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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TDB
1051
Thompson David Blair
$464K +$458K +9,319 New
DWP
1052
Daymark Wealth Partners
Ohio
$461K -$119K -2,415 -21%
MIM
1053
MTM Investment Management
South Carolina
$460K +$689 +14 +0.2%
LP
1054
LMR Partners
United Kingdom
$459K +$454K +9,223 New
ECA
1055
Elevated Capital Advisors
Utah
$459K -$488K -9,918 -52%
WC
1056
Whitney & Co
New York
$457K -$29K -590 -6%
GIP
1057
Greatmark Investment Partners
Georgia
$457K -$9.05K -184 -2%
CIA
1058
Cape Investment Advisory
Georgia
$455K -$39.7K -807 -8%
PL
1059
Parthenon LLC
Kentucky
$454K – – –
AWAG
1060
ARS Wealth Advisors Group
Florida
$454K +$120K +2,440 +37%
CCG
1061
Cypress Capital Group
Florida
$452K – – –
FCP
1062
Fidelis Capital Partners
Florida
$452K +$182K +3,708 +69%
PIMG
1063
Patriot Investment Management Group
Tennessee
$451K – – –
LCWP
1064
Legacy Capital Wealth Partners
Arkansas
$450K -$411K -8,345 -48%
HPM
1065
Hoxton Planning & Management
West Virginia
$449K -$173K -3,510 -28%
SH
1066
SLT Holdings
Arizona
$448K -$107K -2,172 -19%
TBA
1067
Tower Bridge Advisors
Pennsylvania
$448K -$59K -1,200 -12%
RW
1068
Rede Wealth
Virginia
$447K +$148 +3 +0%
BWM
1069
BankPlus Wealth Management
Mississippi
$447K +$15.1K +306 +4%
RF
1070
Roxbury Financial
New Jersey
$444K +$3.25K +66 +0.7%
FA
1071
Fiducient Advisors
Illinois
$444K – – –
BCWM
1072
Bartlett & Co Wealth Management
Ohio
$444K +$10.4K +211 +2%
WIM
1073
Walsky Investment Management
Pennsylvania
$443K – – –
QPWM
1074
Quadrant Private Wealth Management
Pennsylvania
$442K -$8.71K -177 -2%
SB
1075
Strategic Blueprint
Georgia
$440K +$1.43K +29 +0.3%
41 42
43
44 45