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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1201
Selective Wealth Management
Virginia
$258K -$55.7K -1,250 -15%
GL
1202
Graypoint LLC
New York
$256K -$22.8K -512 -8%
TVAMP
1203
Tennessee Valley Asset Management Partners
Tennessee
$255K +$277K +6,226 New
LF
1204
LifePlan Financial
Minnesota
$253K -$1.83K -41 -0.7%
CFO
1205
CVA Family Office
Colorado
$253K +$8.6K +193 +3%
ATPW
1206
Ashton Thomas Private Wealth
Arizona
$253K +$20.4K +458 +8%
ACM
1207
Altrius Capital Management
North Carolina
$252K – – –
DWP
1208
Daymark Wealth Partners
Ohio
$252K -$49.3K -1,106 -15%
1IA
1209
1620 Investment Advisors
Massachusetts
$251K -$2.36K -53 -0.9%
AWM
1210
Avaii Wealth Management
Wisconsin
$251K – – –
LF
1211
Lantz Financial
Illinois
$251K +$8.11K +182 +3%
S
1212
Sunpointe
Missouri
$251K -$3.16K -71 -1%
BA
1213
Bristlecone Advisors
Washington
$250K -$12.1K -271 -4%
TCA
1214
Transcend Capital Advisors
New Jersey
$250K -$10.5K -236 -4%
RS
1215
Rakuten Securities
Japan
$248K -$6.73K -151 -2%
FA
1216
FDx Advisors
Illinois
$248K -$1.43K -32 -0.5%
FFC
1217
Frederick Financial Consultants
Maryland
$247K +$2.36K +53 +0.9%
EWM
1218
Evermay Wealth Management
Virginia
$245K – – –
TFO
1219
Timonier Family Office
North Carolina
$244K -$24.5K -551 -8%
CCAM
1220
Cascades Capital Asset Management
North Carolina
$244K +$55.5K +1,245 +27%
TCBWMS
1221
Texas Capital Bank Wealth Management Services
Texas
$243K +$264K +5,917 New
KFC
1222
Klingenstein Fields & Co
New York
$243K – – –
EAM
1223
Everstar Asset Management
North Carolina
$243K -$535 -12 -0.2%
DS
1224
DRW Securities
Illinois
$243K -$134K -3,015 -34%
FLI
1225
Family Legacy Inc
South Carolina
$242K -$25.1K -563 -9%
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49
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