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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1251
Amplius Wealth Advisors
Pennsylvania
$204K -$12.8K -292 -0.1%
IRAG
1252
Investment Research & Advisory Group
Georgia
$204K -$254K -5,785 -55%
JF
1253
Joule Financial
Kentucky
$203K +$207K +4,729 New
SIMM
1254
Stillwater Investment Management (Minnesota)
Minnesota
$203K +$2.28K +52 +1%
PWP
1255
Principle Wealth Partners
Connecticut
$203K +$207K +4,721 New
SIM
1256
Sentry Investment Management
Wisconsin
$203K -$184K -4,197 -47%
NFG
1257
Nations Financial Group
Iowa
$203K +$207K +4,717 New
WAM
1258
Worth Asset Management
Texas
$202K +$132 +3 +0.1%
AW
1259
Alaethes Wealth
Nevada
$202K – – –
LA
1260
LexAurum Advisors
Kansas
$202K – – –
DAS
1261
Dynamic Advisor Solutions
Arizona
$202K -$821K -18,714 -80%
TWC
1262
TD Waterhouse Canada
Ontario, Canada
$202K -$19.7K -448 -9%
T
1263
TRUADVICE
Florida
$201K -$21K -478 -10%
HFBOT
1264
Home Federal Bank of Tennessee
Tennessee
$201K – – –
GWS
1265
Glassman Wealth Services
Virginia
$198K -$9.43K -215 -4%
DCBT
1266
Dakota Community Bank & Trust
North Dakota
$196K -$29.5K -673 -13%
WSC
1267
Wellington Shields & Co
New York
$192K – – –
DCM
1268
Dupont Capital Management
Delaware
$190K +$89.6K +2,042 +86%
CFO
1269
CVA Family Office
Colorado
$189K +$13.4K +305 +7%
AP
1270
Arlington Partners
Alabama
$182K – – –
MCM
1271
MV Capital Management
Maryland
$180K -$4.87K -111 -3%
DGAM
1272
Desjardins Global Asset Management
Quebec, Canada
$174K +$1.45K +33 +0.8%
BG
1273
Bollard Group
Massachusetts
$168K +$1.97K +45 +1%
JFGIW
1274
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$166K – – –
CHA
1275
Carmichael Hill & Associates
Maryland
$165K – – –
49 50
51
52 53