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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MGI
1151
MayTech Global Investments
New York
$237K – – –
AIP
1152
Almanack Investment Partners
Pennsylvania
$236K -$2.18K -39 -1%
MHIC
1153
Marble Harbor Investment Counsel
Massachusetts
$235K – – –
SFI
1154
SPC Financial Inc
Maryland
$235K +$224K +4,000 New
CT
1155
Columbia Trust
Oregon
$230K -$1.34K -24 -0.6%
DOA
1156
D'Orazio & Associates
Virginia
$229K – – –
MFG
1157
Merit Financial Group
Georgia
$228K -$252K -4,503 -54%
BBW
1158
Blue Barn Wealth
Utah
$228K +$217K +3,887 New
FAIM
1159
Financial Advocates Investment Management
Washington
$228K +$217K +3,887 New
BWA
1160
Burt Wealth Advisors
Maryland
$227K – – –
PWP
1161
Principle Wealth Partners
Connecticut
$226K – – –
KA
1162
Kovack Advisors
Florida
$226K +$7.49K +134 +4%
CHA
1163
Carmichael Hill & Associates
Maryland
$225K – – –
GA
1164
Geller Advisors
New York
$225K +$214K +3,838 New
RPWA
1165
Regent Peak Wealth Advisors
Georgia
$222K +$2.63K +47 +1%
SG
1166
StoneX Group
New York
$221K -$78.7K -1,408 -27%
KCM
1167
Kendall Capital Management
Maryland
$221K +$7.43K +133 +4%
WSC
1168
Wellington Shields & Co
New York
$220K – – –
RWA
1169
Ropes Wealth Advisors
Massachusetts
$219K -$46.8K -838 -18%
BG
1170
Bollard Group
Massachusetts
$219K +$1.73K +31 +0.8%
BRWM
1171
B. Riley Wealth Management
Tennessee
$218K +$208K +3,722 New
FA
1172
Fermata Advisors
California
$217K -$10.1K -180 -5%
CCC
1173
Crescent Capital Consulting
Louisiana
$215K – – –
IRAG
1174
Investment Research & Advisory Group
Georgia
$214K -$7.82K -140 -4%
PP
1175
Patron Partners
Texas
$211K -$1.17K -21 -0.6%
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