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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIG
1126
Strategic Wealth Investment Group
Kentucky
$229K +$220K +5,827 New
TI
1127
Trexquant Investment
Connecticut
$229K +$222K +5,884 New
PCS
1128
Personal CFO Solutions
New Jersey
$228K +$222K +5,869 New
LWA
1129
Lantern Wealth Advisors
New York
$226K +$220K +5,811 New
ILI
1130
Invesco LLC (Illinois)
Illinois
$226K -$2.08K -55 -0.9%
AWA
1131
Aaron Wealth Advisors
Illinois
$225K +$219K +5,787 New
DOA
1132
D'Orazio & Associates
Virginia
$225K – – –
RMDI
1133
R.M. Davis Inc
Maine
$224K +$218K +5,778 New
AAM
1134
Augustine Asset Management
Florida
$223K -$4.5K -119 -2%
HB
1135
Horizon Bancorp
Indiana
$222K +$35.2K +933 +19%
BWM
1136
Baron Wealth Management
Michigan
$222K – – –
PMSA
1137
Patrick M. Sweeney & Associates
Illinois
$222K +$38 +1 +0%
CW
1138
CIC Wealth
Maryland
$220K -$17.2K -455 -7%
STA
1139
Smith Thornton Advisors
Alabama
$220K +$214K +5,668 New
KC
1140
Kingfisher Capital
North Carolina
$220K – – –
GIP
1141
Greatmark Investment Partners
Georgia
$220K +$214K +5,658 New
CWC
1142
Carolinas Wealth Consulting
North Carolina
$219K -$491 -13 -0.2%
GL
1143
Graypoint LLC
New York
$218K +$17.3K +459 +9%
CHA
1144
Carmichael Hill & Associates
Maryland
$217K – – –
HAM
1145
Harmony Asset Management
Arizona
$216K -$117K -3,100 -36%
SWM
1146
Sugarloaf Wealth Management
Georgia
$215K -$944 -25 -0.4%
CFO
1147
CVA Family Office
Colorado
$215K +$1.66K +44 +0.8%
SC
1148
Scotia Capital
Ontario, Canada
$215K +$7.59K +201 +4%
CM
1149
Cornerstone Management
Georgia
$214K – – –
TFA
1150
Toth Financial Advisory
Virginia
$214K +$16K +424 +8%
44 45
46
47 48