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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
776
Jefferies Financial Group
New York
$868K +$893K +20,000 New
CNTOF
777
Canandaigua National Trust of Florida
New York
$865K – – –
SAM
778
Smartleaf Asset Management
Massachusetts
$865K +$76.9K +1,724 +9%
BBHC
779
Brown Brothers Harriman & Co
New York
$851K -$18.3K -410 -2%
GWA
780
Gratus Wealth Advisors
Virginia
$847K -$47.5K -1,064 -5%
TIA
781
Trust Investment Advisors
Indiana
$841K -$246K -5,517 -22%
MCWS
782
McKinley Carter Wealth Services
West Virginia
$840K -$47.2K -1,058 -5%
RWB
783
RMR Wealth Builders
New Jersey
$831K +$14.5K +324 +2%
RFG
784
RFP Financial Group
Georgia
$829K -$233K -5,217 -21%
TTWM
785
TCV Trust & Wealth Management
Virginia
$828K -$32.1K -720 -4%
FPAS
786
Focus Partners Advisor Solutions
Missouri
$827K -$4.78K -107 -0.6%
DWA
787
Douglass Winthrop Advisors
New York
$823K – – –
TAM
788
Todd Asset Management
Kentucky
$821K – – –
FAIM
789
Financial Advocates Investment Management
Washington
$821K -$8.08K -181 -0.9%
FFM
790
Forum Financial Management
Illinois
$819K +$379K +8,489 +82%
CPWA
791
Cerro Pacific Wealth Advisors
California
$812K +$41.4K +927 +5%
TG
792
TCW Group
California
$812K +$20.9K +469 +3%
GCP
793
GSA Capital Partners
United Kingdom
$808K +$831K +18,619 New
CL
794
CSS LLC
Illinois
$808K – – –
FMN
795
Financial Management Network
California
$806K +$1.34K +30 +0.2%
ACM
796
AlphaStar Capital Management
North Carolina
$804K -$62K -1,389 -7%
I
797
INVST
Indiana
$802K +$4.15K +93 +0.5%
P
798
Pitcairn
Pennsylvania
$799K +$9.33K +209 +1%
VFA
799
Valeo Financial Advisors
Indiana
$793K -$78K -1,747 -9%
AT
800
American Trust
Kentucky
$787K -$35.9K -804 -4%
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