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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
1201
Wells Trecaso Financial Group
Ohio
$204K +$192K +3,500 New
BMWM
1202
Brown Miller Wealth Management
Virginia
$204K +$192K +3,503 New
FMI
1203
F/M Investments
District of Columbia
$203K +$190K +3,474 New
LWM
1204
Lyell Wealth Management
California
$203K +$191K +3,484 New
NCM
1205
Northside Capital Management
Oregon
$203K +$191K +3,485 New
BFPW
1206
BOK Financial Private Wealth
Colorado
$202K +$189K +3,456 New
WP
1207
WMS Partners
Maryland
$202K +$189K +3,456 New
DI
1208
Diligent Investors
California
$202K +$190K +3,467 New
TP
1209
Tranquility Partners
Tennessee
$201K +$189K +3,440 New
CCM
1210
Carderock Capital Management
Maryland
$200K +$188K +3,437 New
SIC
1211
Samalin Investment Counsel
New York
$200K +$189K +3,441 New
CFD
1212
Creative Financial Designs
Indiana
$197K +$11.8K +216 +7%
APC
1213
Aspire Private Capital
North Carolina
$196K +$170K +3,104 +1,242%
HI
1214
Hudock Inc
Pennsylvania
$194K -$104K -1,892 -36%
VRM
1215
Vectors Research Management
New York
$194K +$99.8K +1,820 +121%
EI
1216
Ellevest Inc
New York
$191K +$114K +2,084 +175%
Capstone Investment Advisors
1217
Capstone Investment Advisors
New York
$186K +$175K +3,184 New
AWA
1218
Arkadios Wealth Advisors
Georgia
$185K +$39.1K +713 +29%
GWMIA
1219
Global Wealth Management Investment Advisory
Florida
$182K – – –
NICM
1220
Neo Ivy Capital Management
New York
$181K +$170K +3,095 New
AWC
1221
Abundance Wealth Counselors
Pennsylvania
$181K +$170K +3,108 New
CIR
1222
Clear Investment Research
Georgia
$175K – – –
PG
1223
Proffitt & Goodson
Tennessee
$175K – – –
PWA
1224
Phoenix Wealth Advisors
North Carolina
$168K +$14.6K +266 +10%
FHC
1225
First Horizon Corporation
Tennessee
$164K +$20.6K +375 +15%