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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
726
Legacy Private Trust
Wisconsin
$430K +$55.8K +1,050 +14%
HIM
727
Hermes Investment Management
United Kingdom
$429K – – –
SFM
728
Signet Financial Management
New Jersey
$428K – – –
BW
729
Bison Wealth
Georgia
$424K +$319 +6 +0.1%
SXL
730
Summit X LLC
Missouri
$422K +$77.1K +1,452 +22%
CIC
731
Carnegie Investment Counsel
Ohio
$422K +$433K +8,143 New
BHWM
732
Bar Harbor Wealth Management
New Hampshire
$414K -$11.2K -210 -2%
MMG
733
Monetary Management Group
Missouri
$412K – – –
AL
734
Aspiriant LLC
California
$410K +$69.1K +1,301 +19%
P
735
Pitcairn
Pennsylvania
$407K -$2.55K -48 -0.6%
HCM
736
Highlander Capital Management
New Jersey
$407K – – –
WWMSC
737
Wagner Wealth Management (South Carolina)
South Carolina
$406K -$20.6K -388 -5%
SS
738
Simplicity Solutions
Minnesota
$404K +$426K +8,011 New
TFA
739
Toth Financial Advisory
Virginia
$402K +$24.3K +457 +6%
MA
740
Marshwinds Advisory
Georgia
$401K +$638 +12 +0.2%
CIA
741
CCM Investment Advisers
South Carolina
$399K +$9.56K +180 +2%
LOAME
742
Lombard Odier Asset Management (Europe)
United Kingdom
$391K -$44.3K -834 -10%
LNC
743
Lincoln National Corp
Pennsylvania
$391K +$28.5K +537 +7%
PCM
744
Parsons Capital Management
Rhode Island
$388K +$31.9K +600 +8%
VFP
745
Verus Financial Partners
Virginia
$383K -$20.7K -390 -5%
CWM
746
Cornerstone Wealth Management
Missouri
$382K +$1.04M +19,543 New
HSA
747
HBK Sorce Advisory
Pennsylvania
$379K -$11.8K -222 -3%
CPC
748
Cookson Peirce & Co
Pennsylvania
$377K +$531 +10 +0.1%
FMBTD
749
First Midwest Bank Trust Division
Illinois
$377K +$15.9K +300 +4%
TC
750
Truvestments Capital
Florida
$377K +$397K +7,481 New
28 29
30
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