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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
876
PFW Advisors
Georgia
$223K +$258K +5,216 New
WJWM
877
Williams Jones Wealth Management
New York
$221K +$206K +4,150 New
ERIM
878
Eagle Ridge Investment Management
Connecticut
$220K – – –
IIM
879
Ipswich Investment Management
Massachusetts
$217K +$201K +4,060 New
BHIA
880
Birch Hill Investment Advisors
Massachusetts
$214K +$199K +4,006 New
MI
881
Moneywise Inc
Virginia
$213K -$6.69K -135 -3%
BCI
882
Brinker Capital Investments
Pennsylvania
$212K -$14.1K -285 -7%
GWS
883
Glassman Wealth Services
Virginia
$212K +$50 +1 +0%
BCM
884
Brookstone Capital Management
Illinois
$212K +$196K +3,964 New
SB
885
Strategic Blueprint
Georgia
$209K +$194K +3,913 New
DOA
886
D'Orazio & Associates
Virginia
$208K – – –
WKWM
887
Walter & Keenan Wealth Management
Indiana
$207K +$192K +3,880 New
IWA
888
Intercontinental Wealth Advisors
Texas
$206K -$2.23K -45 -1%
BHWM
889
Bar Harbor Wealth Management
New Hampshire
$205K -$19.9K -402 -9%
CGL
890
Clarius Group LLC
Washington
$202K -$25K -504 -12%
WIA
891
Westbourne Investment Advisors
Maryland
$202K -$16K -323 -8%
WP
892
WMS Partners
Maryland
$202K +$188K +3,788 New
CWM
893
Chesapeake Wealth Management
Virginia
$200K +$186K +3,750 New
PCG
894
Private Capital Group
Connecticut
$197K +$93.6K +1,889 +105%
QCG
895
Quadrant Capital Group
Ohio
$193K -$50.3K -1,014 -21%
RIA
896
Realta Investment Advisors
Delaware
$187K +$5.25K +106 +3%
AF
897
Arrow Financial
New York
$186K -$6.69K -135 -4%
HAG
898
HighPoint Advisor Group
Illinois
$185K -$3.17K -64 -2%
OC
899
Oakworth Capital
Alabama
$183K – – –
CLOS
900
Compagnie Lombard Odier SCmA
Switzerland
$180K – – –
34 35
36
37 38