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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
1176
Retirement Planning Group (Kansas)
Kansas
$279K +$275K +6,100 New
SWIG
1177
Strategic Wealth Investment Group
Kentucky
$279K +$275K +6,099 New
WA
1178
WBH Advisory
Maryland
$279K +$8.43K +187 +3%
OF
1179
Outfitter Financial
Maine
$278K -$124K -2,750 -31%
FFC
1180
Frederick Financial Consultants
Maryland
$278K +$2.48K +55 +0.9%
EAM
1181
Everstar Asset Management
North Carolina
$277K +$6.99K +155 +3%
AWMM
1182
Aegis Wealth Management (Maryland)
Maryland
$276K -$55.6K -1,234 -17%
BIG
1183
Brooklyn Investment Group
New York
$276K -$13.3K -295 -4%
CPA
1184
Court Place Advisors
Maryland
$275K +$9.02K +200 +3%
AWM
1185
Avaii Wealth Management
Wisconsin
$275K +$316 +7 +0.1%
SM
1186
Salzhauer Michael
$274K – – –
SC
1187
Sapient Capital
Indiana
$273K -$29.1K -645 -10%
TFO
1188
Timonier Family Office
North Carolina
$272K – – –
PPW
1189
Parcion Private Wealth
Washington
$271K +$17.9K +398 +7%
KFC
1190
Klingenstein Fields & Co
New York
$270K – – –
CCAM
1191
Cascades Capital Asset Management
North Carolina
$270K -$3.02K -67 -1%
STA
1192
Smith Thornton Advisors
Alabama
$270K +$10.4K +231 +4%
FLI
1193
Family Legacy Inc
South Carolina
$268K – – –
PFM
1194
Patton Fund Management
Texas
$267K – – –
DOA
1195
D'Orazio & Associates
Virginia
$267K -$5.95K -132 -2%
CF
1196
Convergence Financial
Missouri
$267K -$37.6K -833 -13%
BBA
1197
BLB&B Advisors
Pennsylvania
$265K +$7.21K +160 +3%
SMC
1198
Smith, Moore & Co
Missouri
$265K +$19.1K +423 +8%
AFGAS
1199
Allegiance Financial Group Advisory Services
Virginia
$264K +$7.66K +170 +3%
EWM
1200
Evermay Wealth Management
Virginia
$263K -$2.25K -50 -0.9%
46 47
48
49 50