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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1226
Augustine Asset Management
Florida
$240K +$23.2K +521 +10%
WA
1227
Waddell & Associates
Tennessee
$239K +$1.16K +26 +0.5%
DOA
1228
D'Orazio & Associates
Virginia
$238K -$936 -21 -0.4%
AA
1229
Advisory Alpha
Michigan
$238K +$14.2K +318 +6%
TFA
1230
Transamerica Financial Advisors
Florida
$237K -$4.01K -90 -2%
AIA
1231
Arbor Investment Advisors
North Carolina
$236K +$49.4K +1,108 +24%
TW
1232
TritonPoint Wealth
Maryland
$234K +$11.2K +251 +5%
CS
1233
Capital Square
Tennessee
$233K +$223 +5 +0.1%
CP
1234
Castleview Partners
Texas
$233K +$356 +8 +0.1%
MSFS
1235
Main Street Financial Solutions
Pennsylvania
$232K -$15.5K -347 -6%
GVAG
1236
Great Valley Advisor Group
Delaware
$232K -$3.43K -77 -1%
LAM
1237
L2 Asset Management
Massachusetts
$231K +$21.5K +483 +9%
STA
1238
Smith Thornton Advisors
Alabama
$231K +$312 +7 +0.1%
SHWM
1239
Smith & Howard Wealth Management
Georgia
$229K – – –
BFA
1240
Benedict Financial Advisors
Georgia
$229K +$248K +5,565 New
SAW
1241
Signal Advisors Wealth
Michigan
$229K +$2.27K +51 +0.9%
CB
1242
CNB Bank
Pennsylvania
$228K -$156K -3,504 -39%
MWA
1243
Muirfield Wealth Advisors
North Carolina
$228K +$2.76K +62 +1%
CAL
1244
Capital Analysts LLC
Pennsylvania
$227K -$13.4K -300 -5%
UFF
1245
USA Financial Formulas
Michigan
$226K +$2.58K +58 +1%
MAM
1246
Madison Asset Management
Wisconsin
$226K +$245K +5,500 New
HNWAG
1247
High Net Worth Advisory Group
Florida
$225K – – –
RPA
1248
Rock Point Advisors
Vermont
$225K -$17.8K -400 -7%
AFP
1249
Ausdal Financial Partners
Iowa
$225K +$25.4K +569 +12%
NLP
1250
Next Level Private
New York
$224K +$2.72K +61 +1%
48 49
50
51 52