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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1201
Everhart Financial Group
Ohio
$293K +$315K +6,365 New
NWWA
1202
New Wave Wealth Advisors
Arkansas
$290K +$22K +446 +8%
LA
1203
LBP AM
France
$290K -$10.6M -213,897 -97%
SMC
1204
Smith, Moore & Co
Missouri
$288K -$5.34K -108 -2%
TFS
1205
truNorth Financial Services
Pennsylvania
$288K -$8.55K -173 -3%
HIGP
1206
Hill Investment Group Partners
Missouri
$288K – – –
MWM
1207
Manske Wealth Management
Texas
$287K -$19.6K -396 -6%
GPW
1208
Genesis Private Wealth
Virginia
$286K -$58.8K -1,190 -16%
CAM
1209
Councilmark Asset Management
Tennessee
$282K – – –
EAM
1210
Everstar Asset Management
North Carolina
$282K +$3.21K +65 +1%
AA
1211
Armis Advisers
Georgia
$281K -$20.7K -418 -6%
CFS
1212
Commonwealth Financial Services
West Virginia
$279K +$16.6K +335 +6%
GWMR
1213
GC Wealth Management RIA
Massachusetts
$279K -$88.3K -1,786 -23%
DMBA
1214
Deseret Mutual Benefit Administrators
Utah
$279K +$140K +2,833 +88%
WPC
1215
White Pine Capital
Minnesota
$278K +$299K +6,055 New
PMSA
1216
Patrick M. Sweeney & Associates
Illinois
$278K +$49 +1 +0%
PIP
1217
Peachtree Investment Partners
Florida
$278K +$2.96K +60 +1%
FFC
1218
Frederick Financial Consultants
Maryland
$278K +$3.85K +78 +1%
GI
1219
Gradient Investments
Minnesota
$277K -$31.7K -641 -10%
CCAM
1220
Cascades Capital Asset Management
North Carolina
$274K +$1.53K +31 +0.5%
DWM
1221
Diversify Wealth Management
Utah
$274K +$267K +5,412 New
IAN
1222
Integrated Advisors Network
Texas
$274K -$375K -7,594 -56%
SC
1223
Sapient Capital
Indiana
$273K -$19.1K -387 -6%
KFC
1224
Klingenstein Fields & Co
New York
$272K – – –
DWP
1225
Destiny Wealth Partners
Florida
$271K +$291K +5,887 New
47 48
49
50 51