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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WWC
1276
Waypoint Wealth Counsel
Georgia
$212K +$209K +4,637 New
SIS
1277
Sound Income Strategies
Florida
$212K -$16.1K -356 -7%
PFA
1278
Pathway Financial Advisors
Vermont
$212K +$209K +4,626 New
NF
1279
Nikulski Financial
Iowa
$210K +$207K +4,600 New
CB
1280
CNB Bank
Pennsylvania
$210K +$10.8K +239 +5%
CGFA
1281
Colton Groome Financial Advisors
North Carolina
$210K -$11.3K -251 -5%
CAM
1282
Creekmur Asset Management
Illinois
$209K – – –
KCM
1283
Kathmere Capital Management
Pennsylvania
$209K +$206K +4,570 New
BCA
1284
Bay Colony Advisors
Massachusetts
$208K +$205K +4,558 New
FCP
1285
Fidelis Capital Partners
Florida
$207K +$204K +4,534 New
CTC
1286
Central Trust Company
Missouri
$207K -$14.5K -322 -7%
MCM
1287
MV Capital Management
Maryland
$207K +$27.5K +610 +16%
BCM
1288
Boltwood Capital Management
California
$206K +$203K +4,510 New
MCM
1289
Mill Capital Management
North Carolina
$206K +$203K +4,509 New
ACA
1290
American Capital Advisory
Idaho
$206K – – –
IC
1291
Inscription Capital
Texas
$205K +$202K +4,475 New
PCA
1292
Providence Capital Advisors
North Carolina
$205K -$13.5K -300 -6%
LI
1293
LRI Investments
Florida
$204K +$12.7K +282 +7%
JFGLC
1294
Johnson Financial Group LLC (Colorado)
Colorado
$203K +$200K +4,446 New
CM
1295
Capital Management
Virginia
$203K +$200K +4,443 New
CIC
1296
Chase Investment Counsel
Virginia
$202K +$199K +4,421 New
TPI
1297
Trust Point Inc
Wisconsin
$202K +$199K +4,415 New
FWI
1298
Facet Wealth Inc
Maryland
$201K +$198K +4,400 New
CSS
1299
Cubist Systematic Strategies
Connecticut
$201K +$198K +4,397 New
EB
1300
Eastern Bank
Massachusetts
$199K -$406 -9 -0.2%
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