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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
876
CSM Advisors
Pennsylvania
$633K – – –
NRA
877
NSI Retail Advisors
Pennsylvania
$633K – – –
DA
878
Denali Advisors
California
$628K +$598K +10,700 New
GRQ
879
Gardner Russo & Quinn
Pennsylvania
$624K +$2.57K +46 +0.4%
AA
880
Advisory Alpha
Michigan
$621K +$592K +10,596 New
CI
881
Conning Inc
Connecticut
$620K -$152K -2,728 -21%
MC
882
Maverick Capital
Texas
$617K +$43.3K +775 +8%
VCM
883
Virtue Capital Management
Tennessee
$615K -$1.51K -27 -0.3%
WA
884
WealthTrust Axiom
Pennsylvania
$615K +$3.91K +70 +0.7%
CCA
885
Checchi Capital Advisers
California
$613K +$224 +4 +0%
FPWM
886
FSB Premier Wealth Management
Iowa
$611K -$50K -895 -8%
MMPW
887
Mitchell McLeod Pugh & Williams
Alabama
$611K +$28.5K +510 +5%
AWE
888
Avidian Wealth Enterprises
Texas
$609K +$58.2K +1,041 +11%
AWG
889
Altus Wealth Group
Colorado
$609K +$65.8K +1,178 +13%
CAM
890
Covenant Asset Management
New Jersey
$608K -$6.04K -108 -1%
CIC
891
Crawford Investment Counsel
Georgia
$608K +$15.9K +284 +3%
NP
892
NorthRock Partners
Minnesota
$608K +$82.3K +1,473 +17%
JSC
893
Jackson Square Capital
California
$607K +$32.5K +581 +6%
LIP
894
Liontrust Investment Partners
United Kingdom
$601K +$573K +10,249 New
SPC
895
Sigma Planning Corp
Michigan
$601K +$195K +3,486 +52%
AIM
896
Aigen Investment Management
New York
$600K +$572K +10,238 New
FBT
897
First Bank & Trust
South Dakota
$596K +$132K +2,361 +30%
VWA
898
V Wealth Advisors
Kansas
$595K -$15.3K -273 -3%
BTWM
899
Baker Tilly Wealth Management
Wisconsin
$591K +$563K +10,071 New
SWM
900
Sugarloaf Wealth Management
Georgia
$590K -$4.97K -89 -0.9%
34 35
36
37 38