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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SHFP
1201
Second Half Financial Partners
Florida
$270K +$286K +4,638 New
SWIG
1202
Strategic Wealth Investment Group
Kentucky
$270K +$294K +4,754 New
MFC
1203
Morris Financial Concepts
South Carolina
$269K -$17K -275 -5%
GWS
1204
Glassman Wealth Services
Virginia
$269K +$14.1K +228 +5%
CT
1205
Cambridge Trust
Massachusetts
$269K +$102K +1,646 +53%
IRAG
1206
Investment Research & Advisory Group
Georgia
$267K – – –
PWLP
1207
Prio Wealth Limited Partnership
Massachusetts
$266K +$4.14K +67 +1%
HFBOT
1208
Home Federal Bank of Tennessee
Tennessee
$264K – – –
MHS
1209
M Holdings Securities
Oregon
$262K +$285K +4,613 New
FCB
1210
First Command Bank
Texas
$261K -$144K -2,329 -34%
FCFS
1211
First Command Financial Services
Texas
$261K -$109K -1,759 -28%
FHA
1212
Flagship Harbor Advisors
Massachusetts
$261K -$47.8K -774 -14%
TWC
1213
TD Waterhouse Canada
Ontario, Canada
$260K +$21.1K +342 +8%
IWA
1214
Intercontinental Wealth Advisors
Texas
$260K – – –
NF
1215
NTB Financial
Colorado
$260K – – –
SIMM
1216
Stillwater Investment Management (Minnesota)
Minnesota
$260K +$2.22K +36 +0.8%
NPF
1217
Norris Perne & French
Michigan
$259K -$6.18K -100 -2%
TFCP
1218
Twin Focus Capital Partners
Massachusetts
$259K – – –
FBB
1219
Fulton Breakefield Broenniman
Maryland
$258K -$15.4K -250 -5%
BCA
1220
Bay Colony Advisors
Massachusetts
$258K +$68.2K +1,104 +32%
AWA
1221
Amplius Wealth Advisors
Pennsylvania
$256K +$14M +226,514 +42,738%
FMWA
1222
Forvis Mazars Wealth Advisors
Missouri
$255K +$18K +291 +7%
WSC
1223
Wellington Shields & Co
New York
$253K +$12.4K +200 +5%
KFGK
1224
Keystone Financial Group (Kentucky)
Kentucky
$253K +$61.8K +1,000 +29%
FA
1225
Fortis Advisors
Pennsylvania
$253K +$111K +1,794 +67%
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