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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
826
Octavia Wealth Advisors
Ohio
$542K +$201K +6,415 +78%
IRAG
827
Investment Research & Advisory Group
Georgia
$540K -$14.2K -453 -3%
CCP
828
Cassia Capital Partners
North Carolina
$538K -$145K -4,630 -24%
MC
829
Montag & Caldwell
Georgia
$538K – – –
FFO
830
Fiduciary Family Office
Florida
$533K +$453K +14,426 New
WC
831
Whitney & Co
New York
$532K -$4.05K -129 -0.9%
AWAG
832
ARS Wealth Advisors Group
Florida
$531K -$4.64M -147,868 -91%
CTI
833
Community Trust & Investment
Kentucky
$530K -$6.22K -198 -1%
SB
834
Strategic Blueprint
Georgia
$526K – – –
BFW
835
Brady Family Wealth
Missouri
$526K -$21.1K -671 -5%
BCV
836
Banque Cantonale Vaudoise
Switzerland
$525K -$625K -19,919 -58%
GT
837
Greenleaf Trust
Michigan
$524K +$26.3K +838 +6%
CI
838
Cigna Investments
Connecticut
$520K -$10.5K -335 -2%
SAM
839
Smartleaf Asset Management
Massachusetts
$519K +$439K +13,980 New
PH
840
Pinnacle Holdings
Oklahoma
$519K +$163K +5,180 +58%
PWM
841
Prosperity Wealth Management
California
$518K – – –
PCM
842
Prelude Capital Management
New York
$516K +$140K +4,453 +47%
CG
843
Cutler Group
California
$510K -$61.5K -1,959 -12%
SCM
844
Stevens Capital Management
Pennsylvania
$507K +$431K +13,729 New
AWG
845
Altus Wealth Group
Colorado
$507K +$98.3K +3,131 +30%
PIFP
846
Partners in Financial Planning
Virginia
$503K – – –
HWAM
847
Hennion & Walsh Asset Management
New Jersey
$497K -$524K -16,678 -55%
MMPW
848
Mitchell McLeod Pugh & Williams
Alabama
$490K -$61.4K -1,957 -13%
BFS
849
Bard Financial Services
Connecticut
$487K +$414K +13,200 New
NGA
850
Naples Global Advisors
Florida
$485K +$93.7K +2,983 +29%
32 33
34
35 36