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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1201
Optimum Investment Advisors
Illinois
$236K -$17.5K -400 -7%
MFS
1202
Mirabella Financial Services
United Kingdom
$234K +$27.5K +627 +13%
RP
1203
Riverwater Partners
Wisconsin
$234K +$239K +5,449 New
ACP
1204
Aviance Capital Partners
Florida
$234K +$5.4K +123 +2%
CPWA
1205
Cerro Pacific Wealth Advisors
California
$233K +$238K +5,417 New
CAMV
1206
Concord Asset Management (Virginia)
Virginia
$233K +$237K +5,408 New
MCA
1207
Millennium Capital Advisors
Arkansas
$232K – – –
BAM
1208
Blueshift Asset Management
New Jersey
$231K +$18.1K +412 +8%
SIC
1209
Samalin Investment Counsel
New York
$229K +$11.4K +259 +5%
OFG
1210
Oxford Financial Group
Indiana
$229K +$233K +5,315 New
NCM
1211
Northside Capital Management
Oregon
$229K +$233K +5,313 New
BWM
1212
Baron Wealth Management
Michigan
$229K +$233K +5,312 New
AA
1213
AlphaMark Advisors
Kentucky
$228K +$27.3K +622 +13%
AWP
1214
Atlas Wealth Partners
Pennsylvania
$228K +$200K +4,550 New
MKA
1215
M. Kulyk & Associates
Georgia
$228K -$526 -12 -0.2%
NJBEST
1216
New Jersey Better Educational Savings Trust
New Jersey
$228K – – –
HI
1217
Harbour Investments
Wisconsin
$227K +$31.5K +718 +16%
CWG
1218
Cornerstone Wealth Group
North Carolina
$227K -$9.21K -210 -4%
SHFP
1219
Second Half Financial Partners
Florida
$226K +$201K +4,583 New
TCM
1220
Tandem Capital Management
New Jersey
$224K -$19.3K -440 -8%
MHC
1221
Meyer Handelman Company
New York
$224K – – –
PCS
1222
Personal CFO Solutions
New Jersey
$224K +$228K +5,200 New
SHFA
1223
SC&H Financial Advisors
Maryland
$223K – – –
NLP
1224
Next Level Private
New York
$223K +$214K +4,868 New
HA
1225
HC Advisors
Georgia
$223K +$175 +4 +0.1%
47 48
49
50 51