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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
1301
Abundance Wealth Counselors
Pennsylvania
$223K +$240K +4,858 New
SAM
1302
Sagewood Asset Management
New York
$222K +$21.9K +444 +10%
SCP
1303
Sandhill Capital Partners
New York
$221K – – –
CC
1304
Chicago Capital
Illinois
$219K -$2.62K -53 -1%
TA
1305
TFB Advisors
Kansas
$219K +$235K +4,758 New
CM
1306
Cornerstone Management
Georgia
$218K – – –
PFA
1307
Pathway Financial Advisors
Vermont
$218K – – –
CWWM
1308
Clear Wave Wealth Management
New Jersey
$217K +$234K +4,731 New
MFP
1309
Meramec Financial Planners
Missouri
$217K -$296 -6 -0.1%
CAL
1310
Capital Analysts LLC
Pennsylvania
$217K +$7.91K +160 +4%
OF
1311
Outfitter Financial
Maine
$217K -$67.2K -1,360 -22%
EFM
1312
E Fund Management
China
$216K +$233K +4,707 New
RPA
1313
Rock Point Advisors
Vermont
$216K -$38.3K -775 -14%
AW
1314
Alaethes Wealth
Nevada
$216K – – –
HCP
1315
Hexagon Capital Partners
Arkansas
$215K +$231K +4,684 New
NP
1316
NorthRock Partners
Minnesota
$215K +$692 +14 +0.3%
MA
1317
MONECO Advisors
Connecticut
$214K -$9.78K -198 -4%
AA
1318
Alta Advisers
United Kingdom
$214K – – –
QFW
1319
QTR Family Wealth
Florida
$214K +$19.5K +394 +10%
PWMAG
1320
Pinnacle Wealth Management Advisory Group
New Jersey
$213K -$203K -4,100 -47%
LFIA
1321
Legacy Financial Independent Advisors
Kentucky
$213K +$229K +4,637 New
SIA
1322
Soltis Investment Advisors
Utah
$213K +$27.6K +558 +14%
1WA
1323
180 Wealth Advisors
Washington
$212K +$17.9K +362 +8%
VAG
1324
VisionPoint Advisory Group
Texas
$212K +$228K +4,620 New
TAR
1325
Trask Adam Roland
$211K +$227K +4,600 New
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