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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1601
Lyell Wealth Management
California
– -$307K -7,143 Closed
Capstone Investment Advisors
1602
Capstone Investment Advisors
New York
– -$295K -6,544 Closed
MC
1603
Machina Capital
France
– -$276K -6,414 Closed
MPM
1604
MBB Public Markets
Illinois
– -$268K -6,236 Closed
AA
1605
Armis Advisers
Georgia
– -$267K -5,868 Closed
PA
1606
Prossimo Advisors
California
– -$247K -5,744 Closed
PPG
1607
Peak Planning Group
Colorado
– -$246K -5,722 Closed
SHWM
1608
Smith & Howard Wealth Management
Georgia
– -$240K -5,582 Closed
CWMS
1609
Cannon Wealth Management Services
North Carolina
– -$239K -5,559 Closed
MAM
1610
Madison Asset Management
Wisconsin
– -$236K -5,500 Closed
CPC
1611
Consolidated Planning Corp
Georgia
– -$236K -5,488 Closed
SHFA
1612
SC&H Financial Advisors
Maryland
– -$223K -5,183 Closed
1W
1613
1776 Wealth
Georgia
– -$219K -5,100 Closed
NWAG
1614
Net Worth Advisory Group
Utah
– -$218K -5,061 Closed
GSWA
1615
Good Steward Wealth Advisors
Tennessee
– -$217K -5,051 Closed
GCP
1616
GSA Capital Partners
United Kingdom
– -$215K -5,001 Closed
NAMP
1617
NorthStar Asset Management (Pennsylvania)
Pennsylvania
– -$215K -5,000 Closed
CCAL
1618
City Center Advisors LLC
Michigan
– -$213K -4,950 Closed
HFRG
1619
Houlihan Financial Resource Group
Virginia
– -$210K -4,871 Closed
AC
1620
Avestar Capital
New York
– -$209K -4,855 Closed
CWM
1621
CarsonAllaria Wealth Management
Illinois
– -$159K -3,696 Closed
IMC
1622
Investment Management Corporation
Virginia
– -$149K -3,459 Closed
CCM
1623
Carderock Capital Management
Maryland
– -$135K -3,137 Closed
KWM
1624
Kiker Wealth Management
Georgia
– -$69K -1,605 Closed
HT
1625
Headlands Technologies
Illinois
– -$67.2K -1,563 Closed