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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
851
Realta Investment Advisors
Delaware
$632K +$33.7K +614 +6%
AWMT
852
AAFMAA Wealth Management & Trust
North Carolina
$631K – – –
SMM
853
Stadion Money Management
Georgia
$629K – – –
TAM
854
Trust Asset Management
Texas
$628K +$106K +1,931 +22%
EH
855
Equitable Holdings
New York
$626K -$8.06K -147 -1%
AWM
856
Altavista Wealth Management
North Carolina
$625K – – –
CIC
857
Carnegie Investment Counsel
Ohio
$617K +$25.1K +458 +5%
S
858
Seeyond
France
$617K +$376K +6,866 +185%
GRQ
859
Gardner Russo & Quinn
Pennsylvania
$616K +$2.25K +41 +0.4%
PCM
860
Penserra Capital Management
California
$616K +$118K +2,152 +25%
CCA
861
Checchi Capital Advisers
California
$614K -$3.34K -61 -0.6%
VCM
862
Virtue Capital Management
Tennessee
$614K +$577K +10,532 New
CIC
863
Crawford Investment Counsel
Georgia
$611K -$5.54K -101 -1%
CAM
864
Covenant Asset Management
New Jersey
$611K – – –
NSB
865
Norway Savings Bank
Maine
$607K -$8.11K -148 -1%
ECG
866
Edge Capital Group
Georgia
$604K +$14.1K +258 +3%
IA
867
IFG Advisory
Georgia
$604K +$34.1K +622 +6%
IWC
868
Integrated Wealth Concepts
Massachusetts
$604K +$41.1K +749 +8%
DAS
869
Dynamic Advisor Solutions
Arizona
$603K +$328K +5,979 +137%
NB
870
Nicolet Bankshares
Wisconsin
$599K – – –
WA
871
WealthTrust Axiom
Pennsylvania
$598K – – –
SFS
872
Sowell Financial Services
Arkansas
$598K +$169K +3,091 +46%
RCM
873
Radnor Capital Management
Pennsylvania
$596K – – –
BAS
874
Brown Advisory Securities
Maryland
$593K -$20K -364 -3%
GIA
875
Gateway Investment Advisers
Ohio
$592K -$6.91K -126 -1%
33 34
35
36 37