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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1326
Howard Capital Management
Georgia
$211K -$221K -4,473 -49%
SMA
1327
Sage Mountain Advisors
Georgia
$210K -$438K -8,865 -66%
MAMU
1328
Myriad Asset Management US
Florida
$210K +$226K +4,579 New
CPA
1329
Capital Performance Advisors
California
$210K +$225K +4,560 New
WDC
1330
Woodward Diversified Capital
California
$209K -$2.22K -45 -1%
MSFS
1331
Main Street Financial Solutions
Pennsylvania
$209K -$6.87K -139 -3%
JTWM
1332
Jackson Thornton Wealth Management
Alabama
$208K -$36.4K -736 -15%
ACA
1333
American Capital Advisory
Idaho
$208K +$840 +17 +0.4%
NDSI
1334
Newman Dignan & Sheerar Inc
Rhode Island
$208K -$41.5K -840 -16%
CCA
1335
Childress Capital Advisors
Texas
$207K -$34K -688 -13%
TF
1336
Trek Financial
Arizona
$206K +$1.33K +27 +0.6%
HAG
1337
HighPoint Advisor Group
Illinois
$206K -$1.36M -27,469 -86%
PWS
1338
Pursuit Wealth Strategies
North Carolina
$206K -$4.84K -98 -2%
CW
1339
CrossGen Wealth
North Carolina
$206K +$49 +1 +0%
PCM
1340
Passive Capital Management
Maryland
$205K +$4.4K +89 +2%
CM
1341
Capital Management
Virginia
$204K – – –
B
1342
Bayban
Minnesota
$204K +$6.52K +132 +3%
EB
1343
Eastern Bank
Massachusetts
$203K +$3.61K +73 +2%
PFA
1344
Pure Financial Advisors
California
$203K +$218K +4,421 New
CIC
1345
Chase Investment Counsel
Virginia
$203K – – –
BP
1346
Broadleaf Partners
Ohio
$203K +$218K +4,410 New
OFA
1347
Orographic Financial Advisors
Colorado
$202K +$218K +4,404 New
SP
1348
SmartHarvest Portfolios
Washington
$201K -$38.7K -784 -15%
FBFS
1349
First Business Financial Services
Wisconsin
$201K +$4.2K +85 +2%
LI
1350
LRI Investments
Florida
$201K -$56.4K -1,142 -21%
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