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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1276
Baron Wealth Management
Michigan
$252K -$6.49K -141 -3%
TS
1277
TradeWell Securities
Indiana
$252K +$1.43K +31 +0.6%
AAM
1278
Augustine Asset Management
Florida
$252K -$737 -16 -0.3%
FC
1279
Financial Consulate
Maryland
$251K -$14.1K -307 -6%
CFM
1280
Catalyst Funds Management
Australia
$251K -$580K -12,600 -71%
FPL
1281
Fortress Private Ledger
North Carolina
$250K +$783 +17 +0.3%
EW
1282
Element Wealth
Mississippi
$250K +$1.2K +26 +0.5%
PCMC
1283
Paragon Capital Management (Colorado)
Colorado
$250K +$2.58K +56 +1%
PAS
1284
Parsonex Advisory Services
Colorado
$250K -$4.28K -93 -2%
BWP
1285
Balboa Wealth Partners
Arizona
$249K +$233K +5,064 New
SJL
1286
Shayne & Jacobs LLC
Tennessee
$249K -$1.38K -30 -0.6%
FCP
1287
Fidelis Capital Partners
Florida
$248K +$23.3K +505 +11%
PRP
1288
Peak Retirement Planning
Ohio
$248K +$232K +5,034 New
PCM
1289
Payne Capital Management
New York
$246K – – –
HNWAG
1290
High Net Worth Advisory Group
Florida
$244K – – –
MCM
1291
MV Capital Management
Maryland
$244K +$20K +434 +10%
LHP
1292
Lexington Hill Partners
Texas
$244K +$228K +4,952 New
PA
1293
PFW Advisors
Georgia
$244K – – –
HFRG
1294
Houlihan Financial Resource Group
Virginia
$242K +$224K +4,871 New
RMDI
1295
R.M. Davis Inc
Maine
$239K – – –
MA
1296
MONECO Advisors
Connecticut
$239K +$224K +4,853 New
MWA
1297
Midland Wealth Advisors
Illinois
$239K -$192K -4,159 -46%
MFP
1298
Meramec Financial Planners
Missouri
$239K +$197K +4,277 New
SCP
1299
Sandhill Capital Partners
New York
$237K +$3.73K +81 +2%
CC
1300
Chicago Capital
Illinois
$237K +$2.44K +53 +1%
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