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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1226
TAGStone Capital
North Carolina
$248K +$255K +5,725 New
TW
1227
Traveka Wealth
California
$247K -$536 -12 -0.2%
ATPW
1228
Ashton Thomas Private Wealth
Arizona
$247K +$254K +5,697 New
CP
1229
Castleview Partners
Texas
$245K +$23.7K +531 +10%
RWM
1230
Ritholtz Wealth Management
New York
$244K +$251K +5,628 New
TPI
1231
Trust Point Inc
Wisconsin
$244K +$2.1K +47 +0.8%
STA
1232
Smith Thornton Advisors
Alabama
$243K -$7.72K -173 -3%
SHWM
1233
Smith & Howard Wealth Management
Georgia
$242K -$398K -8,911 -62%
SAG
1234
SageView Advisory Group
California
$240K +$247K +5,528 New
FCA
1235
Fortis Capital Advisors
Kansas
$239K -$443K -9,935 -65%
SAW
1236
Signal Advisors Wealth
Michigan
$239K +$246K +5,507 New
HNWAG
1237
High Net Worth Advisory Group
Florida
$238K – – –
CTC
1238
Central Trust Company
Missouri
$238K -$8.3K -186 -3%
LWA
1239
Lantern Wealth Advisors
New York
$237K +$18.4K +412 +8%
MG
1240
Mather Group
Illinois
$237K +$2.05K +46 +0.8%
MWA
1241
Muirfield Wealth Advisors
North Carolina
$237K +$2.63K +59 +1%
SQA
1242
Simon Quick Advisors
New Jersey
$237K +$31.1K +697 +15%
AA
1243
Advisory Alpha
Michigan
$237K -$5.13K -115 -2%
FWCM
1244
Ferguson Wellman Capital Management
Oregon
$237K +$13.1K +294 +6%
UFF
1245
USA Financial Formulas
Michigan
$236K -$4.02K -90 -2%
TW
1246
TritonPoint Wealth
Maryland
$236K -$96.9K -2,171 -29%
CHP
1247
Cable Hill Partners
Oregon
$236K -$37K -829 -13%
CWMS
1248
Cannon Wealth Management Services
North Carolina
$235K -$27.2K -610 -11%
TF
1249
Tompkins Financial
New York
$235K +$100K +2,241 +71%
AF
1250
Apexium Financial
Texas
$234K +$20.5K +460 +9%
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