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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WFG
801
Wills Financial Group
Virginia
$382K -$81.8K -2,170 -18%
NSB
802
Norway Savings Bank
Maine
$382K +$7.2K +191 +2%
IWC
803
Integrated Wealth Concepts
Massachusetts
$381K -$59.8K -1,588 -14%
FA
804
Fiducient Advisors
Illinois
$381K – – –
SCM
805
Shelton Capital Management
Colorado
$381K – – –
RCM
806
Radnor Capital Management
Pennsylvania
$381K +$110K +2,924 +41%
BCWM
807
Bartlett & Co Wealth Management
Ohio
$380K -$44.3K -1,175 -11%
BC
808
Bartlett & Co
Ohio
$380K -$44.3K -1,175 -11%
TIA
809
Tandem Investment Advisors
South Carolina
$378K -$39.9K -1,060 -10%
BHWM
810
Bay Harbor Wealth Management
Maryland
$378K – – –
WANY
811
Wealthspire Advisors (New York)
New York
$377K +$55.3K +1,469 +17%
SWM
812
Sugarloaf Wealth Management
Georgia
$373K +$1.66K +44 +0.4%
BUB
813
BBVA USA Bancshares
Texas
$371K +$28.8K +765 +8%
IA
814
IFP Advisors
Florida
$370K +$26.8K +710 +8%
PCA
815
Personal Capital Advisors
California
$369K +$46.1K +1,224 +14%
SBH
816
Segall Bryant & Hamill
Illinois
$368K +$4.22K +112 +1%
LB
817
Leo Brokerage
Texas
$368K +$369K +9,804 New
RMDI
818
R.M. Davis Inc
Maine
$362K -$37.7K -1,000 -10%
DE
819
Day & Ennis
Georgia
$362K – – –
AWM
820
Absher Wealth Management
North Carolina
$360K -$150K -3,980 -30%
IA
821
IFG Advisory
Georgia
$360K -$14.5K -386 -4%
ANRIA
822
American National Registered Investment Advisor
Texas
$360K – – –
SBA
823
Secrest Blakey & Associates
North Carolina
$360K +$33K +876 +10%
FA
824
FMA Advisory
Pennsylvania
$359K -$56.2K -1,492 -14%
RG
825
Retirement Group
California
$358K – – –
31 32
33
34 35