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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMT
876
AAFMAA Wealth Management & Trust
North Carolina
$635K – – –
EWM
877
Evermay Wealth Management
Virginia
$633K -$14K -250 -2%
CA
878
CSM Advisors
Pennsylvania
$633K – – –
NRA
879
NSI Retail Advisors
Pennsylvania
$633K – – –
DA
880
Denali Advisors
California
$628K +$598K +10,700 New
GRQ
881
Gardner Russo & Quinn
Pennsylvania
$624K +$2.57K +46 +0.4%
AA
882
Advisory Alpha
Michigan
$621K +$592K +10,596 New
CI
883
Conning Inc
Connecticut
$620K -$152K -2,728 -21%
MC
884
Maverick Capital
Texas
$617K +$43.3K +775 +8%
VCM
885
Virtue Capital Management
Tennessee
$615K -$1.51K -27 -0.3%
WA
886
WealthTrust Axiom
Pennsylvania
$615K +$3.91K +70 +0.7%
CCA
887
Checchi Capital Advisers
California
$613K +$224 +4 +0%
FPWM
888
FSB Premier Wealth Management
Iowa
$611K -$50K -895 -8%
MMPW
889
Mitchell McLeod Pugh & Williams
Alabama
$611K +$28.5K +510 +5%
AWE
890
Avidian Wealth Enterprises
Texas
$609K +$58.2K +1,041 +11%
AWG
891
Altus Wealth Group
Colorado
$609K +$65.8K +1,178 +13%
CAM
892
Covenant Asset Management
New Jersey
$608K -$6.04K -108 -1%
CIC
893
Crawford Investment Counsel
Georgia
$608K +$15.9K +284 +3%
NP
894
NorthRock Partners
Minnesota
$608K +$82.3K +1,473 +17%
JSC
895
Jackson Square Capital
California
$607K +$32.5K +581 +6%
LIP
896
Liontrust Investment Partners
United Kingdom
$601K +$573K +10,249 New
SPC
897
Sigma Planning Corp
Michigan
$601K +$195K +3,486 +52%
AIM
898
Aigen Investment Management
New York
$600K +$572K +10,238 New
FBT
899
First Bank & Trust
South Dakota
$596K +$132K +2,361 +30%
VWA
900
V Wealth Advisors
Kansas
$595K -$15.3K -273 -3%
34 35
36
37 38