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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
1326
Lloyd Advisory Services
Georgia
$220K -$8.24K -179 -4%
NF
1327
Nikulski Financial
Iowa
$220K -$6.31K -137 -3%
TF
1328
Trek Financial
Arizona
$220K +$206K +4,463 New
CM
1329
Capital Management
Virginia
$219K – – –
FFN
1330
Focus Financial Network
Minnesota
$218K -$33.6K -729 -14%
CIC
1331
Chase Investment Counsel
Virginia
$217K – – –
SAM
1332
Sagewood Asset Management
New York
$216K +$202K +4,389 New
QFW
1333
QTR Family Wealth
Florida
$216K +$180K +3,917 New
IC
1334
Inscription Capital
Texas
$215K -$4.56K -99 -2%
BFS
1335
Bradley Foster & Sargent
Connecticut
$215K -$12.9K -280 -6%
PCM
1336
Passive Capital Management
Maryland
$215K +$201K +4,364 New
EB
1337
Eastern Bank
Massachusetts
$214K -$46 -1 -0%
RCM
1338
RNC Capital Management
California
$214K +$200K +4,346 New
HFM
1339
Hartford Funds Management
Pennsylvania
$213K +$200K +4,334 New
IA
1340
Insight Advisors
Pennsylvania
$213K +$199K +4,325 New
BAM
1341
Blueshift Asset Management
New Jersey
$213K +$199K +4,321 New
DWM
1342
Drive Wealth Management
Utah
$212K +$199K +4,313 New
B
1343
Bayban
Minnesota
$212K +$199K +4,311 New
SCM
1344
Saxony Capital Management
Missouri
$212K +$198K +4,310 New
GSEP
1345
Golden State Equity Partners
California
$212K +$198K +4,307 New
FBFS
1346
First Business Financial Services
Wisconsin
$211K +$198K +4,292 New
KCIC
1347
Kuhn & Co Investment Counsel
Illinois
$211K +$198K +4,290 New
AO
1348
Advisor OS
Illinois
$211K +$197K +4,283 New
MFA
1349
Mayflower Financial Advisors
Massachusetts
$210K +$197K +4,277 New
IP
1350
Indivisible Partners
Florida
$210K +$197K +4,272 New
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