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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FA
1751
FDx Advisors
Illinois
– -$329K -7,146 Closed
IG
1752
IFS Group
Pennsylvania
– -$322K -7,004 Closed
PWC
1753
Pathfinder Wealth Consulting
North Carolina
– -$310K -6,737 Closed
GPW
1754
Genesis Private Wealth
Virginia
– -$286K -6,226 Closed
SC
1755
Sapient Capital
Indiana
– -$273K -5,946 Closed
DWP
1756
Destiny Wealth Partners
Florida
– -$271K -5,887 Closed
BHPW
1757
Beverly Hills Private Wealth
California
– -$255K -5,556 Closed
LOWM
1758
Laurel Oak Wealth Management
New Jersey
– -$245K -5,319 Closed
GSEP
1759
Golden State Equity Partners
California
– -$236K -5,125 Closed
PFM
1760
Patton Fund Management
Texas
– -$231K -5,028 Closed
OF
1761
Outfitter Financial
Maine
– -$217K -4,711 Closed
MAMU
1762
Myriad Asset Management US
Florida
– -$210K -4,579 Closed
CPA
1763
Capital Performance Advisors
California
– -$210K -4,560 Closed
CCA
1764
Childress Capital Advisors
Texas
– -$207K -4,504 Closed
BP
1765
Broadleaf Partners
Ohio
– -$203K -4,410 Closed
AO
1766
Advisor OS
Illinois
– -$200K -4,359 Closed
QFW
1767
QTR Family Wealth
Florida
– -$214K -4,311 Closed
SOW
1768
State of Wyoming
Wyoming
– -$196K -4,256 Closed
UFF
1769
USA Financial Formulas
Michigan
– -$177K -3,841 Closed
RFP
1770
Root Financial Partners
California
– -$159K -3,464 Closed
GAA
1771
Global Assets Advisory
Florida
– -$142K -3,088 Closed
CW
1772
Curio Wealth
Maryland
– -$139K -3,026 Closed
CIR
1773
Clear Investment Research
Georgia
– -$107K -2,324 Closed
MWM
1774
Magnolia Wealth Management
Alabama
– -$87.5K -1,904 Closed
EC
1775
Elequin Capital
New York
– -$64.7K -1,407 Closed