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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1251
Apexium Financial
Texas
$234K +$20.5K +460 +9%
NLP
1252
Next Level Private
New York
$234K +$2.54K +57 +1%
MPIA
1253
Mountain Pacific Investment Advisers
Idaho
$233K – – –
CG
1254
CFO4Life Group
Texas
$233K -$2.14K -48 -0.9%
CIA
1255
Cape Investment Advisory
Georgia
$232K +$1.61K +36 +0.7%
CPIG
1256
Chicago Partners Investment Group
Illinois
$232K +$5.44K +122 +2%
SHFA
1257
SC&H Financial Advisors
Maryland
$231K – – –
BWP
1258
Balboa Wealth Partners
Arizona
$231K +$238K +5,324 New
AAM
1259
Augustine Asset Management
Florida
$231K -$10.9K -244 -4%
TS
1260
TradeWell Securities
Indiana
$230K +$237K +5,311 New
CT
1261
Caldwell Trust
Florida
$230K -$70.4K -1,578 -23%
FFWM
1262
Future Financial Wealth Management
Ohio
$230K – – –
GPW
1263
Genesis Private Wealth
Virginia
$228K +$235K +5,266 New
EW
1264
Element Wealth
Mississippi
$228K +$402 +9 +0.2%
WFI
1265
West Family Investments
California
$228K -$2.05K -46 -0.9%
MMM
1266
Mendel Money Management
Illinois
$227K -$26.8K -600 -10%
PA
1267
PFW Advisors
Georgia
$227K +$233K +5,221 New
MKA
1268
M. Kulyk & Associates
Georgia
$226K -$714 -16 -0.3%
PTC
1269
Philadelphia Trust Company
Pennsylvania
$226K -$46.6K -1,045 -17%
FDS
1270
First Dallas Securities
Texas
$226K +$232K +5,200 New
KFS
1271
Keynote Financial Services
Connecticut
$226K – – –
SSG
1272
Summit Securities Group
New York
$226K -$53.6K -1,200 -19%
MAM
1273
Montchanin Asset Management
Delaware
$225K -$290K -6,500 -56%
CCP
1274
Cassia Capital Partners
North Carolina
$223K -$96.5K -2,162 -30%
LAM
1275
L2 Asset Management
Massachusetts
$223K -$6.34K -142 -3%
49 50
51
52 53