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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NEAM
1201
New England Asset Management
Connecticut
$132K – – –
AIC
1202
Ameritas Investment Company
Nebraska
$129K +$47.5K +877 +62%
EWM
1203
EPG Wealth Management
Georgia
$128K +$123K +2,276 New
PCA
1204
Peddock Capital Advisors
Massachusetts
$126K +$121K +2,234 New
LFA
1205
Lighthouse Financial Advisors
Maryland
$124K +$119K +2,202 New
KTC
1206
Kistler-Tiffany Companies
Pennsylvania
$122K – – –
VCM
1207
Versant Capital Management
Arizona
$121K +$43.8K +808 +60%
BWM
1208
BerganKDV Wealth Management
Minnesota
$121K +$87.1K +1,609 +300%
BAM
1209
Belpointe Asset Management
Nevada
$119K +$115K +2,131 New
SCM
1210
Silvant Capital Management
Georgia
$115K +$41K +757 +59%
WQ
1211
Wealth Quarterback
New Jersey
$114K +$110K +2,025 New
CYG
1212
Clean Yield Group
Vermont
$113K +$109K +2,011 New
IAS
1213
IMA Advisory Services
Colorado
$110K – – –
WEC
1214
Winslow Evans & Crocker
Massachusetts
$108K +$103K +1,902 New
LS
1215
Leelyn Smith
Illinois
$107K +$103K +1,907 New
VLKIM
1216
Van Lanschot Kempen Investment Management
Netherlands
$106K -$796K -14,701 -89%
AF
1217
Allworth Financial
California
$106K – – –
SFSIG
1218
San Francisco Sentry Investment Group
California
$106K +$36.2K +669 +55%
PA
1219
Procyon Advisors
Connecticut
$102K +$98.3K +1,815 New
CWP
1220
CFM Wealth Partners
Texas
$98K +$94.5K +1,746 New
SQA
1221
Simon Quick Advisors
New Jersey
$98K +$94.5K +1,746 New
HWM
1222
Holloway Wealth Management
Florida
$96K – – –
NFG
1223
Next Financial Group
Texas
$95K +$28.3K +522 +45%
CFD
1224
Creative Financial Designs
Indiana
$91K – – –
PCIA
1225
Prime Capital Investment Advisors
Kansas
$90K +$46.1K +852 +114%
47 48
49
50 51