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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1076
ARS Wealth Advisors
Florida
$277K +$266K +4,910 New
SLWS
1077
Swaine & Leidel Wealth Services
Florida
$277K +$266K +4,913 New
CSPIA
1078
Cary Street Partners Investment Advisory
Virginia
$276K +$265K +4,901 New
CA
1079
Commerzbank Aktiengesellschaft
Germany
$276K +$266K +4,906 New
XF
1080
XML Financial
Maryland
$273K +$262K +4,839 New
MCWS
1081
McKinley Carter Wealth Services
West Virginia
$273K +$262K +4,843 New
BWP
1082
Bernardo Wealth Planning
Pennsylvania
$272K +$4.06K +75 +2%
FNBT
1083
FineMark National Bank & Trust
Florida
$272K +$30.2K +557 +13%
HAG
1084
HighPoint Advisor Group
Illinois
$272K +$79.5K +1,468 +43%
MCWA
1085
Meadow Creek Wealth Advisors
Georgia
$272K +$261K +4,825 New
JLBC
1086
J.L. Bainbridge & Co
Florida
$272K +$262K +4,836 New
LWCFA
1087
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$271K +$261K +4,820 New
GAG
1088
GM Advisory Group
New York
$269K +$259K +4,785 New
LSPW
1089
Lake Street Private Wealth
Illinois
$268K +$258K +4,757 New
FMT
1090
First Mercantile Trust
Tennessee
$266K +$148K +2,733 +137%
FMWA
1091
Forvis Mazars Wealth Advisors
Missouri
$266K +$255K +4,715 New
EM
1092
Excalibur Management
Massachusetts
$266K +$255K +4,717 New
KCM
1093
Kathmere Capital Management
Pennsylvania
$266K +$256K +4,727 New
AA
1094
AlphaMark Advisors
Kentucky
$265K – – –
FHA
1095
Flagship Harbor Advisors
Massachusetts
$265K +$197K +3,630 +338%
FWCM
1096
First Western Capital Management
California
$263K – – –
MFP
1097
Meridian Financial Partners
Virginia
$263K +$11K +203 +4%
IWS
1098
Insight Wealth Strategies
California
$263K +$253K +4,665 New
RIM
1099
Reliant Investment Management
Tennessee
$263K +$253K +4,669 New
RPA
1100
Rock Point Advisors
Vermont
$259K -$7.04K -130 -3%
42 43
44
45 46