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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
1051
HBK Sorce Advisory
Pennsylvania
$336K +$19.8K +470 +6%
BCM
1052
Birmingham Capital Management
Alabama
$336K -$34.2K -809 -9%
LI
1053
Lafayette Investments
Maryland
$336K – – –
FNFDCM
1054
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$333K -$845 -20 -0.3%
FWM
1055
Fonville Wealth Management
Virginia
$330K +$422 +10 +0.1%
MFC
1056
Morris Financial Concepts
South Carolina
$329K – – –
CI
1057
Conning Inc
Connecticut
$328K -$4.94K -117 -2%
JIC
1058
Johnson Investment Counsel
Ohio
$326K +$15.3K +362 +5%
BFM
1059
Boothbay Fund Management
New York
$324K -$7.55M -178,778 -96%
TW
1060
TritonPoint Wealth
Maryland
$323K +$1.77K +42 +0.6%
BHPW
1061
Beverly Hills Private Wealth
California
$323K -$48.9K -1,157 -13%
GIA
1062
Gladstone Institutional Advisory
Florida
$322K +$318K +7,537 New
AWA
1063
Aaron Wealth Advisors
Illinois
$320K +$71.7K +1,698 +29%
UAG
1064
United Advisor Group
Ohio
$320K +$316K +7,474 New
AWP
1065
Ascent Wealth Partners
New York
$318K +$314K +7,438 New
CBT
1066
Central Bank & Trust
Kentucky
$317K – – –
PCS
1067
Personal CFO Solutions
New Jersey
$317K +$65.2K +1,545 +26%
SSW
1068
Stone Summit Wealth
Florida
$316K -$8.45K -200 -3%
TPA
1069
Trivium Point Advisory
Connecticut
$316K +$287K +6,792 New
HCP
1070
Hexagon Capital Partners
Arkansas
$313K +$93.2K +2,207 +43%
CCP
1071
Cassia Capital Partners
North Carolina
$313K – – –
CF
1072
Convergence Financial
Missouri
$311K -$135K -3,203 -31%
TI
1073
tru Independence
Oregon
$311K -$5.17M -122,441 -94%
MW
1074
MBL Wealth
North Carolina
$310K -$4.65K -110 -1%
PCMC
1075
Paragon Capital Management (Colorado)
Colorado
$308K +$3.46K +82 +1%
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