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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FPWM
1051
FSB Premier Wealth Management
Iowa
$372K +$13.1K +299 +4%
FRM
1052
Fox Run Management
Connecticut
$369K +$376K +8,575 New
PWPS
1053
Pinnacle Wealth Planning Services
Ohio
$368K +$149K +3,392 +66%
BCM
1054
Birmingham Capital Management
Alabama
$368K – – –
PCMF
1055
Private Capital Management (Florida)
Florida
$366K +$373K +8,500 New
ACM
1056
Altrius Capital Management
North Carolina
$365K +$372K +8,486 New
RCM
1057
RNC Capital Management
California
$365K -$29.8M -679,259 -99%
SCM
1058
Shelton Capital Management
Colorado
$365K -$76.5K -1,745 -17%
FA
1059
Fortis Advisors
Pennsylvania
$364K -$78.1K -1,780 -17%
RF
1060
Rollins Financial
Georgia
$363K +$370K +8,429 New
TA
1061
TrueWealth Advisors
Alabama
$361K +$46.1K +1,052 +14%
VFP
1062
Verus Financial Partners
Virginia
$359K -$35.4K -806 -10%
FBB
1063
Fulton Breakefield Broenniman
Maryland
$359K +$366K +8,339 New
CWS
1064
Cypress Wealth Services
California
$358K +$365K +8,330 New
AWAG
1065
ARS Wealth Advisors Group
Florida
$357K +$364K +8,306 New
PIP
1066
Peachtree Investment Partners
Florida
$357K +$364K +8,298 New
SPC
1067
Sigma Planning Corp
Michigan
$357K -$76.5K -1,744 -17%
IFWM
1068
Institute for Wealth Management
Colorado
$356K -$18.9K -430 -5%
VT
1069
Vise Technologies
New York
$355K +$85.9K +1,959 +31%
NC
1070
NewSquare Capital
Pennsylvania
$355K -$5.13K -117 -1%
EGA
1071
Eagle Global Advisors
Texas
$354K -$139K -3,175 -28%
QCG
1072
Quadrant Capital Group
Ohio
$354K -$24.8K -565 -6%
AAS
1073
Ameritas Advisory Services
Nebraska
$353K +$79.4K +1,810 +28%
PCOC
1074
Power Corp of Canada
Canada
$352K – – –
CIM
1075
CIM Investment Management
Pennsylvania
$351K -$10.6K -241 -3%
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43
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