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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1151
Caldwell Trust
Florida
$335K +$22.6K +457 +7%
SWM
1152
Silverlake Wealth Management
Vermont
$333K +$6.57K +133 +2%
AT
1153
Arlington Trust
Alabama
$332K +$11.8K +238 +3%
KF
1154
Krilogy Financial
Missouri
$331K -$68.7K -1,391 -17%
FMLI
1155
Fukoku Mutual Life Insurance
Japan
$331K – – –
WC
1156
Wynn Capital
Georgia
$329K – – –
GIA
1157
Gladstone Institutional Advisory
Florida
$329K -$33.7K -681 -9%
S
1158
Storgate
Texas
$329K +$4.94K +100 +1%
FA
1159
FDx Advisors
Illinois
$329K +$353K +7,146 New
ML
1160
McAdam LLC
Pennsylvania
$327K +$98.8K +1,999 +39%
LMFP
1161
Larry Mathis Financial Planning
Arizona
$327K -$8.6K -174 -2%
QWP
1162
Quotient Wealth Partners
Texas
$327K +$28.1K +569 +9%
WFAG
1163
Worth Financial Advisory Group
North Carolina
$326K +$40.8K +825 New
LS
1164
Livforsakringsbolaget Skandia
Sweden
$325K – – –
TSS
1165
Two Sigma Securities
New York
$323K +$348K +7,037 New
FWM
1166
ForthRight Wealth Management
Georgia
$323K +$148 +3 +0%
IG
1167
IFS Group
Pennsylvania
$322K +$346K +7,004 New
ETC
1168
Exchange Traded Concepts
Oklahoma
$319K +$71.4K +1,444 +26%
WA
1169
Waddell & Associates
Tennessee
$318K -$25.2K -510 -7%
BRWM
1170
Blue Rock Wealth Management
North Carolina
$317K – – –
KCM
1171
Kathmere Capital Management
Pennsylvania
$315K -$121K -2,457 -26%
LAM
1172
L2 Asset Management
Massachusetts
$315K +$19.2K +388 +6%
FWM
1173
Fonville Wealth Management
Virginia
$315K -$840 -17 -0.2%
MFP
1174
Meridian Financial Partners
Virginia
$314K -$2.22K -45 -0.7%
WPW
1175
Waldron Private Wealth
Pennsylvania
$313K +$66.4K +1,344 +25%
45 46
47
48 49