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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFW
801
Brady Family Wealth
Missouri
$427K +$36.2K +1,176 +9%
MAG
802
Mayfair Advisory Group
Alabama
$426K -$3.08K -100 -0.7%
TIA
803
Tandem Investment Advisors
South Carolina
$425K +$33.1K +1,078 +8%
FA
804
FDx Advisors
Illinois
$424K -$2.44M -79,508 -84%
MMHP
805
Murphy Middleton Hinkle & Parker
Georgia
$423K -$2.15K -70 -0.5%
PTC
806
Private Trust Company
Ohio
$420K -$31.9K -1,038 -7%
MC
807
Montag & Caldwell
Georgia
$417K – – –
WC
808
Whitney & Co
New York
$416K -$4.18K -136 -0.9%
CTI
809
Community Trust & Investment
Kentucky
$416K +$11.3K +366 +3%
SAM
810
Shell Asset Management
Netherlands
$415K -$7.87K -256 -2%
SAM
811
Secure Asset Management
Michigan
$413K +$444K +14,448 New
CFG
812
Cooper Financial Group
California
$413K +$443K +14,422 New
CI
813
Cigna Investments
Connecticut
$412K -$62.3K -2,025 -12%
SB
814
Strategic Blueprint
Georgia
$408K +$61.2K +1,991 +16%
GCMG
815
Gyroscope Capital Management Group
Florida
$407K +$86.1K +2,800 +24%
EFS
816
Essex Financial Services
Connecticut
$407K +$11.7K +382 +3%
WWA
817
WCG Wealth Advisors
Nevada
$406K +$431K +14,008 New
IAS
818
Insigneo Advisory Services
Florida
$406K -$44.4K -1,444 -9%
NIM
819
NEOS Investment Management
Connecticut
$405K +$436K +14,164 New
AL
820
Aspiriant LLC
California
$403K +$63.3K +2,060 +17%
PWM
821
Prosperity Wealth Management
California
$401K – – –
MAS
822
Meeder Advisory Services
Ohio
$395K -$90.3K -2,937 -18%
LIP
823
Lighthouse Investment Partners
Florida
$393K +$423K +13,745 New
PIFP
824
Partners in Financial Planning
Virginia
$389K – – –
MIM
825
MTM Investment Management
South Carolina
$389K -$93.8K -3,049 -18%
31 32
33
34 35