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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
III
1076
Independent Investors Inc
New York
$226K -$193K -4,272 -48%
PP
1077
Patron Partners
Texas
$225K +$212K +4,688 New
SLWS
1078
Swaine & Leidel Wealth Services
Florida
$225K +$212K +4,693 New
GCP
1079
GSA Capital Partners
United Kingdom
$225K +$213K +4,700 New
PCG
1080
Private Capital Group
Connecticut
$224K -$24.9K -551 -11%
HFP
1081
Holistic Financial Partners
Indiana
$223K +$211K +4,651 New
BAM
1082
Berkshire Asset Management
Pennsylvania
$222K +$210K +4,629 New
AA
1083
AlphaMark Advisors
Kentucky
$221K -$4.84K -107 -2%
EM
1084
Excalibur Management
Massachusetts
$220K +$208K +4,593 New
RPA
1085
Rock Point Advisors
Vermont
$220K +$208K +4,600 New
AWM
1086
Aevitas Wealth Management
Massachusetts
$219K +$206K +4,559 New
KCM
1087
Kathmere Capital Management
Pennsylvania
$218K +$3.98K +88 +2%
SFG
1088
Summit Financial Group
West Virginia
$218K +$206K +4,549 New
QT
1089
Quantamental Technologies
New York
$217K +$205K +4,521 New
HAIM
1090
Hunter Associates Investment Management
Pennsylvania
$217K +$205K +4,530 New
CWM
1091
Curi Wealth Management
North Carolina
$217K +$206K +4,540 New
SG
1092
StoneX Group
New York
$216K +$204K +4,506 New
KA
1093
Klingman & Associates
New York
$216K +$204K +4,508 New
AWA
1094
ARS Wealth Advisors
Florida
$216K +$205K +4,517 New
LC
1095
Lindbrook Capital
California
$214K +$45.3K +1,000 +29%
SIMM
1096
Stillwater Investment Management (Minnesota)
Minnesota
$211K +$199K +4,403 New
GWS
1097
Glassman Wealth Services
Virginia
$210K +$18.2K +403 +10%
SBL
1098
Sargent Bickham Lagudis
Colorado
$210K +$47.8K +1,056 +32%
CISOA
1099
Capital Investment Services of America
Wisconsin
$210K +$198K +4,377 New
BA
1100
Bristlecone Advisors
Washington
$210K +$199K +4,391 New
42 43
44
45 46