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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AFW
1376
Atlantic Family Wealth
Florida
$216K -$102K -2,075 -32%
IA
1377
Insight Advisors
Pennsylvania
$215K +$213K +4,325 New
S
1378
Sunpointe
Missouri
$215K -$202K -4,097 -49%
KCIC
1379
Kuhn & Co Investment Counsel
Illinois
$215K +$212K +4,311 New
PCM
1380
Passive Capital Management
Maryland
$215K -$4.38K -89 -2%
BCM
1381
Boltwood Capital Management
California
$215K +$212K +4,310 New
NF
1382
Nikulski Financial
Iowa
$215K +$212K +4,307 New
RA
1383
Range Advisory
Virginia
$215K +$212K +4,307 New
MFA
1384
Mayflower Financial Advisors
Massachusetts
$214K +$211K +4,292 New
RDWM
1385
Red Door Wealth Management
Tennessee
$214K +$211K +4,291 New
RWC
1386
Rare Wolf Capital
Washington
$211K +$209K +4,239 New
SHFP
1387
Second Half Financial Partners
Florida
$211K +$208K +4,229 New
SCTC
1388
Sanibel Captiva Trust Company
Florida
$210K +$208K +4,222 New
PCMC
1389
Paragon Capital Management (Colorado)
Colorado
$210K -$32K -651 -13%
DE
1390
Diversified Enterprises
Delaware
$209K +$206K +4,195 New
HFS
1391
Horizon Financial Services
North Carolina
$208K +$173K +3,509 +527%
LCAM
1392
London & Capital Asset Management
United Kingdom
$207K +$204K +4,154 New
EWS
1393
Evergreen Wealth Solutions
Pennsylvania
$207K +$192K +3,901 New
CWMS
1394
Cannon Wealth Management Services
North Carolina
$205K +$203K +4,123 New
SA
1395
Stewardship Advisors
Pennsylvania
$205K +$203K +4,122 New
CH
1396
Cromwell Holdings
Wyoming
$205K – – –
BFS
1397
Bradley Foster & Sargent
Connecticut
$205K +$202K +4,107 New
CGFA
1398
Colton Groome Financial Advisors
North Carolina
$205K +$202K +4,106 New
WDC
1399
Woodward Diversified Capital
California
$204K -$2.75K -56 -1%
PMG
1400
ProVise Management Group
Florida
$203K +$201K +4,076 New
54 55
56
57 58