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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ERIM
876
Eagle Ridge Investment Management
Connecticut
$220K – – –
IIM
877
Ipswich Investment Management
Massachusetts
$217K +$201K +4,060 New
BHIA
878
Birch Hill Investment Advisors
Massachusetts
$214K +$199K +4,006 New
MI
879
Moneywise Inc
Virginia
$213K -$6.69K -135 -3%
BCI
880
Brinker Capital Investments
Pennsylvania
$212K -$14.1K -285 -7%
GWS
881
Glassman Wealth Services
Virginia
$212K +$50 +1 +0%
BCM
882
Brookstone Capital Management
Illinois
$212K +$196K +3,964 New
SB
883
Strategic Blueprint
Georgia
$209K +$194K +3,913 New
DOA
884
D'Orazio & Associates
Virginia
$208K – – –
WKWM
885
Walter & Keenan Wealth Management
Indiana
$207K +$192K +3,880 New
IWA
886
Intercontinental Wealth Advisors
Texas
$206K -$2.23K -45 -1%
BHWM
887
Bar Harbor Wealth Management
New Hampshire
$205K -$19.9K -402 -9%
CGL
888
Clarius Group LLC
Washington
$202K -$25K -504 -12%
WIA
889
Westbourne Investment Advisors
Maryland
$202K -$16K -323 -8%
WP
890
WMS Partners
Maryland
$202K +$188K +3,788 New
CWM
891
Chesapeake Wealth Management
Virginia
$200K +$186K +3,750 New
PCG
892
Private Capital Group
Connecticut
$197K +$93.6K +1,889 +105%
QCG
893
Quadrant Capital Group
Ohio
$193K -$50.3K -1,014 -21%
RIA
894
Realta Investment Advisors
Delaware
$187K +$5.25K +106 +3%
AF
895
Arrow Financial
New York
$186K -$6.69K -135 -4%
HAG
896
HighPoint Advisor Group
Illinois
$185K -$3.17K -64 -2%
OC
897
Oakworth Capital
Alabama
$183K – – –
CLOS
898
Compagnie Lombard Odier SCmA
Switzerland
$180K – – –
GI
899
Gradient Investments
Minnesota
$166K +$9.91K +200 +7%
CIR
900
Clear Investment Research
Georgia
$160K – – –
34 35
36
37 38