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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
751
MAS Advisors
Florida
$879K – – –
OFG
752
OmniStar Financial Group
North Carolina
$879K +$2.84K +59 +0.3%
WANY
753
Wealthspire Advisors (New York)
New York
$874K -$133K -2,774 -12%
CA
754
Clearstead Advisors
Ohio
$874K -$59.3K -1,232 -6%
WIC
755
Woodmont Investment Counsel
Tennessee
$873K -$22K -457 -2%
CWP
756
Curated Wealth Partners
California
$873K +$22.8K +473 +2%
THWM
757
Taylor Hoffman Wealth Management
Virginia
$871K +$337 +7 +0%
P
758
Pitcairn
Pennsylvania
$865K +$23.5K +488 +3%
BW
759
Bison Wealth
Georgia
$863K +$97.5K +2,027 +11%
SWM
760
Selective Wealth Management
Virginia
$860K +$1.49K +31 +0.2%
IMOV
761
Investment Management of Virginia
Virginia
$849K +$15.3K +317 +2%
GA
762
Greenspring Advisors
Maryland
$847K -$43.9K -913 -4%
IMRF
763
Illinois Municipal Retirement Fund
Illinois
$847K +$342K +7,118 +58%
BTW
764
Boston Trust Walden
Massachusetts
$841K – – –
SICM
765
Sustainable Insight Capital Management
New York
$840K -$409K -8,500 -31%
GHA
766
GW Henssler & Associates
Georgia
$840K -$55.9K -1,162 -6%
IWM
767
IHT Wealth Management
Illinois
$834K +$254K +5,287 +38%
MGWM
768
Marks Group Wealth Management
Minnesota
$832K +$134K +2,777 +17%
LCM
769
Leisure Capital Management
California
$825K +$41.4K +861 +5%
ECG
770
Edge Capital Group
Georgia
$816K -$829K -17,233 -48%
CL
771
CSS LLC
Illinois
$811K – – –
PAM
772
Paradigm Asset Management
New York
$807K -$9.62K -200 -1%
NSB
773
Norway Savings Bank
Maine
$801K +$133K +2,760 +18%
MYLI
774
Meiji Yasuda Life Insurance
Japan
$798K +$132K +2,743 +18%
MWM
775
Meridian Wealth Management
Kentucky
$795K -$48.5K -1,008 -5%
29 30
31
32 33