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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
1226
Morris Financial Concepts
South Carolina
$298K -$24.8K -505 -8%
CWP
1227
Curated Wealth Partners
California
$298K +$32.5K +660 +12%
BHC
1228
Bull Harbor Capital
Maryland
$297K +$21.4K +436 +8%
GWMR
1229
GC Wealth Management RIA
Massachusetts
$297K -$5.61K -114 -2%
BS
1230
Banco Santander
Spain
$297K -$162K -3,285 -36%
VMMC
1231
V.M. Manning & Co
South Carolina
$296K +$292K +5,944 New
TFO
1232
Timonier Family Office
North Carolina
$296K +$292K +5,941 New
CA
1233
Continuum Advisory
Idaho
$295K +$27.4K +558 +10%
KFC
1234
Klingenstein Fields & Co
New York
$295K – – –
FLI
1235
Family Legacy Inc
South Carolina
$292K – – –
DWM
1236
Diversify Wealth Management
Utah
$292K +$8.9K +181 +3%
DAS
1237
Diversify Advisory Services
Utah
$292K +$275K +5,593 New
PMSA
1238
Patrick M. Sweeney & Associates
Illinois
$291K -$10.6K -216 -4%
FH
1239
FWG Holdings
Florida
$288K +$5.36K +109 +2%
EFG
1240
Everhart Financial Group
Ohio
$288K -$28.7K -583 -9%
CP
1241
Cornerstone Planning
North Carolina
$288K – – –
SFA
1242
Souders Financial Advisors
Ohio
$288K +$2.75K +56 +1%
NLP
1243
Next Level Private
New York
$287K +$2.46K +50 +0.9%
CFP
1244
Cascade Financial Partners
California
$286K +$4.82K +98 +2%
XPN
1245
XY Planning Network
Montana
$285K +$282K +5,726 New
BBA
1246
BLB&B Advisors
Pennsylvania
$285K +$541 +11 +0.2%
VW
1247
Vantus Wealth
Pennsylvania
$285K +$281K +5,718 New
JIC
1248
Joel Isaacson & Co
New York
$285K +$492 +10 +0.2%
FFC
1249
Frederick Financial Consultants
Maryland
$284K -$16.6K -338 -6%
EWM
1250
Evermay Wealth Management
Virginia
$283K -$3.25K -66 -1%
48 49
50
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