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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1176
Kovack Advisors
Florida
$207K +$219K +3,725 New
RWP
1177
RWA Wealth Partners
Massachusetts
$207K +$219K +3,735 New
BG
1178
Bollard Group
Massachusetts
$205K +$1.59K +27 +0.7%
RPWA
1179
Regent Peak Wealth Advisors
Georgia
$203K -$36K -613 -14%
CCC
1180
Crescent Capital Consulting
Louisiana
$203K -$11.2K -190 -5%
LWM
1181
Lyell Wealth Management
California
$203K +$10.4K +177 +5%
KCM
1182
Kendall Capital Management
Maryland
$202K – – –
CCIA
1183
Campbell & Co Investment Adviser
Maryland
$201K -$115K -1,950 -35%
PP
1184
Patron Partners
Texas
$201K -$48.3K -822 -18%
FUBT
1185
First United Bank & Trust
Maryland
$201K -$22.4K -382 -10%
TA
1186
TrueWealth Advisors
Alabama
$201K +$213K +3,624 New
CC
1187
Chicago Capital
Illinois
$200K – – –
SFO
1188
Standard Family Office
South Dakota
$200K – – –
CFD
1189
Creative Financial Designs
Indiana
$195K +$7.4K +126 +4%
AAP
1190
Arax Advisory Partners
Colorado
$193K +$204K +3,470 New
NFG
1191
Next Financial Group
Texas
$186K -$19.7K -336 -9%
MCM
1192
MV Capital Management
Maryland
$184K +$75.1K +1,278 +63%
GWMIA
1193
Global Wealth Management Investment Advisory
Florida
$182K +$9.4K +160 +5%
BCA
1194
Berman Capital Advisors
Georgia
$178K +$37.2K +633 +25%
CAM
1195
CenterStar Asset Management
Illinois
$174K – – –
CIR
1196
Clear Investment Research
Georgia
$167K – – –
PG
1197
Proffitt & Goodson
Tennessee
$167K – – –
FHC
1198
First Horizon Corporation
Tennessee
$166K +$10.9K +185 +7%
PWA
1199
Phoenix Wealth Advisors
North Carolina
$160K +$4.88K +83 +3%
WQ
1200
Wealth Quarterback
New Jersey
$149K +$157K +2,673 New
46 47
48
49 50