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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1201
Circle Wealth Management
New Jersey
$203K +$193K +3,459 New
KFGK
1202
Keystone Financial Group (Kentucky)
Kentucky
$203K +$194K +3,464 New
APP
1203
Avantax Planning Partners
Iowa
$203K +$194K +3,466 New
CHA
1204
Cooper/Haims Advisors
New York
$202K +$193K +3,447 New
RAM
1205
Roanoke Asset Management
New Jersey
$202K +$193K +3,447 New
KMWM
1206
Keudell/Morrison Wealth Management
Oregon
$202K +$193K +3,451 New
KFC
1207
Klingenstein Fields & Co
New York
$201K +$191K +3,425 New
FMT
1208
First Mercantile Trust
Tennessee
$196K -$24.6K -440 -12%
CCM
1209
Carderock Capital Management
Maryland
$190K +$181K +3,237 New
GWS
1210
Glassman Wealth Services
Virginia
$186K -$52.6K -942 -23%
CPC
1211
Consolidated Planning Corp
Georgia
$183K +$174K +3,121 New
CI
1212
CX Institutional
Indiana
$180K +$50.5K +904 +42%
AF
1213
Allworth Financial
California
$179K +$70.2K +1,257 +70%
CIR
1214
Clear Investment Research
Georgia
$176K – – –
PG
1215
Proffitt & Goodson
Tennessee
$173K -$2.63K -47 -2%
PWA
1216
Phoenix Wealth Advisors
North Carolina
$172K – – –
OIA
1217
Optimum Investment Advisors
Illinois
$161K -$765K -13,682 -83%
WQ
1218
Wealth Quarterback
New Jersey
$158K +$894 +16 +0.6%
JWA
1219
JFS Wealth Advisors
Pennsylvania
$157K +$131K +2,342 +705%
EIP
1220
Ellis Investment Partners
Pennsylvania
$155K +$782 +14 +0.5%
GCM
1221
Gables Capital Management
Florida
$148K – – –
HIA
1222
Harbor Investment Advisory
Maryland
$145K – – –
JWM
1223
Janiczek Wealth Management
Colorado
$142K +$224 +4 +0.2%
SM
1224
SG3 Management
Puerto Rico
$141K +$134K +2,400 New
APC
1225
Aspire Private Capital
North Carolina
$139K -$4.92K -88 -4%
47 48
49
50 51