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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
876
Sigma Planning Corp
Michigan
$334K +$39.1K +1,271 +12%
SWM
877
Sculati Wealth Management
Michigan
$334K – – –
FPAS
878
Focus Partners Advisor Solutions
Missouri
$333K +$7.47K +243 +2%
GLA
879
Good Life Advisors
Pennsylvania
$333K +$64.4K +2,094 +22%
WI
880
WrapManager Inc
California
$326K -$49.4K -1,607 -12%
SW
881
SteelPeak Wealth
California
$325K +$350K +11,373 New
VP
882
Verum Partners
North Carolina
$325K -$10.7K -348 -3%
MFG
883
Merit Financial Group
Georgia
$324K +$7.9K +257 +2%
BTW
884
Boston Trust Walden
Massachusetts
$324K -$184K -5,997 -35%
LCGC
885
Legacy Capital Group California
California
$321K +$3.14K +102 +0.9%
GRQ
886
Gardner Russo & Quinn
Pennsylvania
$320K +$3.23K +105 +0.9%
CCWM
887
Cassaday & Co Wealth Management
Virginia
$319K +$18.9K +616 +6%
THWM
888
Taylor Hoffman Wealth Management
Virginia
$317K – – –
SAA
889
Southeast Asset Advisors
Georgia
$314K -$7.63K -248 -2%
BC
890
Bartlett & Co
Ohio
$314K – – –
BCWM
891
Bartlett & Co Wealth Management
Ohio
$314K – – –
WA
892
WealthTrust Axiom
Pennsylvania
$313K – – –
RL
893
Rogco LP
Oklahoma
$311K +$335K +10,882 New
GSEP
894
Golden State Equity Partners
California
$308K +$59.2K +1,926 +22%
FFM
895
Forum Financial Management
Illinois
$307K – – –
KP
896
Keel Point
Alabama
$306K -$8.49K -276 -3%
SB
897
Simmons Bank
Arkansas
$306K -$121K -3,941 -27%
GC
898
Gratus Capital
Georgia
$305K +$30.8K +1,002 +10%
AWG
899
Altus Wealth Group
Colorado
$303K -$6.83K -222 -2%
ES
900
Eagle Strategies
New York
$303K +$325K +10,575 New
34 35
36
37 38