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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1001
AlphaStar Capital Management
North Carolina
$321K +$273K +8,708 New
SCM
1002
Shelton Capital Management
Colorado
$321K +$6.94K +221 +3%
JIC
1003
Johnson Investment Counsel
Ohio
$320K +$38K +1,211 +16%
FMLI
1004
Fukoku Mutual Life Insurance
Japan
$320K – – –
SC
1005
Searle & Co
Connecticut
$319K +$271K +8,644 New
CT
1006
Caldwell Trust
Florida
$318K -$19.4K -619 -7%
GIS
1007
Grayhawk Investment Strategies
Alberta, Canada
$317K +$269K +8,583 New
CWM
1008
Congress Wealth Management
Massachusetts
$316K +$269K +8,563 New
IA
1009
IFP Advisors
Florida
$315K -$30.3K -965 -10%
BCM
1010
Birmingham Capital Management
Alabama
$315K – – –
BW
1011
BIP Wealth
Georgia
$315K -$19.3K -614 -7%
CH
1012
Canton Hathaway
Rhode Island
$314K – – –
LAM
1013
LECAP Asset Management
United Kingdom
$314K +$267K +8,501 New
SPC
1014
Sigma Planning Corp
Michigan
$313K -$100K -3,184 -27%
MCC
1015
Malaga Cove Capital
California
$312K – – –
CIM
1016
CIM Investment Management
Pennsylvania
$311K – – –
IFWM
1017
Institute for Wealth Management
Colorado
$311K -$8.98K -286 -3%
SSW
1018
Stone Summit Wealth
Florida
$310K -$50.2K -1,600 -16%
CTC
1019
Central Trust Company
Missouri
$310K -$128K -4,085 -33%
GM
1020
GeoWealth Management
Illinois
$310K +$220K +7,017 +517%
PWM
1021
Perigon Wealth Management
California
$310K +$19.6K +625 +8%
EWA
1022
EP Wealth Advisors
California
$308K +$3.92K +125 +2%
PWMAG
1023
Pinnacle Wealth Management Advisory Group
New Jersey
$307K +$261K +8,328 New
CWS
1024
Cypress Wealth Services
California
$307K -$27K -860 -9%
SC
1025
Sapient Capital
Indiana
$305K +$260K +8,266 New
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