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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1251
Avantax Planning Partners
Iowa
$221K +$18.8K +308 +9%
BG
1252
Bollard Group
Massachusetts
$220K +$1.83K +30 +0.8%
IAIM
1253
International Assets Investment Management
Florida
$220K +$267K +4,375 New
MFG
1254
Merit Financial Group
Georgia
$219K -$8.8K -144 -4%
RWA
1255
Ropes Wealth Advisors
Massachusetts
$219K – – –
DA
1256
Detalus Advisors
Missouri
$219K +$228K +3,732 New
SWA
1257
SFMG Wealth Advisors
Texas
$219K +$228K +3,736 New
SWM
1258
Silverlake Wealth Management
Vermont
$217K +$227K +3,714 New
WI
1259
Wedgewood Investors
Pennsylvania
$217K -$26.6K -436 -11%
MGI
1260
MayTech Global Investments
New York
$217K -$20.2K -330 -8%
TA
1261
TrueWealth Advisors
Alabama
$216K +$7.58K +124 +3%
CCC
1262
Crescent Capital Consulting
Louisiana
$215K – – –
LAS
1263
LWM Advisory Services
Florida
$215K +$224K +3,671 New
WF
1264
Warner Financial
Maryland
$215K +$225K +3,675 New
PP
1265
Patron Partners
Texas
$211K -$122 -2 -0.1%
CC
1266
Chicago Capital
Illinois
$211K – – –
GIP
1267
Greatmark Investment Partners
Georgia
$211K +$733 +12 +0.3%
GMA
1268
Glassy Mountain Advisors
Maryland
$210K +$219K +3,586 New
RAM
1269
Redmond Asset Management
Virginia
$209K +$6.84K +112 +3%
AF
1270
Allworth Financial
California
$209K +$32.1K +526 +17%
SW
1271
SVB Wealth
Massachusetts
$208K -$472K -7,719 -69%
AA
1272
Apriem Advisors
California
$208K +$2.32K +38 +1%
EWM
1273
Empirical Wealth Management
Washington
$208K +$217K +3,544 New
DWM
1274
Destination Wealth Management
California
$207K +$216K +3,528 New
BWFA
1275
Baltimore-Washington Financial Advisors
Maryland
$207K +$216K +3,537 New
49 50
51
52 53