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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1126
Ropes Wealth Advisors
Massachusetts
$254K +$269K +4,574 New
SFG
1127
Summit Financial Group
West Virginia
$252K – – –
SB
1128
Strategic Blueprint
Georgia
$252K +$20.3K +345 +8%
LIA
1129
LS Investment Advisors
Michigan
$251K -$2.02M -34,302 -88%
KA
1130
Klingman & Associates
New York
$250K -$105K -1,786 -28%
SIMM
1131
Stillwater Investment Management (Minnesota)
Minnesota
$248K +$1.88K +32 +0.7%
BA
1132
Bristlecone Advisors
Washington
$248K +$4.41K +75 +2%
SWIG
1133
Strategic Wealth Investment Group
Kentucky
$247K +$11.4K +194 +5%
RWM
1134
Raffa Wealth Management
District of Columbia
$245K +$30.5K +519 +13%
CPA
1135
Capital Planning Advisors
California
$245K +$259K +4,410 New
IWA
1136
Intercontinental Wealth Advisors
Texas
$244K +$822 +14 +0.3%
CISOA
1137
Capital Investment Services of America
Wisconsin
$243K – – –
WFI
1138
West Family Investments
California
$243K +$257K +4,376 New
RPA
1139
Rock Point Advisors
Vermont
$241K -$14.7K -250 -5%
NPF
1140
Norris Perne & French
Michigan
$239K -$21K -357 -8%
BFPW
1141
BOK Financial Private Wealth
Colorado
$239K +$50.2K +855 +25%
CSWG
1142
Cardinal Strategic Wealth Guidance
Kentucky
$238K – – –
EN1L
1143
Engine No 1 LLC
California
$238K +$252K +4,297 New
AM
1144
Atwater Malick
Pennsylvania
$237K – – –
GIM
1145
Guild Investment Management
California
$236K – – –
NC
1146
NovaPoint Capital
Georgia
$235K – – –
FMWA
1147
Forvis Mazars Wealth Advisors
Missouri
$235K +$11.9K +202 +5%
EI
1148
Ellevest Inc
New York
$234K +$55K +937 +29%
CM
1149
Capital Management
Virginia
$233K – – –
MIA
1150
MainStreet Investment Advisors
Illinois
$231K +$4.52K +77 +2%
44 45
46
47 48