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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
801
Raleigh Capital Management
North Carolina
$879K +$918K +15,020 New
SSG
802
Summit Securities Group
New York
$869K +$907K +14,840 New
CT
803
Caldwell Trust
Florida
$862K +$11.1K +181 +1%
MAG
804
Mayfair Advisory Group
Alabama
$855K – – –
PTC
805
Private Trust Company
Ohio
$853K -$21.7K -355 -2%
BWM
806
BT Wealth Management
Georgia
$851K +$175K +2,864 +25%
RIG
807
Ramiah Investment Group
Wisconsin
$846K -$14.8K -243 -2%
CFG
808
Citizens Financial Group
Rhode Island
$844K +$5.38K +88 +0.6%
FPAS
809
Focus Partners Advisor Solutions
Missouri
$844K +$881K +14,422 New
HH
810
Hilltop Holdings
Texas
$837K +$106K +1,733 +14%
CTI
811
Community Trust & Investment
Kentucky
$830K -$3.73K -61 -0.4%
CGL
812
Clarius Group LLC
Washington
$828K +$19.2K +314 +2%
VFA
813
Voya Financial Advisors
Connecticut
$817K -$37.9K -621 -4%
LA
814
Lindenwold Advisors
Pennsylvania
$815K +$850K +13,915 New
FTC
815
Farmers Trust Company
Ohio
$814K -$24.3K -397 -3%
SCI
816
S&CO Inc
Massachusetts
$813K – – –
HWIS
817
Hancock Whitney Investment Services
Louisiana
$813K +$841K +13,764 New
NB
818
Northwest Bancshares
Pennsylvania
$809K – – –
WAAG
819
Wealth Alliance Advisory Group
Kansas
$806K +$5.87K +96 +0.7%
VFA
820
Valeo Financial Advisors
Indiana
$805K +$67.8K +1,109 +9%
NEAM
821
New England Asset Management
Connecticut
$802K -$45.8K -750 -5%
TMAM
822
Tokio Marine Asset Management
Japan
$802K +$75.5K +1,236 +10%
RCAG
823
Rehmann Capital Advisory Group
Michigan
$802K -$7.33K -120 -0.9%
MFG
824
Monte Financial Group
Connecticut
$799K -$65.5K -1,072 -7%
NSB
825
Norway Savings Bank
Maine
$796K -$8K -131 -1%
31 32
33
34 35