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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
1076
Holistic Financial Partners
Indiana
$223K +$211K +4,651 New
BAM
1077
Berkshire Asset Management
Pennsylvania
$222K +$210K +4,629 New
AA
1078
AlphaMark Advisors
Kentucky
$221K -$4.84K -107 -2%
EM
1079
Excalibur Management
Massachusetts
$220K +$208K +4,593 New
RPA
1080
Rock Point Advisors
Vermont
$220K +$208K +4,600 New
AWM
1081
Aevitas Wealth Management
Massachusetts
$219K +$206K +4,559 New
KCM
1082
Kathmere Capital Management
Pennsylvania
$218K +$3.98K +88 +2%
SFG
1083
Summit Financial Group
West Virginia
$218K +$206K +4,549 New
QT
1084
Quantamental Technologies
New York
$217K +$205K +4,521 New
HAIM
1085
Hunter Associates Investment Management
Pennsylvania
$217K +$205K +4,530 New
CWM
1086
Curi Wealth Management
North Carolina
$217K +$206K +4,540 New
SG
1087
StoneX Group
New York
$216K +$204K +4,506 New
KA
1088
Klingman & Associates
New York
$216K +$204K +4,508 New
AWA
1089
ARS Wealth Advisors
Florida
$216K +$205K +4,517 New
LC
1090
Lindbrook Capital
California
$214K +$45.3K +1,000 +29%
SIMM
1091
Stillwater Investment Management (Minnesota)
Minnesota
$211K +$199K +4,403 New
GWS
1092
Glassman Wealth Services
Virginia
$210K +$18.2K +403 +10%
SBL
1093
Sargent Bickham Lagudis
Colorado
$210K +$47.8K +1,056 +32%
CISOA
1094
Capital Investment Services of America
Wisconsin
$210K +$198K +4,377 New
BA
1095
Bristlecone Advisors
Washington
$210K +$199K +4,391 New
DAS
1096
Dynamic Advisor Solutions
Arizona
$209K +$197K +4,362 New
IWA
1097
Intercontinental Wealth Advisors
Texas
$208K +$196K +4,336 New
RPWA
1098
Regent Peak Wealth Advisors
Georgia
$208K +$196K +4,340 New
MFW
1099
Meristem Family Wealth
Minnesota
$207K -$44.5K -982 -14%
NPF
1100
Norris Perne & French
Michigan
$206K +$195K +4,300 New
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