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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
826
Formidable Asset Management
Ohio
$708K +$5.97K +109 +0.9%
OIA
827
OneDigital Investment Advisors
Kansas
$706K +$345K +6,287 +108%
BCWM
828
Bartlett & Co Wealth Management
Ohio
$702K – – –
BC
829
Bartlett & Co
Ohio
$702K – – –
TAIM
830
TD Ameritrade Investment Management
Nebraska
$702K – – –
LWP
831
Lumature Wealth Partners
Georgia
$701K – – –
WCAMG
832
Woodard & Company Asset Management Group
North Carolina
$699K -$55 -1 -0%
CPSAC
833
Chas P. Smith & Associates (CPS)
Florida
$690K +$219 +4 +0%
CWC
834
Carolinas Wealth Consulting
North Carolina
$689K -$21.9K -400 -3%
BS
835
Boenning & Scattergood
Pennsylvania
$687K +$124K +2,271 +24%
HFG
836
Heron Financial Group
New York
$683K – – –
FPWM
837
FSB Premier Wealth Management
Iowa
$681K -$80.2K -1,463 -11%
SWM
838
Sculati Wealth Management
Michigan
$680K – – –
GC
839
Gratus Capital
Georgia
$679K -$7.95K -145 -1%
MCM
840
MAI Capital Management
Ohio
$672K +$403K +7,344 +175%
OAM
841
Optimal Asset Management
California
$667K +$148K +2,700 +31%
AII
842
AGF Investments Inc
Ontario, Canada
$663K -$14.3K -261 -2%
EF
843
Empirical Finance
Pennsylvania
$658K – – –
OPS
844
Orion Portfolio Solutions
Nebraska
$657K -$56.5K -1,030 -8%
MGWM
845
Marks Group Wealth Management
Minnesota
$654K +$19.8K +361 +3%
SJL
846
Shayne & Jacobs LLC
Tennessee
$652K – – –
PL
847
Parthenon LLC
Kentucky
$648K – – –
MWM
848
Marietta Wealth Management
Georgia
$647K – – –
EMG
849
ETF Managers Group
New Jersey
$647K +$81K +1,477 +16%
MSA
850
Marino Stram & Associates
Massachusetts
$645K +$65.6K +1,196 +12%
32 33
34
35 36