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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
1251
Central Trust Company
Missouri
$224K -$1.34K -30 -0.5%
AF
1252
Apexium Financial
Texas
$223K +$1.29K +29 +0.5%
BRWM
1253
Blue Rock Wealth Management
North Carolina
$222K +$241K +5,400 New
MPIA
1254
Mountain Pacific Investment Advisers
Idaho
$221K – – –
FH
1255
FWG Holdings
Florida
$221K – – –
PWP
1256
Phillips Wealth Planners
Mississippi
$221K -$3.3K -74 -1%
SMC
1257
Smith, Moore & Co
Missouri
$220K +$239K +5,356 New
AFW
1258
Atlantic Family Wealth
Florida
$220K +$10.2K +230 +5%
SHFA
1259
SC&H Financial Advisors
Maryland
$219K – – –
GM
1260
GeoWealth Management
Illinois
$218K -$34.6K -777 -13%
GPW
1261
Genesis Private Wealth
Virginia
$218K +$1.43K +32 +0.6%
CIA
1262
Cape Investment Advisory
Georgia
$218K -$2.41K -54 -1%
EW
1263
Element Wealth
Mississippi
$217K +$446 +10 +0.2%
HI
1264
Harbour Investments
Wisconsin
$217K +$58.1K +1,305 +33%
JSW
1265
Journey Strategic Wealth
New Jersey
$217K +$7K +157 +3%
WPW
1266
Waldron Private Wealth
Pennsylvania
$216K -$208K -4,669 -47%
WFI
1267
West Family Investments
California
$216K – – –
A
1268
AlphaQuest
New York
$216K -$249K -5,578 -52%
TCWM
1269
Total Clarity Wealth Management
Illinois
$215K – – –
CWMS
1270
Cannon Wealth Management Services
North Carolina
$215K +$24.3K +545 +11%
HFM
1271
Harvest Fund Management
China
$215K -$79.7K -1,788 -25%
PA
1272
PFW Advisors
Georgia
$215K +$134 +3 +0.1%
MKA
1273
M. Kulyk & Associates
Georgia
$214K – – –
KFS
1274
Keynote Financial Services
Connecticut
$214K – – –
PTC
1275
Philadelphia Trust Company
Pennsylvania
$214K – – –
49 50
51
52 53