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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1326
Sound Income Strategies
Florida
$238K -$5.61K -114 -2%
ACA
1327
American Capital Advisory
Idaho
$238K +$12.3K +251 +6%
CC
1328
Chicago Capital
Illinois
$237K – – –
RIM
1329
Reliant Investment Management
Tennessee
$237K +$234K +4,760 New
CM
1330
Cornerstone Management
Georgia
$237K – – –
PCM
1331
Penserra Capital Management
California
$235K -$27.9K -568 -11%
BWFA
1332
Baltimore-Washington Financial Advisors
Maryland
$235K -$18.7K -381 -7%
TA
1333
TFB Advisors
Kansas
$235K -$2.51K -51 -1%
RPA
1334
Rock Point Advisors
Vermont
$234K – – –
AAM
1335
Augustine Asset Management
Florida
$234K -$17.3K -351 -7%
AW
1336
Alaethes Wealth
Nevada
$234K – – –
PWMAG
1337
Pinnacle Wealth Management Advisory Group
New Jersey
$234K +$2.26K +46 +1%
CWWM
1338
Clear Wave Wealth Management
New Jersey
$232K -$3.94K -80 -2%
AA
1339
Alta Advisers
United Kingdom
$232K – – –
SWIM
1340
Smallwood Wealth Investment Management
New Jersey
$231K +$229K +4,646 New
LFIA
1341
Legacy Financial Independent Advisors
Kentucky
$231K – – –
OFA
1342
Orographic Financial Advisors
Colorado
$231K – – –
MBT
1343
Montecito Bank & Trust
California
$228K +$225K +4,573 New
PWS
1344
Pursuit Wealth Strategies
North Carolina
$227K +$3.64K +74 +2%
IC
1345
IEQ Capital
California
$226K -$4.51M -91,768 -95%
BAM
1346
Blueshift Asset Management
New Jersey
$226K +$223K +4,537 New
SWGC
1347
Summit Wealth Group (Colorado)
Colorado
$225K +$222K +4,519 New
BC
1348
Burnham & Co
Michigan
$224K +$221K +4,500 New
CAL
1349
Capital Analysts LLC
Pennsylvania
$224K -$11.5K -234 -5%
HAG
1350
HighPoint Advisor Group
Illinois
$223K – – –
52 53
54
55 56