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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
1201
Great Valley Advisor Group
Delaware
$316K +$40.7K +827 +15%
AFM
1202
Abbot Financial Management
Massachusetts
$314K +$21.7K +442 +8%
AA
1203
Armis Advisers
Georgia
$314K +$3.44K +70 +1%
TFS
1204
truNorth Financial Services
Pennsylvania
$313K +$344 +7 +0.1%
SMC
1205
Smith, Moore & Co
Missouri
$312K +$98 +2 +0%
KIM
1206
Kestra Investment Management
Texas
$312K -$85.1K -1,729 -22%
HIGP
1207
Hill Investment Group Partners
Missouri
$312K – – –
VCM
1208
Versant Capital Management
Arizona
$311K +$149K +3,025 +94%
DT
1209
DV Trading
Illinois
$309K +$305K +6,210 New
MWM
1210
Manske Wealth Management
Texas
$309K -$1.57K -32 -0.5%
IAN
1211
Integrated Advisors Network
Texas
$309K +$11.7K +237 +4%
GI
1212
Gradient Investments
Minnesota
$308K +$7.77K +158 +3%
AFGAS
1213
Allegiance Financial Group Advisory Services
Virginia
$306K -$29.7K -603 -9%
CAM
1214
Councilmark Asset Management
Tennessee
$306K – – –
SBFM
1215
S-Bank Fund Management
Finland
$306K +$302K +6,139 New
4WM
1216
44 Wealth Management
Oregon
$305K -$13.3K -270 -4%
CCAM
1217
Cascades Capital Asset Management
North Carolina
$305K +$7.48K +152 +3%
CFS
1218
Commonwealth Financial Services
West Virginia
$304K +$1.13K +23 +0.4%
PPW
1219
Parcion Private Wealth
Washington
$302K +$24.8K +505 +9%
EAM
1220
Everstar Asset Management
North Carolina
$302K -$3.2K -65 -1%
PIP
1221
Peachtree Investment Partners
Florida
$302K +$492 +10 +0.2%
FWM
1222
Focused Wealth Management
New York
$301K +$298K +6,051 New
WPC
1223
White Pine Capital
Minnesota
$301K -$738 -15 -0.2%
FGWP
1224
Founders Grove Wealth Partners
Virginia
$299K +$20.8K +423 +8%
N
1225
Numerai
California
$298K -$963K -19,574 -77%
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