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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
701
Marietta Investment Partners
Wisconsin
$982K -$582K -14,887 -39%
GCA
702
Greenwood Capital Associates
South Carolina
$978K -$39.1K -1,000 -4%
GCP
703
Garda Capital Partners
Minnesota
$978K -$2.24M -57,242 -72%
TTIC
704
Tower Trust & Investment Company
Iowa
$977K -$1.53K -39 -0.2%
SL
705
Salomon & Ludwin
Virginia
$977K -$1.72K -44 -0.2%
AWS
706
Atria Wealth Solutions
New York
$975K -$295K -7,547 -25%
IF
707
Intrua Financial
Texas
$970K +$63.9K +1,633 +8%
LFA
708
Legacy Financial Advisors
Kentucky
$968K -$557K -14,247 -39%
MWM
709
Meridian Wealth Management
Kentucky
$964K -$20.3K -520 -2%
IAIM
710
International Assets Investment Management
Florida
$964K -$103K -2,623 -10%
DA
711
Dover Advisors
Virginia
$963K -$52.9K -1,351 -6%
MCM
712
Monument Capital Management
Virginia
$958K – – –
EWM
713
EPG Wealth Management
Georgia
$957K -$27.8K -710 -3%
WFS
714
Widmann Financial Services
Maryland
$953K -$27K -689 -3%
WCBA
715
Weaver C. Barksdale & Associates
Tennessee
$953K -$9K -230 -1%
ISL
716
Ingalls & Snyder LLC
New York
$948K – – –
VFA
717
Valeo Financial Advisors
Indiana
$944K +$148K +3,771 +21%
KFGG
718
Keystone Financial Group (Georgia)
Georgia
$942K +$10.4K +266 +1%
BIA
719
BHK Investment Advisors
Alabama
$938K -$10.6K -270 -1%
SWP
720
Sagespring Wealth Partners
Tennessee
$937K +$154K +3,946 +22%
EWA
721
EP Wealth Advisors
California
$936K +$201K +5,143 +31%
GT
722
Glenview Trust
Kentucky
$935K -$900 -23 -0.1%
WI
723
WBI Investments
New Jersey
$935K +$851K +21,746 New
MLA
724
My Legacy Advisors
Oregon
$931K +$195K +4,980 +32%
AFCM
725
Applied Finance Capital Management
Puerto Rico
$931K +$39.8K +1,018 +5%
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