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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
726
Choreo LLC
Illinois
$803K +$213K +6,789 +45%
WQ
727
Wealth Quarterback
New Jersey
$796K +$12K +382 +2%
SCA
728
STALEY CAPITAL ADVISERS
Pennsylvania
$794K -$283 -9 -0%
EOJOAM
729
E. Ohman J:or Asset Management
Sweden
$794K – – –
BBHC
730
Brown Brothers Harriman & Co
New York
$793K +$3.48K +111 +0.5%
SA
731
Strategic Advisors
New York
$787K -$15.2K -483 -2%
TG
732
TCW Group
California
$785K +$661K +21,057 New
NBT
733
Northwest Bank & Trust
Iowa
$776K +$660K +21,022 New
CA
734
Clearstead Advisors
Ohio
$775K -$6.15K -196 -0.9%
PCC
735
Park Circle Company
Maryland
$773K – – –
SW
736
SVB Wealth
Massachusetts
$769K -$10.5K -334 -2%
CCA
737
Cravens & Co Advisors
Tennessee
$764K +$31 +1 +0%
IPW
738
Impact Partnership Wealth
Georgia
$763K +$157K +5,013 +32%
FHA
739
First Horizon Advisors
Tennessee
$758K -$16.7K -533 -3%
OFG
740
OmniStar Financial Group
North Carolina
$756K +$1.82K +58 +0.3%
SF
741
Symphony Financial
Texas
$756K +$633K +20,159 New
SFI
742
Siemens Fonds Invest
Germany
$741K -$206K -6,566 -25%
DWA
743
Douglass Winthrop Advisors
New York
$739K – – –
FOFP
744
Fee-Only Financial Planning
South Carolina
$739K – – –
HC
745
Hourglass Capital
Texas
$738K +$157K +5,000 +33%
GFA
746
Gallagher Fiduciary Advisors
Illinois
$738K -$52.9K -1,684 -8%
TTWM
747
TCV Trust & Wealth Management
Virginia
$737K -$261K -8,315 -29%
RPC
748
Rossmore Private Capital
Connecticut
$727K -$166K -5,299 -21%
SCA
749
Snowden Capital Advisors
New York
$723K -$656K -20,880 -52%
CA
750
Cornerstone Advisory
Maryland
$722K -$57.4K -1,827 -9%
28 29
30
31 32