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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1101
Clearwave Capital
California
$417K +$390K +8,467 New
KFGK
1102
Keystone Financial Group (Kentucky)
Kentucky
$416K +$1.34K +29 +0.3%
CPIG
1103
Chicago Partners Investment Group
Illinois
$416K +$31.4K +682 +9%
NG
1104
Norden Group
Utah
$416K +$95.7K +2,078 +33%
TT
1105
TI-Trust
Illinois
$416K -$2.35K -51 -0.6%
PCA
1106
Prosperity Capital Advisors
Ohio
$416K -$298K -6,468 -43%
BA
1107
Ballew Advisors
Mississippi
$413K +$553 +12 +0.1%
BFO
1108
Biltmore Family Office
North Carolina
$412K +$50.3K +1,092 +15%
5W
1109
5T Wealth
California
$411K -$57.5K -1,249 -13%
RCAG
1110
Rehmann Capital Advisory Group
Michigan
$409K -$58.1K -1,261 -13%
SWM
1111
Spire Wealth Management
Virginia
$409K -$5.53K -120 -1%
FNFDCM
1112
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$408K – – –
KF
1113
Krilogy Financial
Missouri
$406K -$267K -5,801 -42%
MCWS
1114
McKinley Carter Wealth Services
West Virginia
$406K -$198K -4,291 -34%
SB
1115
Strategic Blueprint
Georgia
$406K -$320K -6,953 -46%
IA
1116
IFP Advisors
Florida
$404K +$8.94K +194 +2%
ES
1117
Eagle Strategies
New York
$402K -$14.3K -310 -4%
IFWM
1118
Institute for Wealth Management
Colorado
$401K -$18.8K -409 -5%
WTC
1119
WhitTier Trust Company
Nevada
$401K -$20.9K -454 -5%
HWA
1120
HHM Wealth Advisors
Tennessee
$401K -$45.7K -993 -11%
TC
1121
TwinBeech Capital
New York
$400K +$375K +8,136 New
NL
1122
NWAM LLC
Washington
$399K -$138 -3 -0%
LIA
1123
LBMC Investment Advisors
Tennessee
$399K – – –
CIM
1124
CIM Investment Management
Pennsylvania
$398K – – –
OL
1125
Odyssean LLC
Connecticut
$398K +$372K +8,081 New
43 44
45
46 47