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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
1201
Smith Thornton Advisors
Alabama
$244K +$2.35K +60 +1%
BBA
1202
BLB&B Advisors
Pennsylvania
$242K -$212K -5,412 -49%
HWA
1203
Heartwood Wealth Advisors
Virginia
$241K -$42.5K -1,086 -16%
AFGAS
1204
Allegiance Financial Group Advisory Services
Virginia
$241K +$219K +5,604 New
MWA
1205
Muirfield Wealth Advisors
North Carolina
$241K +$2.86K +73 +1%
SHWM
1206
Smith & Howard Wealth Management
Georgia
$240K +$274 +7 +0.1%
CA
1207
Continuum Advisory
Idaho
$239K -$157K -4,003 -42%
PCM
1208
Penserra Capital Management
California
$239K -$256K -6,534 -54%
CWMS
1209
Cannon Wealth Management Services
North Carolina
$239K – – –
EW
1210
Evoke Wealth
California
$238K +$217K +5,543 New
PPW
1211
Parcion Private Wealth
Washington
$238K -$5.49M -140,424 -96%
NLP
1212
Next Level Private
New York
$238K +$3.17K +81 +1%
MAM
1213
Madison Asset Management
Wisconsin
$236K – – –
TFA
1214
Transamerica Financial Advisors
Florida
$236K -$9.78K -250 -4%
SFA
1215
Souders Financial Advisors
Ohio
$236K +$215K +5,496 New
CPC
1216
Consolidated Planning Corp
Georgia
$236K +$215K +5,488 New
RPA
1217
Rock Point Advisors
Vermont
$235K – – –
BRWM
1218
Blue Rock Wealth Management
North Carolina
$232K – – –
MPIA
1219
Mountain Pacific Investment Advisers
Idaho
$231K – – –
SMC
1220
Smith, Moore & Co
Missouri
$231K +$313 +8 +0.1%
HAM
1221
Harmony Asset Management
Arizona
$230K +$210K +5,355 New
TA
1222
TrueWealth Advisors
Alabama
$229K +$14.5K +371 +7%
SWM
1223
Silverlake Wealth Management
Vermont
$229K +$209K +5,335 New
YCG
1224
Yeomans Consulting Group
Georgia
$229K +$4.54K +116 +2%
AFW
1225
Atlantic Family Wealth
Florida
$229K -$783 -20 -0.4%
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