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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1226
Cornerstone Planning
North Carolina
$284K +$266K +5,779 New
BBA
1227
BLB&B Advisors
Pennsylvania
$284K -$599 -13 -0.2%
EWM
1228
Evermay Wealth Management
Virginia
$283K – – –
BA
1229
Bridgewater Advisors
New York
$283K +$16.3K +354 +4%
CFS
1230
Commonwealth Financial Services
West Virginia
$283K +$264K +5,741 New
LI
1231
Lafayette Investments
Maryland
$282K – – –
SWIG
1232
Strategic Wealth Investment Group
Kentucky
$282K -$17.1K -372 -6%
FA
1233
Faithward Advisors
Pennsylvania
$281K +$6.4K +139 +2%
FH
1234
FWG Holdings
Florida
$281K -$10.8K -234 -4%
AIA
1235
Arbor Investment Advisors
North Carolina
$281K -$3.55M -77,017 -93%
VWA
1236
Visionary Wealth Advisors
Illinois
$279K +$261K +5,669 New
CA
1237
Continuum Advisory
Idaho
$279K +$29.8K +647 +13%
LWM
1238
LongView Wealth Management
Georgia
$278K +$32.3K +702 +15%
NLP
1239
Next Level Private
New York
$278K +$2.9K +63 +1%
CFP
1240
Cascade Financial Partners
California
$277K +$260K +5,639 New
PPW
1241
Parcion Private Wealth
Washington
$276K -$14.9K -324 -5%
CGL
1242
Clarius Group LLC
Washington
$273K -$2.26K -49 -0.9%
CA
1243
Calton & Associates
Florida
$273K -$8.24K -179 -3%
LI
1244
LRI Investments
Florida
$271K +$48.4K +1,050 +24%
ETC
1245
Exchange Traded Concepts
Oklahoma
$271K +$106K +2,295 +72%
LOWM
1246
Laurel Oak Wealth Management
New Jersey
$270K +$253K +5,485 New
RPA
1247
Rock Point Advisors
Vermont
$269K – – –
IQI
1248
Integrated Quantitative Investments
Washington
$269K – – –
WPW
1249
Waldron Private Wealth
Pennsylvania
$269K +$7.88K +171 +3%
MKA
1250
M. Kulyk & Associates
Georgia
$265K +$8.52K +185 +4%
48 49
50
51 52