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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
1026
Kings Point Capital Management
New York
$92K +$56.5K +1,500 +162%
JWM
1027
Janiczek Wealth Management
Colorado
$92K +$86.8K +2,304 +2,174%
RWA
1028
Ropes Wealth Advisors
Massachusetts
$90K +$1.21K +32 +1%
VCM
1029
Versant Capital Management
Arizona
$90K +$9.08K +241 +11%
NEAM
1030
New England Asset Management
Connecticut
$89K – – –
PFGIA
1031
Patriot Financial Group Insurance Agency
Massachusetts
$89K +$5.46K +145 +7%
SBF
1032
Sara-Bay Financial
Florida
$88K +$87.4K +2,320 New
AF
1033
Arrow Financial
New York
$86K -$3.77K -100 -4%
HIA
1034
Harbor Investment Advisory
Maryland
$84K +$42.5K +1,128 +104%
NFG
1035
Next Financial Group
Texas
$82K +$81.6K +2,166 New
AWA
1036
Arkadios Wealth Advisors
Georgia
$80.3K +$640 +17 +0.9%
SCM
1037
Sirios Capital Management
Massachusetts
$80K – – –
SCM
1038
Silvant Capital Management
Georgia
$78K – – –
MCM
1039
MV Capital Management
Maryland
$76K -$6.82K -181 -8%
CI
1040
CX Institutional
Indiana
$75K -$2M -53,009 -96%
IAS
1041
IMA Advisory Services
Colorado
$75K – – –
MMG
1042
Monetary Management Group
Missouri
$70K – – –
FHC
1043
First Horizon Corporation
Tennessee
$70K +$69.5K +1,845 New
FPB
1044
First PREMIER Bank
South Dakota
$68K +$9.04K +240 +16%
BCA
1045
Berman Capital Advisors
Georgia
$67K -$19.1K -506 -22%
AF
1046
Allworth Financial
California
$66K -$5.31K -141 -7%
CYG
1047
Clean Yield Group
Vermont
$66K – – –
C
1048
Cerebellum
California
$65K -$28.4K -754 -31%
HWM
1049
Holloway Wealth Management
Florida
$65K – – –
HI
1050
Hudock Inc
Pennsylvania
$64K -$8.63K -229 -12%
40 41
42
43 44