| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 4.6% | -37% | $6,072,577 | +$424,179 | 165,150 | +7.5% | TRUIST FINANCIAL CORP | 31 Mar 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Family Investment Center, Inc. | 24% | 868,889 | +9% | 6.5% | $31,140,985 |
| Reliant Wealth Planning | 12% | 438,408 | 5.1% | $15,712,542 | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7.5% | 269,826 | +8.7% | 0.01% | $9,756,901 |
| J.W. COLE ADVISORS, INC. | 6.5% | 235,035 | +2.4% | 0.16% | $8,423,637 |
| TRUIST FINANCIAL CORP | 5.7% | 203,743 | +10% | 0.01% | $7,302,152 |
| Smart Money Group LLC | 4% | 142,910 | -3% | 1.5% | $5,121,879 |
| ENVESTNET ASSET MANAGEMENT INC | 3% | 107,839 | +22% | 0% | $3,864,936 |
| Cambridge Investment Research Advisors, Inc. | 2.7% | 98,416 | +65% | 0.01% | $3,527,000 |
| Tidal Investments LLC | 2.7% | 96,187 | +2.2% | 0.01% | $3,447,342 |
| 3EDGE Asset Management, LP | 2.3% | 83,898 | -0.48% | 0.17% | $3,006,892 |
| JANE STREET GROUP, LLC | 2.2% | 78,847 | 0% | $2,825,876 | |
| Private Wealth Asset Management, LLC | 1.9% | 66,749 | +19% | 0.28% | $2,392,284 |
| OSAIC HOLDINGS, INC. | 1.8% | 65,669 | +4.1% | 0% | $2,413,320 |
| HARBOR INVESTMENT ADVISORY, LLC | 1.8% | 64,373 | +1409% | 0.2% | $2,307,128 |
| Berger Financial Group, Inc | 1.7% | 60,438 | 0.13% | $2,166,082 | |
| Kingsview Wealth Management, LLC | 1.2% | 43,490 | +27% | 0.02% | $1,558,667 |
| Atria Investments, Inc | 1% | 37,012 | -85% | 0.02% | $1,326,518 |
| Sanctuary Advisors, LLC | 0.88% | 31,772 | -88% | 0.01% | $1,154,267 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.76% | 27,214 | 0% | $975,350 | |
| GOLDMAN SACHS GROUP INC | 0.7% | 24,974 | +47% | 0% | $895,068 |
| Kestra Advisory Services, LLC | 0.66% | 23,681 | -3.4% | 0% | $848,719 |
| OLD MISSION CAPITAL LLC | 0.65% | 23,214 | 0.03% | $831,989 | |
| Focus Financial Network, Inc. | 0.59% | 21,247 | +7.3% | 0.03% | $761,488 |
| Capital Advisors, Ltd. LLC | 0.59% | 21,138 | -1.1% | 0.09% | $758,000 |
| BlackDiamond Wealth Management, LLC | 0.43% | 15,465 | +3.2% | 0.3% | $554,252 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (% of par) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 370,586 | $13,430,861 | +$1,296,453 | 3,620% | 2 |
| 2025 Q3 | 3,218,952 | $115,529,673 | +$12,573,569 | 3,584% | 44 |
| 2025 Q2 | 2,778,113 | $101,689,870 | +$29,342,966 | 3,657% | 38 |
| 2025 Q1 | 1,978,134 | $71,908,190 | +$27,101,578 | 3,633% | 38 |
| 2024 Q4 | 1,221,591 | $44,551,461 | +$14,368,770 | 3,660% | 34 |
| 2024 Q3 | 796,729 | $27,263,024 | -$10,151,647 | 3,397% | 29 |
| 2024 Q2 | 1,083,907 | $37,530,471 | +$590,281 | 3,469% | 28 |
| 2024 Q1 | 1,075,900 | $36,014,456 | +$183,867 | 3,305.44% | 30 |
| 2023 Q4 | 1,065,593 | $33,609,012 | -$9,982,031 | 3,130% | 25 |
| 2023 Q3 | 1,369,697 | $45,851,249 | +$4,520,362 | 3,339.8% | 25 |
| 2023 Q2 | 1,081,909 | $34,910,888 | -$4,673,489 | 3,226% | 19 |
| 2023 Q1 | 1,219,266 | $38,179,284 | -$15,913,838 | 3,119% | 24 |
| 2022 Q4 | 1,886,588 | $59,372,284 | +$5,781,846 | 3,159% | 25 |
| 2022 Q3 | 1,869,331 | $59,325,888 | -$24,043,507 | 3,154.52% | 23 |
| 2022 Q2 | 2,603,073 | $84,443,069 | +$68,973,301 | 3,243.96% | 34 |
| 2022 Q1 | 141,267 | $4,234,379 | +$3,154,760 | 2,990.07% | 7 |
| 2021 Q4 | 36,914 | $922,233 | +$922,232 | 2,498.66% | 3 |