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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
1226
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$252K +$9.27K +150 +3%
SFI
1227
SPC Financial Inc
Maryland
$252K +$27.8K +450 +11%
PWA
1228
Primoris Wealth Advisors
Florida
$251K – – –
KA
1229
Klingman & Associates
New York
$251K +$4.57K +74 +2%
QCM
1230
Quantinno Capital Management
New York
$251K +$14.5K +234 +6%
LIA
1231
LS Investment Advisors
Michigan
$250K -$7.78K -126 -3%
CG
1232
CFO4Life Group
Texas
$250K +$556 +9 +0.2%
WA
1233
Waverly Advisors
Alabama
$250K +$618 +10 +0.2%
RWM
1234
Raffa Wealth Management
District of Columbia
$250K -$4.63K -75 -2%
CCA
1235
Childress Capital Advisors
Texas
$248K +$269K +4,348 New
RPA
1236
Rock Point Advisors
Vermont
$247K – – –
CC
1237
Commons Capital
Massachusetts
$245K +$113K +1,836 +74%
TIA
1238
Tiemann Investment Advisors
California
$243K -$8.4K -136 -3%
CSWG
1239
Cardinal Strategic Wealth Guidance
Kentucky
$243K – – –
IC
1240
Intersect Capital
California
$242K -$24.2K -392 -8%
PWMAG
1241
Pinnacle Wealth Management Advisory Group
New Jersey
$242K – – –
CPA
1242
Capital Planning Advisors
California
$242K +$679 +11 +0.3%
MCM
1243
MV Capital Management
Maryland
$242K +$5.56K +90 +2%
TFA
1244
Teamwork Financial Advisors
Texas
$242K +$263K +4,263 New
BCM
1245
Breiter Capital Management
Florida
$241K -$36.3K -588 -12%
EWA
1246
ERTS Wealth Advisors
Michigan
$241K -$2.35K -38 -0.9%
GIM
1247
Guild Investment Management
California
$241K – – –
SW
1248
SVB Wealth
Massachusetts
$240K +$42.4K +686 +19%
PM
1249
Parametrica Management
Hong Kong
$239K +$260K +4,217 New
CM
1250
Capital Management
Virginia
$238K – – –
48 49
50
51 52