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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1026
BerganKDV Wealth Management
Minnesota
$66K – – –
PA
1027
Procyon Advisors
Connecticut
$64K +$12.5K +265 +15%
HI
1028
Hudock Inc
Pennsylvania
$64K +$77.1K +1,630 +350%
VCM
1029
Versant Capital Management
Arizona
$63K -$5.01K -106 -5%
SCM
1030
Silvant Capital Management
Georgia
$63K – – –
FRA
1031
Front Row Advisors
California
$61K +$3.55K +75 +5%
AF
1032
Allworth Financial
California
$61K +$5.34K +113 +6%
IAS
1033
IMA Advisory Services
Colorado
$60K – – –
AWA
1034
Arkadios Wealth Advisors
Georgia
$58.5K +$16.4K +347 +22%
NFG
1035
Next Financial Group
Texas
$57K +$7K +148 +9%
WQ
1036
Wealth Quarterback
New Jersey
$55.8K -$10.3K -217 -11%
EDRH
1037
Edmond de Rothschild Holding
Switzerland
$55K +$10.2K +215 +14%
MHR
1038
Matthew Hamilton Rosenberg
$55K +$83.7K +1,769 New
CYG
1039
Clean Yield Group
Vermont
$53K -$13.5K -285 -14%
HWM
1040
Holloway Wealth Management
Florida
$53K – – –
CFD
1041
Creative Financial Designs
Indiana
$50K – – –
SQA
1042
Simon Quick Advisors
New Jersey
$48K -$9.46K -200 -11%
KIG
1043
Kessler Investment Group
Indiana
$48K -$520 -11 -0.7%
CFO
1044
CVA Family Office
Colorado
$46K +$70.7K +1,495 New
MIM
1045
Macroview Investment Management
Maryland
$45K +$2.93K +62 +4%
HR
1046
Howe & Rusling
New York
$44K -$2.16M -45,730 -97%
CWP
1047
CFM Wealth Partners
Texas
$43K -$16.1K -340 -19%
DI
1048
Disciplined Investments
Oklahoma
$43K – – –
CFG
1049
CKW Financial Group
Hawaii
$43K +$4.73K +100 +7%
KPCM
1050
Kings Point Capital Management
New York
$41K – – –
40 41
42
43 44