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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
826
Denali Advisors
California
$674K +$153K +3,100 +28%
CTI
827
Community Trust & Investment
Kentucky
$672K – – –
MFG
828
Monte Financial Group
Connecticut
$672K +$15.9K +322 +2%
TPW
829
Transatlantique Private Wealth
New York
$669K +$696K +14,110 New
BRWM
830
B. Riley Wealth Management
Tennessee
$668K +$500K +10,140 +257%
CGL
831
Clarius Group LLC
Washington
$665K -$5.67K -115 -0.8%
TAM
832
Trust Asset Management
Texas
$665K +$32.4K +656 +5%
WAAG
833
Wealth Alliance Advisory Group
Kansas
$664K +$8.24K +167 +1%
SIA
834
Schechter Investment Advisors
Michigan
$661K -$163K -3,307 -19%
IWM
835
IHT Wealth Management
Illinois
$658K -$10.2K -207 -1%
SCI
836
S&CO Inc
Massachusetts
$658K – – –
NB
837
Northwest Bancshares
Pennsylvania
$655K – – –
TI
838
Tidal Investments
Wisconsin
$653K -$678K -13,745 -50%
CRI
839
Colonial River Investments
Virginia
$652K -$1.28K -26 -0.2%
CFCI
840
Comprehensive Financial Consultants Institutional
Indiana
$650K -$592 -12 -0.1%
CFG
841
Citizens Financial Group
Rhode Island
$649K +$16.2K +328 +2%
PI
842
PEAK6 Investments
Illinois
$646K +$1.05M +21,270 New
BFO
843
Biltmore Family Office
North Carolina
$645K -$4.64K -94 -0.7%
HBW
844
Hazlett, Burt & Watson
West Virginia
$642K -$11.3K -230 -2%
AWC
845
Abundance Wealth Counselors
Pennsylvania
$642K +$46.4K +941 +7%
WQ
846
Wealth Quarterback
New Jersey
$641K +$666K +13,514 New
FMAEN1
847
Fund Management at Engine No 1
California
$638K +$106K +2,147 +19%
LSAG
848
Lake Street Advisors Group
New Hampshire
$633K -$21.7K -440 -3%
BP
849
Ballentine Partners
Massachusetts
$633K -$20K -405 -3%
WA
850
WBH Advisory
Maryland
$633K -$2.47K -50 -0.4%
32 33
34
35 36