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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
651
SVA Wealth Management
Wisconsin
$577K -$133K -2,712 -19%
DDC
652
DF Dent & Co
Maryland
$575K – – –
VIA
653
Vident Investment Advisory
Georgia
$574K -$18.9K -386 -3%
WF
654
Welch & Forbes
Massachusetts
$565K -$227K -4,644 -29%
MWA
655
Meridian Wealth Advisors
Texas
$564K +$20.1K +411 +4%
CC
656
ClearArc Capital
Ohio
$561K -$67.6K -1,381 -11%
PIA
657
Piedmont Investment Advisors
North Carolina
$558K -$47.1K -961 -8%
PL
658
Parthenon LLC
Kentucky
$556K – – –
EWM
659
Evermay Wealth Management
Virginia
$555K -$12.4K -253 -2%
DAS
660
Dynamic Advisor Solutions
Arizona
$555K +$554K +11,302 New
ONB
661
Old National Bancorp
Indiana
$553K +$193K +3,933 +54%
BC
662
Bartlett & Co
Ohio
$551K +$6.42K +131 +1%
BCWM
663
Bartlett & Co Wealth Management
Ohio
$551K +$6.42K +131 +1%
TSW
664
Thompson Siegel & Walmsley
Virginia
$542K -$12.5K -256 -2%
CG
665
Cynosure Group
Utah
$542K +$541K +11,038 New
FA
666
Fiducient Advisors
Illinois
$541K – – –
BJL
667
Brighton Jones LLC
Washington
$536K +$286K +5,842 +115%
AWM
668
Altavista Wealth Management
North Carolina
$527K – – –
CCMG
669
Clark Capital Management Group
Pennsylvania
$527K – – –
WIA
670
Wealthstreet Investment Advisors
Texas
$515K -$93.5K -1,908 -15%
RMDI
671
R.M. Davis Inc
Maine
$512K -$53.8K -1,099 -10%
MFG
672
Monte Financial Group
Connecticut
$510K +$65K +1,327 +15%
SHA
673
Seneca House Advisors
Virginia
$509K -$51.6K -1,054 -9%
CF
674
Centaurus Financial
California
$509K +$483K +9,867 +2,030%
GAM
675
Gotham Asset Management
New York
$508K -$817K -16,682 -62%
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