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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1051
Tandem Capital Management
New Jersey
$330K +$29.5K +502 +9%
PHK
1052
Point72 Hong Kong
Hong Kong
$329K -$412K -7,012 -54%
HFP
1053
Holistic Financial Partners
Indiana
$329K +$52.6K +896 +18%
SWMG
1054
Strategic Wealth Management Group
Maryland
$328K -$21.8K -371 -6%
CF
1055
Centaurus Financial
California
$328K +$33.3K +566 +11%
AFA
1056
Arlington Financial Advisors
California
$324K – – –
AA
1057
ALPS Advisors
Colorado
$323K – – –
EIA
1058
Edgemoor Investment Advisors
Maryland
$322K -$1.82K -31 -0.5%
MHC
1059
Meyer Handelman Company
New York
$322K – – –
RTC
1060
Riverview Trust Company
Washington
$321K -$7.23K -123 -2%
HI
1061
Hudock Inc
Pennsylvania
$321K +$144K +2,457 +74%
IA
1062
IFG Advisory
Georgia
$317K -$273K -4,644 -45%
TW
1063
TrinityPoint Wealth
Connecticut
$317K – – –
MFP
1064
Meridian Financial Partners
Virginia
$316K -$2.53K -43 -0.7%
TFA
1065
Toth Financial Advisory
Virginia
$316K +$59 +1 +0%
PI
1066
Putnam Investments
Massachusetts
$314K – – –
MAG
1067
Mayfair Advisory Group
Alabama
$314K +$3.64K +62 +1%
TAM
1068
Townsend Asset Management
North Carolina
$313K -$21.1K -360 -6%
WDC
1069
Woodward Diversified Capital
California
$312K +$37.2K +633 +13%
EWM
1070
Evercore Wealth Management
New York
$311K -$730K -12,430 -69%
IA
1071
Insight Advisors
Pennsylvania
$311K -$3.52K -60 -1%
HFM
1072
Hartford Financial Management
Connecticut
$308K – – –
IF
1073
Intrua Financial
Texas
$307K +$76.4K +1,300 +33%
GB
1074
Goepper Burkhardt
South Carolina
$305K +$2.94K +50 +0.9%
PIMG
1075
Patriot Investment Management Group
Tennessee
$305K +$11.8K +201 +4%
41 42
43
44 45