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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1276
Fermata Advisors
California
$206K -$11.5K -189 -5%
CWM
1277
CCG Wealth Management
California
$206K – – –
PAM
1278
Private Asset Management
California
$206K – – –
SIM
1279
SSI Investment Management
California
$206K – – –
TP
1280
Tranquility Partners
Tennessee
$206K – – –
WPW
1281
Warther Private Wealth
Ohio
$206K – – –
DWM
1282
Drive Wealth Management
Utah
$206K +$215K +3,524 New
AGP
1283
Autumn Glory Partners
Texas
$206K +$215K +3,525 New
HA
1284
Harbor Advisors
Florida
$205K – – –
WTFG
1285
Wells Trecaso Financial Group
Ohio
$205K – – –
PWA
1286
Phoenix Wealth Advisors
North Carolina
$205K +$34.2K +560 +19%
PAI
1287
Pittenger & Anderson Inc
Nebraska
$205K +$149K +2,446 +231%
PCMC
1288
Paragon Capital Management (Colorado)
Colorado
$204K -$2.5K -41 -1%
NCM
1289
Northside Capital Management
Oregon
$204K – – –
QTM
1290
qPULA Trading Management
New York
$204K +$213K +3,482 New
CWA
1291
Centennial Wealth Advisory
Michigan
$204K +$213K +3,488 New
KFGK
1292
Keystone Financial Group (Kentucky)
Kentucky
$203K – – –
WTA
1293
Washington Trust Advisors
Massachusetts
$203K +$211K +3,459 New
BWAM
1294
Boyd Watterson Asset Management
Ohio
$202K -$428 -7 -0.2%
RAM
1295
Roanoke Asset Management
New Jersey
$202K – – –
BCA
1296
Bay Colony Advisors
Massachusetts
$202K +$210K +3,444 New
KFC
1297
Klingenstein Fields & Co
New York
$201K – – –
V
1298
VeraBank
Texas
$201K +$210K +3,440 New
BWM
1299
BerganKDV Wealth Management
Minnesota
$200K +$141K +2,315 +210%
HIA
1300
Harbor Investment Advisory
Maryland
$189K +$45.5K +744 +30%
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