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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1051
Gilbert & Cook
Iowa
$376K +$6.58K +150 +2%
MCM
1052
Mill Capital Management
North Carolina
$375K -$11.3K -257 -3%
CF
1053
Centaurus Financial
California
$375K -$18.6K -425 -5%
QI
1054
Qtron Investments
Massachusetts
$374K -$93.8K -2,139 -20%
FPWM
1055
FSB Premier Wealth Management
Iowa
$372K +$13.1K +299 +4%
FRM
1056
Fox Run Management
Connecticut
$369K +$376K +8,575 New
PWPS
1057
Pinnacle Wealth Planning Services
Ohio
$368K +$149K +3,392 +66%
BCM
1058
Birmingham Capital Management
Alabama
$368K – – –
PCMF
1059
Private Capital Management (Florida)
Florida
$366K +$373K +8,500 New
ACM
1060
Altrius Capital Management
North Carolina
$365K +$372K +8,486 New
RCM
1061
RNC Capital Management
California
$365K -$29.8M -679,259 -99%
SCM
1062
Shelton Capital Management
Colorado
$365K -$76.5K -1,745 -17%
FA
1063
Fortis Advisors
Pennsylvania
$364K -$78.1K -1,780 -17%
RF
1064
Rollins Financial
Georgia
$363K +$370K +8,429 New
TA
1065
TrueWealth Advisors
Alabama
$361K +$46.1K +1,052 +14%
VFP
1066
Verus Financial Partners
Virginia
$359K -$35.4K -806 -10%
FBB
1067
Fulton Breakefield Broenniman
Maryland
$359K +$366K +8,339 New
CWS
1068
Cypress Wealth Services
California
$358K +$365K +8,330 New
AWAG
1069
ARS Wealth Advisors Group
Florida
$357K +$364K +8,306 New
PIP
1070
Peachtree Investment Partners
Florida
$357K +$364K +8,298 New
SPC
1071
Sigma Planning Corp
Michigan
$357K -$76.5K -1,744 -17%
IFWM
1072
Institute for Wealth Management
Colorado
$356K -$18.9K -430 -5%
VT
1073
Vise Technologies
New York
$355K +$85.9K +1,959 +31%
NC
1074
NewSquare Capital
Pennsylvania
$355K -$5.13K -117 -1%
EGA
1075
Eagle Global Advisors
Texas
$354K -$139K -3,175 -28%
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