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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIA
601
Cornell Pochily Investment Advisors
New York
$851K – – –
AIP
602
Ameritas Investment Partners
Nebraska
$849K -$41.1K -763 -4%
MA
603
Minerva Advisors
Pennsylvania
$842K – – –
SSB
604
Sandy Spring Bank
Maryland
$835K +$250K +4,650 +41%
FAAS
605
First Allied Advisory Services
California
$823K +$65.3K +1,212 +8%
CCP
606
Corient Capital Partners
California
$813K +$210K +3,893 +33%
UF
607
Univest Financial
Pennsylvania
$804K -$4.18M -77,596 -83%
BSW
608
Buckingham Strategic Wealth
Missouri
$801K +$829K +15,383 New
SWM
609
SVA Wealth Management
Wisconsin
$793K +$34K +631 +4%
GAM
610
Gotham Asset Management
New York
$791K +$819K +15,206 New
CIA
611
Capital Investment Advisors
Georgia
$787K +$17.5K +324 +2%
LNWWM
612
Laird Norton Wetherby Wealth Management
California
$777K +$1.51K +28 +0.2%
SPIA
613
Steward Partners Investment Advisory
New York
$763K -$754 -14 -0.1%
RMDI
614
R.M. Davis Inc
Maine
$756K -$3.23K -60 -0.4%
WPP
615
Whalerock Point Partners
Rhode Island
$754K +$780K +14,489 New
BIA
616
BHK Investment Advisors
Alabama
$751K +$12.3K +228 +2%
CM
617
Cornerstone Management
Georgia
$749K -$69.3K -1,286 -8%
GHA
618
GW Henssler & Associates
Georgia
$747K – – –
WAM
619
Wealthspire Advisors (Maryland)
Maryland
$746K -$5.98K -111 -0.8%
EHWM
620
Eads & Heald Wealth Management
Georgia
$746K +$20.7K +385 +3%
CTI
621
Community Trust & Investment
Kentucky
$745K -$23.7K -440 -3%
BAS
622
Brown Advisory Securities
Maryland
$736K +$5.39K +100 +0.7%
WFG
623
Wills Financial Group
Virginia
$735K -$12.5K -232 -2%
NA
624
NewEdge Advisors
Louisiana
$732K -$613K -11,390 -44%
BI
625
Ballast Inc
Kentucky
$727K +$15.3K +285 +2%
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