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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1101
EPG Wealth Management
Georgia
$350K +$13.4K +219 +4%
BAM
1102
Belpointe Asset Management
Nevada
$349K +$13.5K +221 +4%
EHAM
1103
Eagle Harbor Asset Management
Washington
$345K +$360K +5,899 New
CFO
1104
CVA Family Office
Colorado
$344K +$260K +4,252 +263%
AAS
1105
Ameritas Advisory Services
Nebraska
$341K +$356K +5,827 New
WI
1106
WrapManager Inc
California
$339K +$2.32K +38 +0.7%
HFP
1107
Holistic Financial Partners
Indiana
$338K -$367 -6 -0.1%
LGA
1108
Lebenthal Global Advisors
New York
$338K +$353K +5,775 New
BAM
1109
Berkshire Asset Management
Pennsylvania
$336K +$97K +1,587 +38%
TW
1110
TrinityPoint Wealth
Connecticut
$334K -$1.1K -18 -0.3%
AWAP
1111
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$334K -$1.04K -17 -0.3%
IA
1112
Insight Advisors
Pennsylvania
$334K – – –
HWA
1113
HHM Wealth Advisors
Tennessee
$333K -$25.9K -424 -7%
III
1114
Independent Investors Inc
New York
$331K -$30.5K -500 -8%
PI
1115
Putnam Investments
Massachusetts
$330K -$2.99K -49 -0.9%
EWM
1116
Evercore Wealth Management
New York
$326K – – –
HFM
1117
Hartford Financial Management
Connecticut
$325K -$5.13K -84 -1%
BA
1118
Bristlecone Advisors
Washington
$325K +$66.2K +1,084 +24%
BP
1119
BBR Partners
New York
$324K +$7.27K +119 +2%
DCM
1120
Dupont Capital Management
Delaware
$321K -$259K -4,232 -44%
PIMG
1121
Patriot Investment Management Group
Tennessee
$320K -$7.27K -119 -2%
WPC
1122
White Pine Capital
Minnesota
$319K – – –
PCP
1123
Proficio Capital Partners
Massachusetts
$319K +$1.1K +18 +0.3%
PWM
1124
PBMares Wealth Management
Virginia
$318K -$61 -1 -0%
AFA
1125
Arlington Financial Advisors
California
$316K – – –
43 44
45
46 47