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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HB
726
Homrich & Berg
Georgia
$434K +$16.4K +335 +4%
PBO
727
Peoples Bank (Ohio)
Ohio
$429K -$22.5K -460 -5%
BUB
728
BBVA USA Bancshares
Texas
$428K -$43.7K -892 -9%
LNC
729
Lincoln National Corp
Pennsylvania
$426K +$6.22K +127 +1%
LOAME
730
Lombard Odier Asset Management (Europe)
United Kingdom
$424K – – –
WG
731
Welch Group
Alabama
$424K +$16.9K +346 +4%
I
732
IberiaBank
Louisiana
$422K +$420K +8,580 New
HSA
733
HBK Sorce Advisory
Pennsylvania
$419K -$21.2K -432 -5%
MA
734
Minerva Advisors
Pennsylvania
$417K – – –
GLA
735
Good Life Advisors
Pennsylvania
$416K -$11.7K -238 -3%
SS
736
Simplicity Solutions
Minnesota
$415K -$720K -14,689 -63%
SFM
737
Signet Financial Management
New Jersey
$413K -$23.9K -488 -6%
1WA
738
180 Wealth Advisors
Washington
$412K +$407K +8,299 New
BW
739
Bison Wealth
Georgia
$411K -$12.9K -263 -3%
DY
740
Dowling & Yahnke
California
$403K +$402K +8,211 New
SCA
741
Snowden Capital Advisors
New York
$399K -$8.47K -173 -2%
CWG
742
Cornerstone Wealth Group
North Carolina
$398K +$26.9K +549 +7%
HC
743
Henshaw Capital
Massachusetts
$391K +$390K +7,964 New
CBT
744
Central Bank & Trust
Kentucky
$389K -$10.1K -206 -3%
CIC
745
Carnegie Investment Counsel
Ohio
$387K -$13K -266 -3%
PA
746
Parallel Advisors
California
$387K +$233K +4,761 +153%
DSN
747
D. Scott Neal
Kentucky
$385K +$57.3K +1,170 +18%
MAM
748
Meeder Asset Management
Ohio
$383K -$8.31M -169,609 -96%
APG
749
Abacus Planning Group
South Carolina
$382K +$7.64K +156 +2%
FA
750
FCG Advisors
New Jersey
$381K -$7.35K -150 -2%
28 29
30
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