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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
826
Quadrant Private Wealth Management
Pennsylvania
$357K -$9.8K -260 -3%
AL
827
Aspiriant LLC
California
$356K – – –
BCM
828
Birmingham Capital Management
Alabama
$356K – – –
CIM
829
CIM Investment Management
Pennsylvania
$354K -$4.22K -112 -1%
QCM
830
Quest Capital Management
Texas
$350K -$94.5K -2,509 -21%
OWA
831
Outlook Wealth Advisors
Texas
$350K +$27.7K +736 +9%
SBSB
832
Sullivan, Bruyette, Speros & Blaney
Virginia
$349K +$339 +9 +0.1%
KC
833
Kingfisher Capital
North Carolina
$348K -$17K -452 -5%
WA
834
WBH Advisory
Maryland
$348K +$10.9K +290 +3%
ARMC
835
American Research & Management Company
Massachusetts
$347K -$7.31K -194 -2%
GT
836
Greenleaf Trust
Michigan
$346K +$25.4K +673 +8%
LSAG
837
Lake Street Advisors Group
New Hampshire
$345K +$2.67K +71 +0.8%
JIC
838
Johnson Investment Counsel
Ohio
$344K -$11.9K -315 -3%
III
839
Independent Investors Inc
New York
$342K – – –
XWM
840
Xcel Wealth Management
Florida
$341K – – –
VFA
841
Valeo Financial Advisors
Indiana
$335K -$101K -2,669 -23%
BWA
842
BDO Wealth Advisors
Florida
$335K -$12.1K -320 -4%
OAM
843
Optimal Asset Management
California
$332K -$192K -5,099 -37%
ABTD
844
Arvest Bank Trust Division
Oklahoma
$331K +$328K +8,702 New
SFA
845
Sequoia Financial Advisors
Ohio
$329K -$96.6K -2,563 -23%
EWM
846
Evermay Wealth Management
Virginia
$328K +$11.4K +303 +4%
MAFM
847
Mid Atlantic Financial Management
Pennsylvania
$326K -$103K -2,723 -29%
SCA
848
Stonebridge Capital Advisors
Minnesota
$326K – – –
EIA
849
Edgemoor Investment Advisors
Maryland
$320K – – –
PA
850
Probity Advisors
Texas
$318K -$42.8K -1,136 -12%
32 33
34
35 36