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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
1151
Marble Harbor Investment Counsel
Massachusetts
$235K – – –
SFI
1152
SPC Financial Inc
Maryland
$235K +$224K +4,000 New
CT
1153
Columbia Trust
Oregon
$230K -$1.34K -24 -0.6%
DOA
1154
D'Orazio & Associates
Virginia
$229K – – –
MFG
1155
Merit Financial Group
Georgia
$228K -$252K -4,503 -54%
BBW
1156
Blue Barn Wealth
Utah
$228K +$217K +3,887 New
FAIM
1157
Financial Advocates Investment Management
Washington
$228K +$217K +3,887 New
BWA
1158
Burt Wealth Advisors
Maryland
$227K – – –
PWP
1159
Principle Wealth Partners
Connecticut
$226K – – –
KA
1160
Kovack Advisors
Florida
$226K +$7.49K +134 +4%
CHA
1161
Carmichael Hill & Associates
Maryland
$225K – – –
GA
1162
Geller Advisors
New York
$225K +$214K +3,838 New
RPWA
1163
Regent Peak Wealth Advisors
Georgia
$222K +$2.63K +47 +1%
SG
1164
StoneX Group
New York
$221K -$78.7K -1,408 -27%
KCM
1165
Kendall Capital Management
Maryland
$221K +$7.43K +133 +4%
WSC
1166
Wellington Shields & Co
New York
$220K – – –
RWA
1167
Ropes Wealth Advisors
Massachusetts
$219K -$46.8K -838 -18%
BG
1168
Bollard Group
Massachusetts
$219K +$1.73K +31 +0.8%
BRWM
1169
B. Riley Wealth Management
Tennessee
$218K +$208K +3,722 New
FA
1170
Fermata Advisors
California
$217K -$10.1K -180 -5%
CCC
1171
Crescent Capital Consulting
Louisiana
$215K – – –
IRAG
1172
Investment Research & Advisory Group
Georgia
$214K -$7.82K -140 -4%
PP
1173
Patron Partners
Texas
$211K -$1.17K -21 -0.6%
CC
1174
Chicago Capital
Illinois
$211K – – –
JIC
1175
Johnson Investment Counsel
Ohio
$211K +$201K +3,604 New
45 46
47
48 49