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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
1276
Spirepoint Private Client
Florida
$260K -$49 -1 -0%
DE
1277
Defiance ETFs
New York
$260K +$251K +5,102 New
TFS
1278
Thoroughbred Financial Services
Tennessee
$259K +$256K +5,203 New
LC
1279
Lincoln Capital
Nebraska
$259K – – –
LWM
1280
LongView Wealth Management
Georgia
$259K -$6.79K -138 -3%
FPL
1281
Fortress Private Ledger
North Carolina
$258K +$885 +18 +0.3%
TS
1282
TradeWell Securities
Indiana
$258K +$1.52K +31 +0.6%
PAMP
1283
Polar Asset Management Partners
Ontario, Canada
$257K +$254K +5,159 New
AWM
1284
Avaii Wealth Management
Wisconsin
$257K -$5.56K -113 -2%
CI
1285
Conning Inc
Connecticut
$256K -$8.95K -182 -3%
CA
1286
Calton & Associates
Florida
$256K -$32.8K -667 -11%
WAS
1287
Wealth Advisory Solutions
Indiana
$256K +$252K +5,130 New
MCA
1288
Millennium Capital Advisors
Arkansas
$255K +$252K +5,116 New
SFS
1289
Sharp Financial Services
Pennsylvania
$254K +$250K +5,089 New
RFA
1290
Resurgent Financial Advisors
Georgia
$252K +$249K +5,056 New
HCP
1291
Hexagon Capital Partners
Arkansas
$252K +$18.3K +371 +8%
SJL
1292
Shayne & Jacobs LLC
Tennessee
$252K – – –
OC
1293
Oarsman Capital
Wisconsin
$251K +$248K +5,046 New
MFP
1294
Meramec Financial Planners
Missouri
$250K +$26.3K +535 +13%
FWM
1295
Fonville Wealth Management
Virginia
$250K -$90.3K -1,835 -27%
TSS
1296
Taylor Securities Services
Pennsylvania
$249K – – –
EWM
1297
Empirical Wealth Management
Washington
$249K -$22.6K -459 -8%
IC
1298
Inscription Capital
Texas
$248K +$245K +4,975 New
PA
1299
PFW Advisors
Georgia
$247K +$738 +15 +0.3%
HNWAG
1300
High Net Worth Advisory Group
Florida
$247K – – –
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