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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1351
CrossGen Wealth
North Carolina
$223K +$49 +1 +0%
EP
1352
Edgestream Partners
New Jersey
$223K +$220K +4,474 New
SCM
1353
Saxony Capital Management
Missouri
$222K +$220K +4,464 New
IPW
1354
Intergy Private Wealth
Colorado
$222K +$220K +4,464 New
EFM
1355
E Fund Management
China
$222K -$12.6K -256 -5%
B
1356
Bayban
Minnesota
$221K – – –
CM
1357
Capital Management
Virginia
$221K – – –
NDSI
1358
Newman Dignan & Sheerar Inc
Rhode Island
$220K -$4.77K -97 -2%
EB
1359
Eastern Bank
Massachusetts
$220K – – –
CIC
1360
Chase Investment Counsel
Virginia
$220K – – –
DWM
1361
Drive Wealth Management
Utah
$220K +$217K +4,410 New
SFC
1362
SYM Financial Corp
Indiana
$219K +$217K +4,404 New
WRPWM
1363
Werba Rubin Papier Wealth Management
California
$219K +$216K +4,397 New
BRWA
1364
B. Riley Wealth Advisors
Florida
$219K +$213K +4,330 New
MA
1365
MONECO Advisors
Connecticut
$219K -$12.8K -261 -6%
SP
1366
SmartHarvest Portfolios
Washington
$219K +$344 +7 +0.2%
IWB
1367
Innovative Wealth Building
Maryland
$218K +$215K +4,373 New
SAM
1368
Sagewood Asset Management
New York
$218K -$22.7K -462 -10%
1WA
1369
180 Wealth Advisors
Washington
$218K -$12.4K -252 -5%
TWM
1370
Tripletail Wealth Management
Florida
$217K +$103K +2,100 +97%
LHP
1371
Lexington Hill Partners
Texas
$217K -$32.6K -662 -13%
HP
1372
Holistic Planning
Texas
$217K +$214K +4,352 New
RCM
1373
RNC Capital Management
California
$217K +$214K +4,346 New
BFWM
1374
Bright Futures Wealth Management
New York
$216K +$214K +4,340 New
TF
1375
Trek Financial
Arizona
$216K -$7.58K -154 -3%
53 54
55
56 57