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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1201
Kestra Investment Management
Texas
$262K +$29K +643 +13%
BA
1202
Bridgewater Advisors
New York
$262K +$30.9K +686 +9%
LI
1203
Lafayette Investments
Maryland
$262K – – –
CA
1204
Calton & Associates
Florida
$261K -$27.4K -607 -10%
MWA
1205
Muirfield Wealth Advisors
North Carolina
$259K +$2.79K +62 +1%
GS
1206
GTS Securities
Florida
$258K -$21K -465 -8%
CGL
1207
Clarius Group LLC
Washington
$256K -$98.5K -2,185 -28%
FA
1208
Faithward Advisors
Pennsylvania
$255K +$22.4K +497 +10%
PCM
1209
Penserra Capital Management
California
$254K – – –
NLP
1210
Next Level Private
New York
$253K +$2.34K +52 +0.9%
JFGIW
1211
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$253K +$81.8K +1,814 +49%
GF
1212
Gries Financial
Ohio
$252K +$10.5K +233 +4%
NWWA
1213
New Wave Wealth Advisors
Arkansas
$252K +$20.7K +460 +9%
RPA
1214
Rock Point Advisors
Vermont
$250K – – –
IQI
1215
Integrated Quantitative Investments
Washington
$250K +$247K +5,474 New
FH
1216
FWG Holdings
Florida
$250K – – –
CPSAC
1217
Chas P. Smith & Associates (CPS)
Florida
$249K -$838K -18,578 -77%
FC
1218
Financial Consulate
Maryland
$247K +$244K +5,413 New
TA
1219
TrueWealth Advisors
Alabama
$246K +$2.48K +55 +1%
MPIA
1220
Mountain Pacific Investment Advisers
Idaho
$245K – – –
HAM
1221
Harmony Asset Management
Arizona
$245K +$406 +9 +0.2%
OPPS
1222
Obsidian Personal Planning Solutions
Maryland
$243K +$246K +5,447 New
CI
1223
Conning Inc
Connecticut
$243K – – –
WA
1224
WealthTrust Axiom
Pennsylvania
$242K – – –
WPW
1225
Waldron Private Wealth
Pennsylvania
$242K +$676 +15 +0.3%
47 48
49
50 51