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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AFGAS
1301
Allegiance Financial Group Advisory Services
Virginia
$209K +$3.7K +83 +2%
AA
1302
AlphaMark Advisors
Kentucky
$209K +$1.07K +24 +0.5%
TFF
1303
The Family Firm
Maryland
$206K +$759 +17 +0.4%
LI
1304
Lafayette Investments
Maryland
$205K -$139K -3,118 -40%
SIS
1305
Sound Income Strategies
Florida
$204K -$2.94K -66 -1%
TFS
1306
Thoroughbred Financial Services
Tennessee
$204K -$13.2K -296 -6%
AW
1307
Alaethes Wealth
Nevada
$204K – – –
CCAM
1308
Cascades Capital Asset Management
North Carolina
$203K +$209K +4,684 New
PMG
1309
ProVise Management Group
Florida
$203K -$2.59K -58 -1%
FA
1310
Faithward Advisors
Pennsylvania
$202K +$208K +4,665 New
GS
1311
GWN Securities
Florida
$202K +$193K +4,314 New
DFG
1312
Delta Financial Group
New Jersey
$202K -$14.3K -320 -6%
MIFH
1313
Migdal Insurance & Financial Holdings
Israel
$202K +$153K +3,435 +284%
AC
1314
ASB Consultores
Florida
$201K -$27.2K -610 -12%
PP
1315
PDS Planning
Ohio
$201K -$42.2K -945 -17%
AIA
1316
Arbor Investment Advisors
North Carolina
$201K -$3.53M -79,069 -94%
HB
1317
HTLF Bank
Colorado
$200K +$206K +4,615 New
HB
1318
Horizon Bancorp
Indiana
$194K -$1.7K -38 -0.8%
NFSG
1319
Newbridge Financial Services Group
Florida
$193K +$176K +3,949 +785%
BG
1320
Bollard Group
Massachusetts
$190K +$2.1K +47 +1%
JSAM
1321
J. Safra Asset Management
New York
$189K +$195K +4,367 New
AAG
1322
Accordant Advisory Group
Maryland
$186K -$10K -225 -5%
LI
1323
LRI Investments
Florida
$181K -$36.9K -827 -17%
CH
1324
Cromwell Holdings
Wyoming
$178K – – –
MME
1325
Meag Munich Ergo
Germany
$176K – – –
51 52
53
54 55