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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FLI
1226
Family Legacy Inc
South Carolina
$270K – – –
AFM
1227
Abbot Financial Management
Massachusetts
$270K +$290K +5,866 New
BA
1228
Bridgewater Advisors
New York
$269K -$3.95K -80 -1%
LIA
1229
Limestone Investment Advisors
New York
$268K +$289K +5,840 New
CA
1230
Calton & Associates
Florida
$267K +$13.1K +266 +5%
CP
1231
Cornerstone Planning
North Carolina
$266K – – –
EWM
1232
Evermay Wealth Management
Virginia
$265K – – –
LWM
1233
LongView Wealth Management
Georgia
$264K -$10.5K -212 -4%
DOA
1234
D'Orazio & Associates
Virginia
$263K -$18.7K -379 -6%
SFA
1235
Souders Financial Advisors
Ohio
$263K -$148K -2,986 -34%
NLP
1236
Next Level Private
New York
$263K +$3.46K +70 +1%
BBA
1237
BLB&B Advisors
Pennsylvania
$262K -$3.31K -67 -1%
AWMM
1238
Aegis Wealth Management (Maryland)
Maryland
$262K -$4.64K -94 -2%
JIC
1239
Joel Isaacson & Co
New York
$262K -$12.1K -244 -4%
AIA
1240
Arbor Investment Advisors
North Carolina
$262K – – –
VWA
1241
Visionary Wealth Advisors
Illinois
$261K – – –
FH
1242
FWG Holdings
Florida
$260K – – –
CFP
1243
Cascade Financial Partners
California
$259K – – –
TC
1244
TAGStone Capital
North Carolina
$259K +$278K +5,629 New
FGWP
1245
Founders Grove Wealth Partners
Virginia
$256K -$15.1K -305 -5%
PPW
1246
Parcion Private Wealth
Washington
$256K -$1.73K -35 -0.6%
BHPW
1247
Beverly Hills Private Wealth
California
$255K -$15.4K -312 -5%
CAM
1248
Cobblestone Asset Management
Virginia
$255K +$274K +5,539 New
BHC
1249
Bull Harbor Capital
Maryland
$254K +$273K +5,528 New
GVAG
1250
Great Valley Advisor Group
Delaware
$254K +$19.7K +398 +8%
48 49
50
51 52