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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
901
Segment Wealth Management
Texas
$523K +$503K +9,296 New
SFG
902
SevenBridge Financial Group
Pennsylvania
$522K +$238K +4,403 +91%
SCA
903
Stonebridge Capital Advisors
Minnesota
$519K -$9.68M -178,828 -95%
DWT
904
Dorsey & Whitney Trust
South Dakota
$519K +$179K +3,298 +56%
CWC
905
Carolinas Wealth Consulting
North Carolina
$516K +$502K +9,269 New
OPS
906
Orion Portfolio Solutions
Nebraska
$515K +$495K +9,147 New
MHC
907
Meyer Handelman Company
New York
$513K – – –
LHC
908
Little House Capital
Massachusetts
$513K +$32.8K +605 +7%
CAMG
909
CWA Asset Management Group
Florida
$512K +$18.9K +349 +4%
CIM
910
CIM Investment Management
Pennsylvania
$508K – – –
BCM
911
Brasada Capital Management
Texas
$507K +$487K +9,000 New
MA
912
MUFG Americas
New York
$504K -$48.9K -904 -9%
QCM
913
Quest Capital Management
Texas
$502K +$482K +8,907 New
ANTB
914
AMG National Trust Bank
Colorado
$499K +$217K +4,009 +83%
IA
915
IFP Advisors
Florida
$486K -$138K -2,540 -23%
VFA
916
Valeo Financial Advisors
Indiana
$485K +$158K +2,910 +51%
TPWA
917
TRUE Private Wealth Advisors
Oregon
$484K +$465K +8,595 New
DAM
918
Doheny Asset Management
California
$483K +$199K +3,675 +75%
1SB
919
1ST Source Bank
Indiana
$480K +$93.6K +1,729 +25%
MA
920
Minerva Advisors
Pennsylvania
$478K – – –
LOAME
921
Lombard Odier Asset Management (Europe)
United Kingdom
$476K – – –
EIA
922
Edgemoor Investment Advisors
Maryland
$474K +$84.4K +1,559 +23%
GFPC
923
Global Financial Private Capital
Florida
$474K +$185K +3,412 +68%
WA
924
WBH Advisory
Maryland
$474K +$456K +8,421 New
VFP
925
Verus Financial Partners
Virginia
$473K +$164K +3,038 +57%
35 36
37
38 39