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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
VFM
1126
Viking Fund Management
North Dakota
$368K +$247K +5,000 +167%
SWM
1127
Selective Wealth Management
Virginia
$368K – – –
KIM
1128
Kestra Investment Management
Texas
$367K +$69.1K +1,399 +21%
SAM
1129
Summit Asset Management
Tennessee
$367K +$741 +15 +0.2%
PCA
1130
Prosperity Capital Advisors
Ohio
$365K -$25.4K -515 -6%
FPWM
1131
FSB Premier Wealth Management
Iowa
$364K +$3.61K +73 +0.9%
RCAG
1132
Rehmann Capital Advisory Group
Michigan
$362K -$21.8K -441 -5%
TI
1133
tru Independence
Oregon
$361K +$2.03K +41 +0.5%
FNFDCM
1134
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$359K -$23.8K -481 -6%
7WCP
1135
71 West Capital Partners
Massachusetts
$358K +$385K +7,790 New
ATPW
1136
Ashton Thomas Private Wealth
Arizona
$358K +$35K +708 +10%
CSPIA
1137
Cary Street Partners Investment Advisory
Virginia
$356K +$43.5K +880 +13%
FAM
1138
Formidable Asset Management
Ohio
$354K – – –
PTP
1139
Platform Technology Partners
New York
$353K +$67.2K +1,360 +22%
FLPIM
1140
F.L. Putnam Investment Management
Massachusetts
$352K -$62.2K -1,258 -14%
WA
1141
WBH Advisory
Maryland
$350K +$22.3K +452 +6%
HFBOT
1142
Home Federal Bank of Tennessee
Tennessee
$348K +$167K +3,370 +80%
GFA
1143
Gallagher Fiduciary Advisors
Illinois
$347K -$74.8K -1,514 -17%
TCWA
1144
Turtle Creek Wealth Advisors
Texas
$345K +$23.9K +484 +7%
GAM
1145
Groupama Asset Management
France
$344K -$254K -5,149 -41%
JIP
1146
Jaffetilchin Investment Partners
Florida
$344K +$6.82K +138 +2%
AF
1147
Aldebaran Financial
$340K -$16.1K -325 -4%
VFG
1148
Victory Financial Group
Texas
$340K +$19.7K +399 +6%
OWA
1149
One Wealth Advisors
California
$339K +$365K +7,377 New
FWI
1150
Facet Wealth Inc
Maryland
$338K -$20.2K -408 -5%
44 45
46
47 48