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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CNTOF
776
Canandaigua National Trust of Florida
New York
$865K – – –
SAM
777
Smartleaf Asset Management
Massachusetts
$865K +$76.9K +1,724 +9%
BBHC
778
Brown Brothers Harriman & Co
New York
$851K -$18.3K -410 -2%
GWA
779
Gratus Wealth Advisors
Virginia
$847K -$47.5K -1,064 -5%
TIA
780
Trust Investment Advisors
Indiana
$841K -$246K -5,517 -22%
MCWS
781
McKinley Carter Wealth Services
West Virginia
$840K -$47.2K -1,058 -5%
RWB
782
RMR Wealth Builders
New Jersey
$831K +$14.5K +324 +2%
RFG
783
RFP Financial Group
Georgia
$829K -$233K -5,217 -21%
TTWM
784
TCV Trust & Wealth Management
Virginia
$828K -$32.1K -720 -4%
FPAS
785
Focus Partners Advisor Solutions
Missouri
$827K -$4.78K -107 -0.6%
DWA
786
Douglass Winthrop Advisors
New York
$823K – – –
TAM
787
Todd Asset Management
Kentucky
$821K – – –
FAIM
788
Financial Advocates Investment Management
Washington
$821K -$8.08K -181 -0.9%
FFM
789
Forum Financial Management
Illinois
$819K +$379K +8,489 +82%
CPWA
790
Cerro Pacific Wealth Advisors
California
$812K +$41.4K +927 +5%
TG
791
TCW Group
California
$812K +$20.9K +469 +3%
GCP
792
GSA Capital Partners
United Kingdom
$808K +$831K +18,619 New
CL
793
CSS LLC
Illinois
$808K – – –
FMN
794
Financial Management Network
California
$806K +$1.34K +30 +0.2%
ACM
795
AlphaStar Capital Management
North Carolina
$804K -$62K -1,389 -7%
I
796
INVST
Indiana
$802K +$4.15K +93 +0.5%
P
797
Pitcairn
Pennsylvania
$799K +$9.33K +209 +1%
VFA
798
Valeo Financial Advisors
Indiana
$793K -$78K -1,747 -9%
AT
799
American Trust
Kentucky
$787K -$35.9K -804 -4%
FCB
800
First County Bank
Connecticut
$786K -$22.4K -502 -3%
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