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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1226
Continuum Advisory
Idaho
$295K +$27.4K +558 +10%
KFC
1227
Klingenstein Fields & Co
New York
$295K – – –
FLI
1228
Family Legacy Inc
South Carolina
$292K – – –
DWM
1229
Diversify Wealth Management
Utah
$292K +$8.9K +181 +3%
DAS
1230
Diversify Advisory Services
Utah
$292K +$275K +5,593 New
PMSA
1231
Patrick M. Sweeney & Associates
Illinois
$291K -$10.6K -216 -4%
FH
1232
FWG Holdings
Florida
$288K +$5.36K +109 +2%
EFG
1233
Everhart Financial Group
Ohio
$288K -$28.7K -583 -9%
CP
1234
Cornerstone Planning
North Carolina
$288K – – –
SFA
1235
Souders Financial Advisors
Ohio
$288K +$2.75K +56 +1%
NLP
1236
Next Level Private
New York
$287K +$2.46K +50 +0.9%
CFP
1237
Cascade Financial Partners
California
$286K +$4.82K +98 +2%
XPN
1238
XY Planning Network
Montana
$285K +$282K +5,726 New
BBA
1239
BLB&B Advisors
Pennsylvania
$285K +$541 +11 +0.2%
VW
1240
Vantus Wealth
Pennsylvania
$285K +$281K +5,718 New
JIC
1241
Joel Isaacson & Co
New York
$285K +$492 +10 +0.2%
FFC
1242
Frederick Financial Consultants
Maryland
$284K -$16.6K -338 -6%
EWM
1243
Evermay Wealth Management
Virginia
$283K -$3.25K -66 -1%
VWA
1244
Visionary Wealth Advisors
Illinois
$282K – – –
TWP
1245
Triad Wealth Partners
Kansas
$282K +$267K +5,433 New
PFA
1246
Pure Financial Advisors
California
$282K +$60.7K +1,234 +28%
CS
1247
Capital Square
Tennessee
$282K +$49.3K +1,002 +23%
WPW
1248
Waldron Private Wealth
Pennsylvania
$282K -$56.6K -1,151 -17%
AWMM
1249
Aegis Wealth Management (Maryland)
Maryland
$280K -$4.28K -87 -2%
GS
1250
GTS Securities
Florida
$278K -$572K -11,637 -68%
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