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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1526
Congress Wealth Management
Massachusetts
– -$424K -7,247 Closed
AWM
1527
Affinity Wealth Management
Delaware
– -$442K -6,760 Closed
BBA
1528
Braun-Bostich & Associates
Pennsylvania
– -$442K -6,760 Closed
NICM
1529
Neo Ivy Capital Management
New York
– -$359K -6,126 Closed
EWM
1530
EPG Wealth Management
Georgia
– -$350K -5,984 Closed
WPA
1531
Winning Points Advisors
Florida
– -$277K -5,645 Closed
AIM
1532
Aigen Investment Management
New York
– -$314K -5,260 Closed
MF
1533
Manchester Financial
California
– -$278K -4,745 Closed
VF
1534
Virtu Financial
New York
– -$274K -4,681 Closed
AII
1535
AGF Investments Inc
Ontario, Canada
– -$271K -4,627 Closed
AP
1536
Americana Partners
Texas
– -$256K -4,387 Closed
IAIM
1537
International Assets Investment Management
Florida
– -$220K -4,375 Closed
QT
1538
Quantamental Technologies
New York
– -$254K -4,331 Closed
RP
1539
Riverwater Partners
Wisconsin
– -$243K -4,149 Closed
DW
1540
Domani Wealth
Pennsylvania
– -$240K -4,106 Closed
BHWM
1541
Beaird Harris Wealth Management
Texas
– -$240K -4,104 Closed
BBW
1542
Blue Barn Wealth
Utah
– -$227K -3,885 Closed
RWA
1543
Ropes Wealth Advisors
Massachusetts
– -$219K -3,736 Closed
PP
1544
Patron Partners
Texas
– -$211K -3,612 Closed
CC
1545
Chicago Capital
Illinois
– -$211K -3,600 Closed
GIP
1546
Greatmark Investment Partners
Georgia
– -$211K -3,596 Closed
RAM
1547
Redmond Asset Management
Virginia
– -$209K -3,565 Closed
AA
1548
Apriem Advisors
California
– -$208K -3,557 Closed
BWFA
1549
Baltimore-Washington Financial Advisors
Maryland
– -$207K -3,537 Closed
DWM
1550
Destination Wealth Management
California
– -$207K -3,528 Closed
60 61
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63 64