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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MFP
1301
Meramec Financial Planners
Missouri
$250K +$26.3K +535 +13%
FWM
1302
Fonville Wealth Management
Virginia
$250K -$90.3K -1,835 -27%
TSS
1303
Taylor Securities Services
Pennsylvania
$249K – – –
EWM
1304
Empirical Wealth Management
Washington
$249K -$22.6K -459 -8%
IC
1305
Inscription Capital
Texas
$248K +$245K +4,975 New
PA
1306
PFW Advisors
Georgia
$247K +$738 +15 +0.3%
HNWAG
1307
High Net Worth Advisory Group
Florida
$247K – – –
GI
1308
GAMCO Investors
Connecticut
$247K -$1.08K -22 -0.4%
MWM
1309
Mission Wealth Management
California
$246K +$243K +4,944 New
AG
1310
AIA Group
Hong Kong
$246K +$243K +4,935 New
EW
1311
Element Wealth
Mississippi
$246K -$7.53K -153 -3%
JTWM
1312
Jackson Thornton Wealth Management
Alabama
$245K +$35.3K +717 +17%
MSFS
1313
Main Street Financial Solutions
Pennsylvania
$245K +$18.3K +371 +8%
NPT
1314
Nixon Peabody Trust
Massachusetts
$244K +$241K +4,907 New
SL
1315
Summitry LLC
California
$244K +$241K +4,897 New
VAG
1316
VisionPoint Advisory Group
Texas
$243K +$12.8K +260 +6%
HFRG
1317
Houlihan Financial Resource Group
Virginia
$243K – – –
TSS
1318
Two Sigma Securities
New York
$242K -$107K -2,175 -31%
RMDI
1319
R.M. Davis Inc
Maine
$242K -$3.59K -73 -1%
SMA
1320
Sage Mountain Advisors
Georgia
$242K +$13.9K +282 +6%
BAM
1321
Belpointe Asset Management
Nevada
$241K -$12.1K -245 -5%
PFA
1322
Pathway Financial Advisors
Vermont
$241K +$4.92K +100 +2%
LF
1323
Lantz Financial
Illinois
$241K -$203K -4,118 -46%
SCP
1324
Sandhill Capital Partners
New York
$240K – – –
FBFS
1325
First Business Financial Services
Wisconsin
$240K +$21.7K +441 +10%
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