -1,399 -7%
CA
825
Carson Advisory
Georgia
$598K +$435K +9,970 +132%
31 32
33
34 35