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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1301
GAMCO Investors
Connecticut
$247K -$1.08K -22 -0.4%
MWM
1302
Mission Wealth Management
California
$246K +$243K +4,944 New
AG
1303
AIA Group
Hong Kong
$246K +$243K +4,935 New
EW
1304
Element Wealth
Mississippi
$246K -$7.53K -153 -3%
JTWM
1305
Jackson Thornton Wealth Management
Alabama
$245K +$35.3K +717 +17%
MSFS
1306
Main Street Financial Solutions
Pennsylvania
$245K +$18.3K +371 +8%
NPT
1307
Nixon Peabody Trust
Massachusetts
$244K +$241K +4,907 New
SL
1308
Summitry LLC
California
$244K +$241K +4,897 New
VAG
1309
VisionPoint Advisory Group
Texas
$243K +$12.8K +260 +6%
HFRG
1310
Houlihan Financial Resource Group
Virginia
$243K – – –
TSS
1311
Two Sigma Securities
New York
$242K -$107K -2,175 -31%
RMDI
1312
R.M. Davis Inc
Maine
$242K -$3.59K -73 -1%
SMA
1313
Sage Mountain Advisors
Georgia
$242K +$13.9K +282 +6%
BAM
1314
Belpointe Asset Management
Nevada
$241K -$12.1K -245 -5%
PFA
1315
Pathway Financial Advisors
Vermont
$241K +$4.92K +100 +2%
LF
1316
Lantz Financial
Illinois
$241K -$203K -4,118 -46%
SCP
1317
Sandhill Capital Partners
New York
$240K – – –
FBFS
1318
First Business Financial Services
Wisconsin
$240K +$21.7K +441 +10%
SIS
1319
Sound Income Strategies
Florida
$238K -$5.61K -114 -2%
ACA
1320
American Capital Advisory
Idaho
$238K +$12.3K +251 +6%
CC
1321
Chicago Capital
Illinois
$237K – – –
RIM
1322
Reliant Investment Management
Tennessee
$237K +$234K +4,760 New
CM
1323
Cornerstone Management
Georgia
$237K – – –
PCM
1324
Penserra Capital Management
California
$235K -$27.9K -568 -11%
BWFA
1325
Baltimore-Washington Financial Advisors
Maryland
$235K -$18.7K -381 -7%
51 52
53
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