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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1251
Visionary Wealth Advisors
Illinois
$282K – – –
TWP
1252
Triad Wealth Partners
Kansas
$282K +$267K +5,433 New
PFA
1253
Pure Financial Advisors
California
$282K +$60.7K +1,234 +28%
CS
1254
Capital Square
Tennessee
$282K +$49.3K +1,002 +23%
WPW
1255
Waldron Private Wealth
Pennsylvania
$282K -$56.6K -1,151 -17%
AWMM
1256
Aegis Wealth Management (Maryland)
Maryland
$280K -$4.28K -87 -2%
GS
1257
GTS Securities
Florida
$278K -$572K -11,637 -68%
CFP
1258
Catalyst Financial Partners
Massachusetts
$276K +$22.1K +450 +9%
CAM
1259
Cobblestone Asset Management
Virginia
$276K – – –
AWP
1260
Atlas Wealth Partners
Pennsylvania
$274K – – –
SSW
1261
Stone Summit Wealth
Florida
$274K -$49.2K -1,000 -15%
FMC
1262
First Merchants Corp
Indiana
$274K – – –
DMBA
1263
Deseret Mutual Benefit Administrators
Utah
$274K -$27.9K -568 -9%
WFI
1264
West Family Investments
California
$274K +$11.9K +242 +5%
MYAM
1265
Meiji Yasuda Asset Management
Japan
$272K +$10.4K +211 +4%
SWIG
1266
Strategic Wealth Investment Group
Kentucky
$271K +$2.85K +58 +1%
BIG
1267
Brookwood Investment Group
Arizona
$270K -$1.82K -37 -0.7%
MCM
1268
MV Capital Management
Maryland
$270K – – –
MKA
1269
M. Kulyk & Associates
Georgia
$269K – – –
MPIA
1270
Mountain Pacific Investment Advisers
Idaho
$267K – – –
PCP
1271
Proficio Capital Partners
Massachusetts
$266K +$263K +5,339 New
KFS
1272
Keynote Financial Services
Connecticut
$265K +$738 +15 +0.3%
DOA
1273
D'Orazio & Associates
Virginia
$265K -$20.5K -417 -7%
RYIA
1274
Roehl & Yi Investment Advisors
Oregon
$264K +$492 +10 +0.2%
FWM
1275
Forteris Wealth Management
New York
$264K – – –
49 50
51
52 53