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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1151
Patriot Financial Group Insurance Agency
Massachusetts
$286K -$47.2K -773 -14%
FWM
1152
ForthRight Wealth Management
Georgia
$286K -$5.87K -96 -2%
TAM
1153
Tocqueville Asset Management
New York
$285K +$6.35K +104 +2%
BCM
1154
Breiter Capital Management
Florida
$283K -$794 -13 -0.3%
EM
1155
Excalibur Management
Massachusetts
$283K +$4.03K +66 +1%
HWA
1156
Heartwood Wealth Advisors
Virginia
$283K +$296K +4,838 New
BFM
1157
Boothbay Fund Management
New York
$282K +$294K +4,817 New
ECML
1158
Eagle Capital Management (Louisiana)
Louisiana
$281K – – –
FBB
1159
Fulton Breakefield Broenniman
Maryland
$281K – – –
BAM
1160
Blueshift Asset Management
New Jersey
$280K -$3.76M -61,528 -93%
WA
1161
Waverly Advisors
Alabama
$280K +$4.15K +68 +2%
MF
1162
Manchester Financial
California
$278K – – –
FFA
1163
First Foundation Advisors
California
$277K +$14.6K +239 +5%
CCM
1164
Carderock Capital Management
Maryland
$277K +$91.6K +1,500 +46%
WPA
1165
Winning Points Advisors
Florida
$277K +$345K +5,645 New
IRAG
1166
Investment Research & Advisory Group
Georgia
$276K +$66.8K +1,094 +30%
HI
1167
Hudock Inc
Pennsylvania
$274K -$60.5K -991 -17%
VF
1168
Virtu Financial
New York
$274K +$286K +4,681 New
HFBOT
1169
Home Federal Bank of Tennessee
Tennessee
$273K – – –
T
1170
TRUADVICE
Florida
$273K +$305 +5 +0.1%
NPF
1171
Norris Perne & French
Michigan
$273K +$22.5K +368 +9%
IC
1172
Intersect Capital
California
$273K +$285K +4,668 New
AII
1173
AGF Investments Inc
Ontario, Canada
$271K -$425K -6,951 -60%
PWLP
1174
Prio Wealth Limited Partnership
Massachusetts
$271K +$2.5K +41 +0.9%
HC
1175
Henshaw Capital
Massachusetts
$270K – – –
45 46
47
48 49