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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1276
Cottonwood Capital Advisors
Utah
$224K – – –
BRWM
1277
B. Riley Wealth Management
Tennessee
$224K +$1.61K +26 +0.7%
AIP
1278
Almanack Investment Partners
Pennsylvania
$223K – – –
BFS
1279
Bradley Foster & Sargent
Connecticut
$222K +$242K +3,917 New
RPWA
1280
Regent Peak Wealth Advisors
Georgia
$221K +$4.63K +75 +2%
SWA
1281
SFMG Wealth Advisors
Texas
$221K +$9.64K +156 +4%
MP
1282
McDonald Partners
Ohio
$221K +$238K +3,848 +8,365%
CC
1283
Centiva Capital
New York
$220K -$957K -15,501 -80%
MI
1284
Moneywise Inc
Virginia
$220K +$240K +3,887 New
CI
1285
Chartist Inc
California
$220K – – –
BWA
1286
Burt Wealth Advisors
Maryland
$219K – – –
CHA
1287
Carmichael Hill & Associates
Maryland
$218K – – –
CS
1288
Capital Square
Tennessee
$217K +$237K +3,830 New
TA
1289
TrueWealth Advisors
Alabama
$216K – – –
CPA
1290
Court Place Advisors
Maryland
$215K -$570K -9,229 -71%
FUBT
1291
First United Bank & Trust
Maryland
$215K -$12.7K -205 -5%
BG
1292
Bollard Group
Massachusetts
$215K +$1.79K +29 +0.8%
KIA
1293
KCM Investment Advisors
California
$215K +$234K +3,796 New
GA
1294
Geller Advisors
New York
$214K -$4.08K -66 -2%
DWM
1295
Drive Wealth Management
Utah
$214K +$15.1K +245 +7%
MWP
1296
Meridian Wealth Partners
Pennsylvania
$213K +$233K +3,766 New
DA
1297
Detalus Advisors
Missouri
$212K – – –
WF
1298
Warner Financial
Maryland
$212K – – –
ATPW
1299
Ashton Thomas Private Wealth
Arizona
$211K -$39.2K -635 -15%
CWM
1300
Cahaba Wealth Management
Georgia
$211K +$271K +4,380 New
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52
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