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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
YCG
1226
Yeomans Consulting Group
Georgia
$229K +$4.54K +116 +2%
AFW
1227
Atlantic Family Wealth
Florida
$229K -$783 -20 -0.4%
CI
1228
Conning Inc
Connecticut
$228K -$179K -4,580 -46%
WA
1229
WealthTrust Axiom
Pennsylvania
$228K -$176K -4,510 -46%
CAL
1230
Capital Analysts LLC
Pennsylvania
$227K -$9.23K -236 -4%
WPW
1231
Waldron Private Wealth
Pennsylvania
$227K +$665 +17 +0.3%
PCMC
1232
Paragon Capital Management (Colorado)
Colorado
$227K -$75K -1,916 -27%
GF
1233
Gries Financial
Ohio
$227K +$206K +5,274 New
HI
1234
Harbour Investments
Wisconsin
$227K +$352 +9 +0.2%
BWM
1235
Baron Wealth Management
Michigan
$226K +$12.3K +315 +6%
AAM
1236
Augustine Asset Management
Florida
$224K -$24.3K -621 -11%
MKA
1237
M. Kulyk & Associates
Georgia
$224K – – –
NG
1238
Norden Group
Utah
$224K -$56.4K -1,442 -22%
TS
1239
TradeWell Securities
Indiana
$224K +$2.11K +54 +1%
GVAG
1240
Great Valley Advisor Group
Delaware
$224K -$16.7K -428 -8%
TVAMP
1241
Tennessee Valley Asset Management Partners
Tennessee
$224K -$40.1K -1,026 -16%
SHFA
1242
SC&H Financial Advisors
Maryland
$223K -$5.87K -150 -3%
SIS
1243
Sound Income Strategies
Florida
$221K +$30.4K +776 +18%
1W
1244
1776 Wealth
Georgia
$219K – – –
SJL
1245
Shayne & Jacobs LLC
Tennessee
$219K -$78 -2 -0%
FA
1246
Faithward Advisors
Pennsylvania
$219K – – –
SPC
1247
Spirepoint Private Client
Florida
$218K +$196 +5 +0.1%
NWAG
1248
Net Worth Advisory Group
Utah
$218K +$198K +5,061 New
GSWA
1249
Good Steward Wealth Advisors
Tennessee
$217K -$193K -4,941 -49%
RYIA
1250
Roehl & Yi Investment Advisors
Oregon
$217K +$197K +5,044 New
48 49
50
51 52