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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFI
1226
SPC Financial Inc
Maryland
$252K +$27.8K +450 +11%
PWA
1227
Primoris Wealth Advisors
Florida
$251K – – –
KA
1228
Klingman & Associates
New York
$251K +$4.57K +74 +2%
QCM
1229
Quantinno Capital Management
New York
$251K +$14.5K +234 +6%
LIA
1230
LS Investment Advisors
Michigan
$250K -$7.78K -126 -3%
CG
1231
CFO4Life Group
Texas
$250K +$556 +9 +0.2%
WA
1232
Waverly Advisors
Alabama
$250K +$618 +10 +0.2%
RWM
1233
Raffa Wealth Management
District of Columbia
$250K -$4.63K -75 -2%
CCA
1234
Childress Capital Advisors
Texas
$248K +$269K +4,348 New
RPA
1235
Rock Point Advisors
Vermont
$247K – – –
CC
1236
Commons Capital
Massachusetts
$245K +$113K +1,836 +74%
TIA
1237
Tiemann Investment Advisors
California
$243K -$8.4K -136 -3%
CSWG
1238
Cardinal Strategic Wealth Guidance
Kentucky
$243K – – –
IC
1239
Intersect Capital
California
$242K -$24.2K -392 -8%
PWMAG
1240
Pinnacle Wealth Management Advisory Group
New Jersey
$242K – – –
CPA
1241
Capital Planning Advisors
California
$242K +$679 +11 +0.3%
MCM
1242
MV Capital Management
Maryland
$242K +$5.56K +90 +2%
TFA
1243
Teamwork Financial Advisors
Texas
$242K +$263K +4,263 New
BCM
1244
Breiter Capital Management
Florida
$241K -$36.3K -588 -12%
EWA
1245
ERTS Wealth Advisors
Michigan
$241K -$2.35K -38 -0.9%
GIM
1246
Guild Investment Management
California
$241K – – –
SW
1247
SVB Wealth
Massachusetts
$240K +$42.4K +686 +19%
PM
1248
Parametrica Management
Hong Kong
$239K +$260K +4,217 New
CM
1249
Capital Management
Virginia
$238K – – –
HI
1250
Hudock Inc
Pennsylvania
$237K -$30.7K -497 -11%
48 49
50
51 52