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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
1201
Summit Financial Wealth Advisors
Louisiana
$304K +$285K +6,183 New
GIA
1202
Gateway Investment Advisers
Ohio
$304K +$284K +6,173 New
CAM
1203
Councilmark Asset Management
Tennessee
$302K – – –
CIA
1204
Cape Investment Advisory
Georgia
$301K +$46.6K +1,012 +20%
DOA
1205
D'Orazio & Associates
Virginia
$301K +$12.1K +263 +5%
OF
1206
Outfitter Financial
Maine
$299K -$921 -20 -0.3%
EAM
1207
Everstar Asset Management
North Carolina
$298K – – –
PMSA
1208
Patrick M. Sweeney & Associates
Illinois
$298K -$10.8K -234 -4%
NP
1209
Nilsine Partners
Colorado
$296K +$37.9K +822 +16%
PIP
1210
Peachtree Investment Partners
Florida
$295K -$5.53K -120 -2%
FFC
1211
Frederick Financial Consultants
Maryland
$293K -$5.8K -126 -2%
JIC
1212
Joel Isaacson & Co
New York
$293K -$31.5K -683 -10%
TFO
1213
Timonier Family Office
North Carolina
$292K – – –
AWM
1214
Avaii Wealth Management
Wisconsin
$292K -$3.13K -68 -1%
CCAM
1215
Cascades Capital Asset Management
North Carolina
$292K +$1.57K +34 +0.6%
KA
1216
Kovack Advisors
Florida
$292K +$273K +5,931 New
KFC
1217
Klingenstein Fields & Co
New York
$291K – – –
FGWP
1218
Founders Grove Wealth Partners
Virginia
$290K -$75.6K -1,641 -22%
FLI
1219
Family Legacy Inc
South Carolina
$289K – – –
BHPW
1220
Beverly Hills Private Wealth
California
$289K -$13.1K -285 -5%
NWWA
1221
New Wave Wealth Advisors
Arkansas
$288K +$16.4K +355 +6%
TWC
1222
TD Waterhouse Canada
Ontario, Canada
$288K +$97.9K +2,125 +57%
MWM
1223
Modern Wealth Management
Kansas
$288K +$31.6K +687 +13%
AWMM
1224
Aegis Wealth Management (Maryland)
Maryland
$285K -$11.2K -243 -4%
AA
1225
Armis Advisers
Georgia
$285K +$297K +6,451 New
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