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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
851
Ethic Inc
New York
$605K +$581K +10,739 New
ATPW
852
Ashton Thomas Private Wealth
Arizona
$604K +$581K +10,723 New
SVWAG
853
Sound View Wealth Advisors Group
Georgia
$601K +$160K +2,959 +38%
CT
854
Cambridge Trust
Massachusetts
$597K +$192K +3,542 +50%
FA
855
FMA Advisory
Pennsylvania
$595K +$182K +3,361 +47%
GLA
856
Good Life Advisors
Pennsylvania
$589K +$107K +1,968 +23%
ISWM
857
Independent Solutions Wealth Management
New York
$587K +$564K +10,421 New
GT
858
Greenleaf Trust
Michigan
$585K +$311K +5,737 +123%
GRQ
859
Gardner Russo & Quinn
Pennsylvania
$580K +$2.33K +43 +0.4%
SXL
860
Summit X LLC
Missouri
$578K +$39.8K +735 +8%
MAFM
861
Mid Atlantic Financial Management
Pennsylvania
$576K +$28.5K +526 +5%
AL
862
Aspiriant LLC
California
$576K +$243K +4,486 +78%
RG
863
Retirement Group
California
$573K +$551K +10,174 New
XWM
864
Xcel Wealth Management
Florida
$573K +$551K +10,181 New
MFG
865
Magnus Financial Group
New York
$572K +$550K +10,161 New
SBSB
866
Sullivan, Bruyette, Speros & Blaney
Virginia
$571K -$207K -3,827 -27%
MLL
867
Moody Lynn & Lieberson
Massachusetts
$571K +$7.91K +146 +1%
APG
868
Abacus Planning Group
South Carolina
$569K +$129K +2,391 +31%
SPC
869
Sigma Planning Corp
Michigan
$569K +$547K +10,102 New
FG
870
Fiduciary Group
Georgia
$568K +$546K +10,086 New
CG
871
Caprock Group
Idaho
$566K +$140K +2,581 +35%
CFG
872
Citizens Financial Group
Rhode Island
$566K +$473K +8,744 +673%
BHWM
873
Bay Harbor Wealth Management
Maryland
$565K +$528K +9,755 +3,484%
RHBC
874
R.H. Bluestein & Co
Michigan
$565K +$543K +10,035 New
LIM
875
Loudon Investment Management
New Hampshire
$562K +$4.06K +75 +0.8%
33 34
35
36 37