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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
651
Symphony Financial
Texas
$966K +$935K +24,746 New
WANY
652
Wealthspire Advisors (New York)
New York
$961K -$56.9K -1,506 -6%
BIM
653
Bridges Investment Management
Nebraska
$958K – – –
BP
654
Ballentine Partners
Massachusetts
$958K +$28.4K +751 +3%
WCBA
655
Weaver C. Barksdale & Associates
Tennessee
$949K -$18.5K -491 -2%
TCOTS
656
Trust Company of the South
North Carolina
$946K – – –
GLR
657
Great Lakes Retirement
Ohio
$944K +$23.3K +616 +3%
RFG
658
RFP Financial Group
Georgia
$943K -$2.53K -67 -0.3%
BJL
659
Brighton Jones LLC
Washington
$943K +$5.25K +139 +0.6%
HI
660
Horizon Investments
North Carolina
$942K +$3.25K +86 +0.4%
MNBTD
661
Moody National Bank Trust Division
Texas
$938K -$42K -1,111 -4%
IWC
662
Integrated Wealth Concepts
Massachusetts
$936K -$53.3K -1,410 -6%
FMWA
663
Forvis Mazars Wealth Advisors
Missouri
$931K -$85.7K -2,268 -9%
GT
664
Glenview Trust
Kentucky
$926K -$4.57K -121 -0.5%
BW
665
Bison Wealth
Georgia
$925K – – –
FCB
666
First County Bank
Connecticut
$922K -$100K -2,657 -10%
VI
667
Vestcor Inc
New Brunswick, Canada
$922K – – –
GCA
668
Greenwood Capital Associates
South Carolina
$911K +$4.31K +114 +0.5%
IF
669
Intrua Financial
Texas
$904K -$147K -3,880 -14%
SCA
670
Snowden Capital Advisors
New York
$903K +$10.8K +287 +1%
SVWAG
671
Sound View Wealth Advisors Group
Georgia
$902K -$59.3K -1,569 -6%
WFS
672
Widmann Financial Services
Maryland
$901K -$8.31K -220 -0.9%
KLCM
673
KG&L Capital Management
Louisiana
$891K -$75.2K -1,990 -8%
LNWWM
674
Laird Norton Wetherby Wealth Management
California
$885K -$23.7K -627 -3%
PA
675
Profund Advisors
Maryland
$885K -$39.4K -1,044 -4%
25 26
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