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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TAIM
826
TD Ameritrade Investment Management
Nebraska
$702K – – –
LWP
827
Lumature Wealth Partners
Georgia
$701K – – –
WCAMG
828
Woodard & Company Asset Management Group
North Carolina
$699K -$55 -1 -0%
VC
829
Veracity Capital
Georgia
$694K -$9.87K -180 -1%
CPSAC
830
Chas P. Smith & Associates (CPS)
Florida
$690K +$219 +4 +0%
CWC
831
Carolinas Wealth Consulting
North Carolina
$689K -$21.9K -400 -3%
BS
832
Boenning & Scattergood
Pennsylvania
$687K +$124K +2,271 +24%
HFG
833
Heron Financial Group
New York
$683K – – –
FPWM
834
FSB Premier Wealth Management
Iowa
$681K -$80.2K -1,463 -11%
SWM
835
Sculati Wealth Management
Michigan
$680K – – –
GC
836
Gratus Capital
Georgia
$679K -$7.95K -145 -1%
MCM
837
MAI Capital Management
Ohio
$672K +$403K +7,344 +175%
OAM
838
Optimal Asset Management
California
$667K +$148K +2,700 +31%
AII
839
AGF Investments Inc
Ontario, Canada
$663K -$14.3K -261 -2%
EF
840
Empirical Finance
Pennsylvania
$658K – – –
OPS
841
Orion Portfolio Solutions
Nebraska
$657K -$56.5K -1,030 -8%
MGWM
842
Marks Group Wealth Management
Minnesota
$654K +$19.8K +361 +3%
SJL
843
Shayne & Jacobs LLC
Tennessee
$652K – – –
PL
844
Parthenon LLC
Kentucky
$648K – – –
MWM
845
Marietta Wealth Management
Georgia
$647K – – –
EMG
846
ETF Managers Group
New Jersey
$647K +$81K +1,477 +16%
MSA
847
Marino Stram & Associates
Massachusetts
$645K +$65.6K +1,196 +12%
CRI
848
Colonial River Investments
Virginia
$641K -$25.9K -472 -4%
AAM
849
Augustine Asset Management
Florida
$641K – – –
BP
850
Ballentine Partners
Massachusetts
$641K +$35.3K +644 +6%
32 33
34
35 36