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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1101
Dynamic Advisor Solutions
Arizona
$209K +$197K +4,362 New
IWA
1102
Intercontinental Wealth Advisors
Texas
$208K +$196K +4,336 New
RPWA
1103
Regent Peak Wealth Advisors
Georgia
$208K +$196K +4,340 New
MFW
1104
Meristem Family Wealth
Minnesota
$207K -$44.5K -982 -14%
NPF
1105
Norris Perne & French
Michigan
$206K +$195K +4,300 New
RIL
1106
Rothschild Investment LLC
Illinois
$205K -$90.5K -2,000 -32%
AM
1107
Atwater Malick
Pennsylvania
$205K +$194K +4,274 New
WI
1108
Wedgewood Investors
Pennsylvania
$204K +$192K +4,247 New
SWIG
1109
Strategic Wealth Investment Group
Kentucky
$203K +$192K +4,231 New
IRAG
1110
Investment Research & Advisory Group
Georgia
$201K -$426K -9,406 -69%
NC
1111
NovaPoint Capital
Georgia
$201K +$189K +4,185 New
MCM
1112
MAI Capital Management
Ohio
$201K +$190K +4,187 New
CM
1113
Capital Management
Virginia
$201K +$190K +4,200 New
AF
1114
Advisornet Financial
Minnesota
$200K +$6.57K +145 +4%
CHA
1115
Carmichael Hill & Associates
Maryland
$197K +$8.2K +181 +5%
MCA
1116
Mercer Capital Advisers
New Jersey
$196K – – –
PFGIA
1117
Patriot Financial Group Insurance Agency
Massachusetts
$192K +$75.1K +1,659 +71%
DOA
1118
D'Orazio & Associates
Virginia
$187K – – –
BWA
1119
Burt Wealth Advisors
Maryland
$186K -$72.4K -1,600 -29%
RWM
1120
Raffa Wealth Management
District of Columbia
$186K -$14.7K -324 -8%
S
1121
Seeyond
France
$178K -$951 -21 -0.6%
BG
1122
Bollard Group
Massachusetts
$176K – – –
NFG
1123
Next Financial Group
Texas
$173K +$65.1K +1,438 +66%
SFO
1124
Standard Family Office
South Dakota
$173K +$163K +3,609 New
WEC
1125
Winslow Evans & Crocker
Massachusetts
$169K +$7.56K +167 +5%
43 44
45
46 47