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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
801
Integrated Wealth Concepts
Massachusetts
$381K -$59.8K -1,588 -14%
FA
802
Fiducient Advisors
Illinois
$381K – – –
SCM
803
Shelton Capital Management
Colorado
$381K – – –
RCM
804
Radnor Capital Management
Pennsylvania
$381K +$110K +2,924 +41%
BCWM
805
Bartlett & Co Wealth Management
Ohio
$380K -$44.3K -1,175 -11%
BC
806
Bartlett & Co
Ohio
$380K -$44.3K -1,175 -11%
TIA
807
Tandem Investment Advisors
South Carolina
$378K -$39.9K -1,060 -10%
BHWM
808
Bay Harbor Wealth Management
Maryland
$378K – – –
WANY
809
Wealthspire Advisors (New York)
New York
$377K +$55.3K +1,469 +17%
SWM
810
Sugarloaf Wealth Management
Georgia
$373K +$1.66K +44 +0.4%
BUB
811
BBVA USA Bancshares
Texas
$371K +$28.8K +765 +8%
IA
812
IFP Advisors
Florida
$370K +$26.8K +710 +8%
PCA
813
Personal Capital Advisors
California
$369K +$46.1K +1,224 +14%
SBH
814
Segall Bryant & Hamill
Illinois
$368K +$4.22K +112 +1%
LB
815
Leo Brokerage
Texas
$368K +$369K +9,804 New
RMDI
816
R.M. Davis Inc
Maine
$362K -$37.7K -1,000 -10%
DE
817
Day & Ennis
Georgia
$362K – – –
AWM
818
Absher Wealth Management
North Carolina
$360K -$150K -3,980 -30%
IA
819
IFG Advisory
Georgia
$360K -$14.5K -386 -4%
ANRIA
820
American National Registered Investment Advisor
Texas
$360K – – –
SBA
821
Secrest Blakey & Associates
North Carolina
$360K +$33K +876 +10%
FA
822
FMA Advisory
Pennsylvania
$359K -$56.2K -1,492 -14%
RG
823
Retirement Group
California
$358K – – –
QPWM
824
Quadrant Private Wealth Management
Pennsylvania
$357K -$9.8K -260 -3%
AL
825
Aspiriant LLC
California
$356K – – –
31 32
33
34 35