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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
726
MGO One Seven
Ohio
$809K -$148K -3,266 -16%
MWM
727
Modera Wealth Management
New Jersey
$797K +$29.5K +652 +4%
IMOV
728
Investment Management of Virginia
Virginia
$797K +$124K +2,743 +20%
BI
729
Ballast Inc
Kentucky
$793K -$39.2K -865 -5%
JCM
730
Jacobi Capital Management
Pennsylvania
$793K -$36.4K -804 -5%
NCM
731
Novare Capital Management
North Carolina
$787K -$125K -2,753 -14%
AC
732
Athanor Capital
New York
$780K +$737K +16,271 New
BJL
733
Brighton Jones LLC
Washington
$767K +$2.22K +49 +0.3%
CCM
734
Canal Capital Management
Virginia
$762K +$3.98K +88 +0.6%
TFS
735
TrustCore Financial Services
Tennessee
$759K -$71.1K -1,571 -9%
WIA
736
Wealthstreet Investment Advisors
Texas
$757K +$11.5K +253 +2%
MMHP
737
Murphy Middleton Hinkle & Parker
Georgia
$756K -$25K -553 -3%
EI
738
Ethic Inc
New York
$756K +$116K +2,553 +19%
SCA
739
Snowden Capital Advisors
New York
$744K +$83.9K +1,853 +14%
MFG
740
Monte Financial Group
Connecticut
$744K -$47.3K -1,044 -6%
GCM
741
Galibier Capital Management
Ontario, Canada
$738K -$90.5K -2,000 -11%
FCA
742
FLC Capital Advisors
California
$738K – – –
BWM
743
BCS Wealth Management
Tennessee
$733K – – –
CCG
744
Cypress Capital Group
Florida
$727K +$1.36K +30 +0.2%
SFP
745
Shepherd Financial Partners
Massachusetts
$727K +$80.4K +1,775 +13%
EWA
746
EP Wealth Advisors
California
$726K -$48.9K -1,081 -7%
JFL
747
Jarislowsky, Fraser Ltd
Quebec, Canada
$720K -$4.98K -110 -0.7%
RC
748
RegentAtlantic Capital
New Jersey
$719K -$63.4K -1,401 -9%
AFAS
749
Acorn Financial Advisory Services
Virginia
$718K -$102K -2,260 -13%
LOAME
750
Lombard Odier Asset Management (Europe)
United Kingdom
$718K +$228K +5,046 +58%
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30
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