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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TWPM
1101
Total Wealth Planning & Management
Florida
$349K +$359K +8,036 New
NA
1102
Novus Advisors
South Carolina
$349K +$359K +8,035 New
CC
1103
Centiva Capital
New York
$348K -$746K -16,717 -68%
CLOS
1104
Compagnie Lombard Odier SCmA
Switzerland
$347K – – –
AWF
1105
Alpha Wealth Funds
Utah
$347K +$357K +8,000 New
SC
1106
Scotia Capital
Ontario, Canada
$345K +$848 +19 +0.2%
TFA
1107
Toth Financial Advisory
Virginia
$341K +$54.1K +1,213 +18%
BCM
1108
Birmingham Capital Management
Alabama
$341K – – –
FWM
1109
ForthRight Wealth Management
Georgia
$338K -$74K -1,658 -18%
MW
1110
MBL Wealth
North Carolina
$336K +$21.6K +483 +7%
1SB
1111
1ST Source Bank
Indiana
$336K +$56.8K +1,272 +20%
HIGP
1112
Hill Investment Group Partners
Missouri
$336K +$6.2K +139 +2%
AWA
1113
Aaron Wealth Advisors
Illinois
$335K +$10.1K +227 +3%
AF
1114
Aldebaran Financial
$334K +$27.8K +623 +9%
MFC
1115
Morris Financial Concepts
South Carolina
$334K – – –
CFGW
1116
Chancellor Financial Group WB
Pennsylvania
$329K +$338K +7,577 New
PCS
1117
Personal CFO Solutions
New Jersey
$326K +$4.2K +94 +1%
HTC
1118
Haverford Trust Company
Pennsylvania
$325K -$229K -5,140 -41%
PCA
1119
Prosperity Capital Advisors
Ohio
$325K -$199K -4,469 -37%
PPC
1120
Park Place Capital
Alabama
$324K -$134K -3,003 -29%
WA
1121
Whipplewood Advisors
Colorado
$323K +$333K +7,451 New
CW
1122
CreativeOne Wealth
Kansas
$322K -$286K -6,404 -46%
SSW
1123
Stone Summit Wealth
Florida
$321K – – –
HIP
1124
HUB Investment Partners
Texas
$321K +$330K +7,391 New
BWM
1125
BankPlus Wealth Management
Mississippi
$320K +$329K +7,378 New
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45
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