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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
1226
SC&H Financial Advisors
Maryland
$223K – – –
NLP
1227
Next Level Private
New York
$223K +$214K +4,868 New
HA
1228
HC Advisors
Georgia
$223K +$175 +4 +0.1%
FPGT
1229
Financial Partners Group (Tennessee)
Tennessee
$222K +$226K +5,154 New
AFAS
1230
Acorn Financial Advisory Services
Virginia
$220K +$224K +5,117 New
SWA
1231
Sutton Wealth Advisors
Florida
$218K -$6.4K -146 -3%
HT
1232
HighTower Trust
Texas
$218K -$31.5K -718 -12%
TFA
1233
Toth Financial Advisory
Virginia
$218K – – –
JLBC
1234
J.L. Bainbridge & Co
Florida
$218K -$3.77K -86 -2%
NICM
1235
Neo Ivy Capital Management
New York
$217K +$60.8K +1,386 +38%
OC
1236
Oakworth Capital
Alabama
$217K – – –
C
1237
CFO4Life
Texas
$216K +$220K +5,024 New
CG
1238
CFO4Life Group
Texas
$216K +$220K +5,024 New
TAM
1239
Tocqueville Asset Management
New York
$215K – – –
HC
1240
Hamilton Capital
Ohio
$214K +$218K +4,963 New
I
1241
InceptionR
California
$213K +$217K +4,957 New
FNBT
1242
FineMark National Bank & Trust
Florida
$211K +$216K +4,914 New
SA
1243
Stewardship Advisors
Pennsylvania
$211K – – –
RTC
1244
Riverview Trust Company
Washington
$211K -$97.3K -2,219 -31%
FFA
1245
First Foundation Advisors
California
$210K -$59.7K -1,360 -22%
DWT
1246
Dorsey & Whitney Trust
South Dakota
$210K +$214K +4,880 New
NRC
1247
New Republic Capital
North Carolina
$210K +$214K +4,870 New
HCP
1248
Hexagon Capital Partners
Arkansas
$209K +$55.7K +1,270 +35%
IA
1249
Insight Advisors
Pennsylvania
$208K – – –
DWM
1250
Drive Wealth Management
Utah
$207K -$10.8K -247 -5%
48 49
50
51 52