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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1151
Sugarloaf Wealth Management
Georgia
$297K +$57.9K +1,298 +23%
CFP
1152
Catalyst Financial Partners
Massachusetts
$297K +$1.29K +29 +0.4%
FWM
1153
Fonville Wealth Management
Virginia
$297K -$39K -873 -11%
KFGK
1154
Keystone Financial Group (Kentucky)
Kentucky
$296K +$982 +22 +0.3%
SC
1155
Sapient Capital
Indiana
$294K – – –
GL
1156
Graypoint LLC
New York
$293K +$24.5K +550 +9%
MFP
1157
Meridian Financial Partners
Virginia
$292K +$8.43K +189 +3%
NP
1158
Nilsine Partners
Colorado
$291K +$59.1K +1,325 +25%
HWA
1159
Heartwood Wealth Advisors
Virginia
$291K – – –
CM
1160
Cornerstone Management
Georgia
$290K +$33K +740 +12%
CIM
1161
Cambria Investment Management
California
$290K +$298K +6,678 New
ECM
1162
Eisler Capital Management
United Kingdom
$289K +$298K +6,671 New
WWMSC
1163
Wagner Wealth Management (South Carolina)
South Carolina
$289K -$2.01K -45 -0.7%
AWAG
1164
ARS Wealth Advisors Group
Florida
$288K +$14.4K +322 +5%
CAM
1165
Councilmark Asset Management
Tennessee
$288K – – –
HL
1166
HeadInvest LLC
Maine
$288K -$117K -2,622 -28%
1W
1167
1776 Wealth
Georgia
$286K -$174K -3,900 -37%
SAM
1168
Secure Asset Management
Michigan
$285K -$7.72K -173 -3%
PIP
1169
Peachtree Investment Partners
Florida
$284K -$7.81K -175 -3%
GA
1170
Geller Advisors
New York
$284K +$6.96K +156 +2%
QWP
1171
Quotient Wealth Partners
Texas
$283K -$9.95K -223 -3%
CH
1172
Canton Hathaway
Rhode Island
$283K – – –
FLI
1173
Family Legacy Inc
South Carolina
$283K – – –
TFO
1174
Timonier Family Office
North Carolina
$282K +$290K +6,492 New
KA
1175
Kovack Advisors
Florida
$281K -$14.6K -327 -5%
45 46
47
48 49