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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
1126
Cable Hill Partners
Oregon
$268K -$4.94K -117 -2%
PMSA
1127
Patrick M. Sweeney & Associates
Illinois
$267K +$22.7K +538 +9%
PTC
1128
Philadelphia Trust Company
Pennsylvania
$267K +$264K +6,252 New
GVAG
1129
Great Valley Advisor Group
Delaware
$267K -$2.66K -63 -1%
AWM
1130
Avaii Wealth Management
Wisconsin
$267K -$32.6K -773 -11%
HCPC
1131
Hamilton Capital Partners (Canada)
$265K -$346K -8,200 -57%
GL
1132
Graypoint LLC
New York
$265K +$24.9K +589 +11%
CSWM
1133
Cassady Schiller Wealth Management
Ohio
$264K – – –
MSFS
1134
Main Street Financial Solutions
Pennsylvania
$263K -$2.53K -60 -1%
JF
1135
Jump Financial
Illinois
$262K +$259K +6,129 New
ACM
1136
Altrius Capital Management
North Carolina
$262K -$1.14K -27 -0.4%
S
1137
Sunpointe
Missouri
$261K -$1.06K -25 -0.4%
RIG
1138
RiverFront Investment Group
Virginia
$261K – – –
CAM
1139
CenterStar Asset Management
Illinois
$261K +$258K +6,098 New
AC
1140
Avestar Capital
New York
$259K +$24.6K +582 +11%
IAN
1141
Integrated Advisors Network
Texas
$258K +$254K +6,025 New
EWM
1142
Evermay Wealth Management
Virginia
$255K -$1.27K -30 -0.5%
CRC
1143
Curi RMB Capital
Illinois
$254K -$13.6K -323 -5%
TFA
1144
Transamerica Financial Advisors
Florida
$254K +$102K +2,408 +69%
CM
1145
Cornerstone Management
Georgia
$254K +$17.6K +417 +8%
PWPS
1146
Pinnacle Wealth Planning Services
Ohio
$254K -$5.03K -119 -2%
RBC
1147
Romano Brothers & Co
Illinois
$253K – – –
KFC
1148
Klingenstein Fields & Co
New York
$253K – – –
RPA
1149
Rock Point Advisors
Vermont
$251K -$7.39K -175 -3%
SWIG
1150
Strategic Wealth Investment Group
Kentucky
$251K +$7.47K +177 +3%
44 45
46
47 48