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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
1151
Carolinas Wealth Consulting
North Carolina
$221K +$16K +438 +8%
LF
1152
Lantz Financial
Illinois
$221K +$207K +5,659 New
OFG
1153
Oxford Financial Group
Indiana
$220K +$3.37K +92 +2%
FA
1154
Faithward Advisors
Pennsylvania
$220K – – –
CP
1155
Castleview Partners
Texas
$219K +$48.1K +1,316 +31%
CHA
1156
Carmichael Hill & Associates
Maryland
$217K +$6.99K +191 +4%
SWM
1157
Sugarloaf Wealth Management
Georgia
$217K -$58.9K -1,610 -22%
DI
1158
Diligent Investors
California
$217K -$3.77K -103 -2%
BHBT
1159
Burke & Herbert Bank & Trust
Virginia
$217K -$20K -546 -9%
CCB
1160
Country Club Bank
Missouri
$216K – – –
EFSCE
1161
Enterprise Financial Services Corp (EFSC)
Missouri
$215K -$119K -3,263 -37%
CM
1162
Cornerstone Management
Georgia
$215K – – –
WPW
1163
Waldron Private Wealth
Pennsylvania
$215K +$202K +5,511 New
CFO
1164
CVA Family Office
Colorado
$214K -$16.1K -441 -7%
LI
1165
LMCG Investments
Massachusetts
$214K -$73 -2 -0%
MSFS
1166
Main Street Financial Solutions
Pennsylvania
$214K -$18.6K -509 -8%
HNWAG
1167
High Net Worth Advisory Group
Florida
$213K -$21.6K -590 -10%
LWM
1168
LongView Wealth Management
Georgia
$213K -$52K -1,421 -21%
ES
1169
Eagle Strategies
New York
$212K -$222K -6,068 -53%
A
1170
AJOVista
Massachusetts
$210K – – –
BA
1171
Ballew Advisors
Mississippi
$210K – – –
CIA
1172
Cape Investment Advisory
Georgia
$209K +$15.7K +429 +9%
SC
1173
Scotia Capital
Ontario, Canada
$208K -$29.8K -815 -13%
NJBEST
1174
New Jersey Better Educational Savings Trust
New Jersey
$206K +$194K +5,292 New
DA
1175
Dover Advisors
Virginia
$206K +$193K +5,285 New
45 46
47
48 49