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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1501
Whipplewood Advisors
Colorado
$55.9K -$267K -5,435 -83%
HIA
1502
Harbor Investment Advisory
Maryland
$55.7K – – –
MBFW
1503
Morton Brown Family Wealth
Pennsylvania
$55K +$33.3K +677 +159%
GA
1504
GoalVest Advisory
New York
$54.5K +$1.52K +31 +3%
POIA
1505
Pin Oak Investment Advisors
Texas
$54K +$738 +15 +1%
PAM
1506
Paradigm Asset Management
New York
$54K – – –
KFAS
1507
Keating Financial Advisory Services
Kansas
$53.3K +$14.9K +302 +39%
DCM
1508
Dorato Capital Management
Colorado
$52.2K – – –
CA
1509
CoreCap Advisors
Michigan
$51.6K +$6.2K +126 +14%
APFP
1510
Action Point Financial Planning
Michigan
$51.2K +$50.7K +1,031 New
TCM
1511
TD Capital Management
Tennessee
$51.1K +$30.4K +617 +150%
HPBT
1512
Hickory Point Bank & Trust
Illinois
$50.9K – – –
APW
1513
Aventura Private Wealth
Florida
$49.2K +$2.36K +48 +5%
UOTTAIMCU
1514
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$48.8K +$48.2K +980 New
PWMG
1515
Private Wealth Management Group
New Jersey
$48.1K – – –
MAM
1516
Morse Asset Management
Connecticut
$47.7K +$47.1K +958 New
SGK
1517
Steigerwald Gordon & Koch
Virginia
$47.5K +$12.7K +259 +37%
TWD
1518
True Wealth Design
Ohio
$46.9K +$16.3K +332 +55%
SWM
1519
SHP Wealth Management
Massachusetts
$46.2K +$394 +8 +0.9%
GWP
1520
Gen-Wealth Partners
Michigan
$45.2K – – –
EWP
1521
Elevation Wealth Partners
California
$44.4K +$13.5K +275 +45%
TC
1522
Trust Company
Kansas
$43.6K -$63K -1,281 -59%
SEP
1523
Signature Equity Partners
Ohio
$43K -$443 -9 -1%
WCM
1524
Winthrop Capital Management
Indiana
$42K – – –
Q1WB
1525
Quest 10 Wealth Builders
Virginia
$41.5K +$492 +10 +1%
59 60
61
62 63