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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1026
Contravisory Investment Management
Massachusetts
$386K +$14K +250 +4%
AWM
1027
Apollon Wealth Management
South Carolina
$385K +$367K +6,568 New
FMLI
1028
Fukoku Mutual Life Insurance
Japan
$381K – – –
DMBA
1029
Deseret Mutual Benefit Administrators
Utah
$377K -$83.1K -1,487 -19%
AWM
1030
Affinity Wealth Management
Delaware
$376K +$350K +6,270 New
AA
1031
AlphaMark Advisors
Kentucky
$375K – – –
OAM
1032
Occidental Asset Management
California
$375K – – –
CIS
1033
Connors Investor Services
Pennsylvania
$371K – – –
HCM
1034
Hollencrest Capital Management
California
$371K +$4.25K +76 +1%
EL
1035
EMFO LLC
Florida
$370K – – –
ECM
1036
Evergreen Capital Management
Washington
$370K +$79.1K +1,415 +29%
QPWM
1037
Quadrant Private Wealth Management
Pennsylvania
$366K – – –
IA
1038
Insight Advisors
Pennsylvania
$364K -$2.29K -41 -0.7%
PCMK
1039
Paragon Capital Management (Kansas)
Kansas
$364K – – –
IA
1040
IFG Advisory
Georgia
$364K +$27.3K +488 +9%
III
1041
Independent Investors Inc
New York
$361K – – –
SB
1042
Strategic Blueprint
Georgia
$359K +$88.9K +1,591 +35%
HWA
1043
HHM Wealth Advisors
Tennessee
$358K – – –
WDC
1044
Woodward Diversified Capital
California
$358K +$26.4K +473 +8%
FH
1045
FWG Holdings
Florida
$357K +$2.52K +45 +0.7%
CSPIA
1046
Cary Street Partners Investment Advisory
Virginia
$356K -$218K -3,898 -39%
CF
1047
Centaurus Financial
California
$356K +$9.05K +162 +3%
CWP
1048
Concord Wealth Partners
Virginia
$355K -$4.17M -74,599 -92%
VC
1049
Veracity Capital
Georgia
$355K +$5.59K +100 +2%
TCM
1050
Tandem Capital Management
New Jersey
$353K +$4.75K +85 +1%
40 41
42
43 44