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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
1126
Romano Brothers & Co
Illinois
$219K +$186K +5,925 New
CWM
1127
Curi Wealth Management
North Carolina
$218K +$186K +5,914 New
PWP
1128
Precedent Wealth Partners
Texas
$218K +$186K +5,914 New
KFC
1129
Klingenstein Fields & Co
New York
$218K +$186K +5,912 New
HCM
1130
Hodges Capital Management
Texas
$218K +$185K +5,908 New
LC
1131
Lindbrook Capital
California
$218K +$98K +3,121 +112%
AAM
1132
Augustine Asset Management
Florida
$216K -$112K -3,558 -38%
SCA
1133
Southern Capital Advisors
Tennessee
$216K +$183K +5,840 New
FAM
1134
Formidable Asset Management
Ohio
$215K +$183K +5,828 New
DOA
1135
D'Orazio & Associates
Virginia
$212K +$181K +5,752 New
SWIG
1136
Strategic Wealth Investment Group
Kentucky
$212K +$180K +5,737 New
BWM
1137
Baron Wealth Management
Michigan
$211K +$179K +5,713 New
PMSA
1138
Patrick M. Sweeney & Associates
Illinois
$211K +$179K +5,705 New
CA
1139
CSM Advisors
Pennsylvania
$210K -$40.8K -1,300 -19%
NRA
1140
NSI Retail Advisors
Pennsylvania
$210K -$40.8K -1,300 -19%
DI
1141
Diligent Investors
California
$209K +$178K +5,670 New
OAM
1142
Occidental Asset Management
California
$209K -$41.8K -1,331 -19%
GL
1143
Graypoint LLC
New York
$209K +$177K +5,650 New
MWA
1144
Muirfield Wealth Advisors
North Carolina
$209K +$177K +5,650 New
C
1145
Certuity
Florida
$208K +$177K +5,636 New
CCB
1146
Country Club Bank
Missouri
$207K +$174K +5,550 New
DFG
1147
Delta Financial Group
New Jersey
$205K +$174K +5,546 New
OFG
1148
Oxford Financial Group
Indiana
$205K +$174K +5,549 New
CCT
1149
Chemung Canal Trust
New York
$204K -$59.2K -1,886 -25%
FA
1150
Faithward Advisors
Pennsylvania
$204K +$177K +5,634 New
44 45
46
47 48