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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
1101
U.S. Capital Wealth Advisors
Texas
$288K +$84 +2 +0%
PIP
1102
Peachtree Investment Partners
Florida
$288K -$19.6K -465 -6%
WWMSC
1103
Wagner Wealth Management (South Carolina)
South Carolina
$287K -$48.9K -1,157 -15%
HWA
1104
Heartwood Wealth Advisors
Virginia
$286K -$120K -2,833 -30%
TFA
1105
Toth Financial Advisory
Virginia
$285K +$48.4K +1,147 +21%
CAM
1106
Councilmark Asset Management
Tennessee
$284K – – –
PWP
1107
Phillips Wealth Planners
Mississippi
$282K -$1.52K -36 -0.6%
NWWA
1108
New Wave Wealth Advisors
Arkansas
$280K +$718 +17 +0.3%
HOWA
1109
Heritage Oak Wealth Advisors
Florida
$280K +$277K +6,552 New
CH
1110
Canton Hathaway
Rhode Island
$279K – – –
MFP
1111
Meridian Financial Partners
Virginia
$279K +$2.53K +60 +0.9%
RS
1112
Rakuten Securities
Japan
$279K -$152K -3,600 -36%
LF
1113
LifePlan Financial
Minnesota
$277K -$1.06K -25 -0.4%
1SB
1114
1ST Source Bank
Indiana
$276K -$22.1K -524 -7%
FLI
1115
Family Legacy Inc
South Carolina
$275K – – –
FA
1116
FDx Advisors
Illinois
$275K +$465 +11 +0.2%
SSG
1117
Summit Securities Group
New York
$274K +$156K +3,700 +137%
GA
1118
Geller Advisors
New York
$274K -$17.9K -424 -6%
FTC
1119
Farmers Trust Company
Ohio
$273K -$212K -5,018 -44%
GM
1120
GeoWealth Management
Illinois
$272K -$70.2K -1,663 -21%
TCA
1121
Transcend Capital Advisors
New Jersey
$272K -$12.1K -287 -4%
AWAG
1122
ARS Wealth Advisors Group
Florida
$271K +$9.42K +223 +4%
UCB
1123
United Community Bank
South Carolina
$271K -$1.69K -40 -0.6%
1IA
1124
1620 Investment Advisors
Massachusetts
$269K +$4.39K +104 +2%
GIA
1125
Gateway Investment Advisers
Ohio
$268K -$7.64K -181 -3%
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