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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1226
SBK Financial
Virginia
$234K +$244K +4,000 New
B
1227
Bailard
California
$234K +$245K +4,002 New
T
1228
TOBAM
France
$233K -$46.4K -760 -16%
SHWM
1229
Smith & Howard Wealth Management
Georgia
$233K -$22.4K -366 -8%
CWM
1230
Circle Wealth Management
New Jersey
$233K +$31.8K +520 +15%
CCA
1231
Cottonwood Capital Advisors
Utah
$232K +$242K +3,956 New
AIP
1232
Almanack Investment Partners
Pennsylvania
$230K -$5.32K -87 -2%
CT
1233
Columbia Trust
Oregon
$230K – – –
BRWM
1234
B. Riley Wealth Management
Tennessee
$230K +$12.2K +200 +5%
PCG
1235
Private Capital Group
Connecticut
$228K -$33.5K -549 -12%
KFP
1236
KB Financial Partners
New Jersey
$228K -$25.4K -416 -10%
ETC
1237
Exchange Traded Concepts
Oklahoma
$228K +$220K +3,608 +1,262%
BBW
1238
Blue Barn Wealth
Utah
$227K -$122 -2 -0.1%
BWA
1239
Burt Wealth Advisors
Maryland
$227K – – –
CI
1240
Chartist Inc
California
$227K +$19.9K +325 +9%
FAIM
1241
Financial Advocates Investment Management
Washington
$226K -$4.15K -68 -2%
GA
1242
Geller Advisors
New York
$225K -$61 -1 -0%
CHA
1243
Carmichael Hill & Associates
Maryland
$225K – – –
RPWA
1244
Regent Peak Wealth Advisors
Georgia
$223K +$2.2K +36 +1%
SIC
1245
Samalin Investment Counsel
New York
$221K +$11.9K +195 +5%
APP
1246
Avantax Planning Partners
Iowa
$221K +$18.8K +308 +9%
BG
1247
Bollard Group
Massachusetts
$220K +$1.83K +30 +0.8%
IAIM
1248
International Assets Investment Management
Florida
$220K +$267K +4,375 New
MFG
1249
Merit Financial Group
Georgia
$219K -$8.8K -144 -4%
RWA
1250
Ropes Wealth Advisors
Massachusetts
$219K – – –
48 49
50
51 52