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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1226
Liberty Capital Management
Michigan
$236K +$247K +4,036 New
FUBT
1227
First United Bank & Trust
Maryland
$234K -$14.1K -230 -5%
MHIC
1228
Marble Harbor Investment Counsel
Massachusetts
$234K – – –
SFI
1229
SPC Financial Inc
Maryland
$234K – – –
DOA
1230
D'Orazio & Associates
Virginia
$234K +$6.11K +100 +3%
SF
1231
SBK Financial
Virginia
$234K +$244K +4,000 New
B
1232
Bailard
California
$234K +$245K +4,002 New
T
1233
TOBAM
France
$233K -$46.4K -760 -16%
SHWM
1234
Smith & Howard Wealth Management
Georgia
$233K -$22.4K -366 -8%
CWM
1235
Circle Wealth Management
New Jersey
$233K +$31.8K +520 +15%
CCA
1236
Cottonwood Capital Advisors
Utah
$232K +$242K +3,956 New
AIP
1237
Almanack Investment Partners
Pennsylvania
$230K -$5.32K -87 -2%
CT
1238
Columbia Trust
Oregon
$230K – – –
BRWM
1239
B. Riley Wealth Management
Tennessee
$230K +$12.2K +200 +5%
PCG
1240
Private Capital Group
Connecticut
$228K -$33.5K -549 -12%
KFP
1241
KB Financial Partners
New Jersey
$228K -$25.4K -416 -10%
ETC
1242
Exchange Traded Concepts
Oklahoma
$228K +$220K +3,608 +1,262%
BBW
1243
Blue Barn Wealth
Utah
$227K -$122 -2 -0.1%
BWA
1244
Burt Wealth Advisors
Maryland
$227K – – –
CI
1245
Chartist Inc
California
$227K +$19.9K +325 +9%
FAIM
1246
Financial Advocates Investment Management
Washington
$226K -$4.15K -68 -2%
GA
1247
Geller Advisors
New York
$225K -$61 -1 -0%
CHA
1248
Carmichael Hill & Associates
Maryland
$225K – – –
RPWA
1249
Regent Peak Wealth Advisors
Georgia
$223K +$2.2K +36 +1%
SIC
1250
Samalin Investment Counsel
New York
$221K +$11.9K +195 +5%
48 49
50
51 52