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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
851
Sculati Wealth Management
Michigan
$684K – – –
SBH
852
Segall Bryant & Hamill
Illinois
$683K +$179K +3,200 +38%
FAM
853
Formidable Asset Management
Ohio
$682K -$22.7K -407 -3%
OWA
854
Outlook Wealth Advisors
Texas
$681K +$8.16K +146 +1%
EWA
855
EP Wealth Advisors
California
$679K -$60K -1,074 -8%
AII
856
AGF Investments Inc
Ontario, Canada
$679K +$28.2K +504 +5%
HFG
857
Heron Financial Group
New York
$678K – – –
BB
858
Busey Bank
Illinois
$674K +$894 +16 +0.1%
OAM
859
Optimal Asset Management
California
$672K +$894 +16 +0.1%
EMG
860
ETF Managers Group
New Jersey
$670K +$57.7K +1,032 +10%
SW
861
SVB Wealth
Massachusetts
$660K +$137K +2,453 +28%
CIC
862
Carnegie Investment Counsel
Ohio
$659K -$31.6K -565 -5%
RIA
863
Realta Investment Advisors
Delaware
$657K +$19.1K +342 +3%
EHWM
864
Eads & Heald Wealth Management
Georgia
$657K +$38.3K +685 +7%
SJL
865
Shayne & Jacobs LLC
Tennessee
$656K – – –
PTC
866
Philadelphia Trust Company
Pennsylvania
$653K -$131K -2,350 -17%
SAM
867
Summit Asset Management
Tennessee
$653K -$53.9K -964 -8%
MWM
868
Marietta Wealth Management
Georgia
$651K – – –
CWP
869
Curated Wealth Partners
California
$650K +$251K +4,483 +68%
OCG
870
Opus Capital Group
Ohio
$648K -$202K -3,607 -25%
HAG
871
HighPoint Advisor Group
Illinois
$645K +$119K +2,132 +24%
BFO
872
Biltmore Family Office
North Carolina
$644K -$16.8K -300 -3%
BP
873
Ballentine Partners
Massachusetts
$644K -$4.86K -87 -0.8%
MSFS
874
Main Street Financial Solutions
Pennsylvania
$642K +$115K +2,055 +23%
FCFC
875
First Commonwealth Financial Corp
Pennsylvania
$638K +$31.5K +564 +5%
33 34
35
36 37