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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1051
Aprio Wealth Management
Georgia
$281K -$39.9K -1,272 -14%
HIGP
1052
Hill Investment Group Partners
Missouri
$279K -$159K -5,056 -40%
FMP
1053
Financial Management Professionals
Texas
$279K +$64.6K +2,059 +37%
DE
1054
Day & Ennis
Georgia
$278K +$9.76K +311 +4%
WC
1055
Waterloo Capital
Texas
$278K +$236K +7,519 New
SIC
1056
Samalin Investment Counsel
New York
$277K -$4.3K -137 -2%
MFP
1057
Meridian Financial Partners
Virginia
$275K +$240K +7,643 New
RIA
1058
Realta Investment Advisors
Delaware
$275K -$45.8K -1,460 -16%
VWM
1059
Venturi Wealth Management
Texas
$273K +$112K +3,572 +94%
GI
1060
GAMMA Investing
California
$272K +$230K +7,328 New
SIG
1061
Stonegate Investment Group
Alabama
$270K +$230K +7,315 New
LA
1062
LexAurum Advisors
Kansas
$270K -$53.4K -1,700 -19%
SWM
1063
Selective Wealth Management
Virginia
$270K -$23.6K -753 -9%
MFC
1064
Morris Financial Concepts
South Carolina
$269K – – –
BAM
1065
Belpointe Asset Management
Nevada
$267K +$227K +7,245 New
FH
1066
FWG Holdings
Florida
$266K +$220K +7,010 New
SWM
1067
Sugarloaf Wealth Management
Georgia
$265K +$52.2K +1,662 +30%
MPIA
1068
Mountain Pacific Investment Advisers
Idaho
$265K – – –
RCM
1069
Radnor Capital Management
Pennsylvania
$263K -$50.3K -1,601 -18%
WCA
1070
Westover Capital Advisors
Delaware
$261K +$126 +4 +0.1%
LWM
1071
LongView Wealth Management
Georgia
$260K +$216K +6,892 New
PIM
1072
Provident Investment Management
Michigan
$259K +$221K +7,025 New
MM
1073
MQS Management
New York
$258K +$219K +6,990 New
VF
1074
Virtu Financial
New York
$257K +$218K +6,954 New
AWM
1075
Avaii Wealth Management
Wisconsin
$255K -$37.3K -1,189 -15%
41 42
43
44 45