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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
901
Maverick Capital
Texas
$541K +$572K +9,744 New
LSAG
902
Lake Street Advisors Group
New Hampshire
$538K – – –
NB
903
NBT Bank
New York
$537K +$176 +3 +0%
MPIA
904
Mountain Pacific Investment Advisers
Idaho
$534K – – –
GIA
905
Gateway Investment Advisers
Ohio
$531K -$34.8K -593 -6%
DE
906
Day & Ennis
Georgia
$528K – – –
1WA
907
180 Wealth Advisors
Washington
$526K +$23.6K +401 +5%
BWA
908
BDO Wealth Advisors
Florida
$526K +$39.7K +676 +8%
FA
909
Fiducient Advisors
Illinois
$522K -$9.4K -160 -2%
SBL
910
Sargent Bickham Lagudis
Colorado
$522K +$155K +2,635 +39%
ANRIA
911
American National Registered Investment Advisor
Texas
$521K -$4K -68 -0.7%
CAM
912
Cozad Asset Management
Illinois
$519K -$29.4K -500 -5%
AWE
913
Avidian Wealth Enterprises
Texas
$519K +$33.1K +563 +6%
PCA
914
Personal Capital Advisors
California
$518K -$1.53K -26 -0.3%
IC
915
IEQ Capital
California
$518K +$113K +1,926 +26%
AWG
916
Altus Wealth Group
Colorado
$511K +$1.59K +27 +0.3%
AFM
917
Andesa Financial Management
Pennsylvania
$509K +$22.3K +380 +4%
CG
918
Caprock Group
Idaho
$509K +$40.2K +685 +8%
QCM
919
Quest Capital Management
Texas
$507K -$22.4K -382 -4%
LOPW
920
Live Oak Private Wealth
North Carolina
$499K – – –
SFG
921
SevenBridge Financial Group
Pennsylvania
$498K +$20.4K +347 +4%
SS
922
Simplicity Solutions
Minnesota
$498K +$157K +2,667 +42%
GCP
923
GSA Capital Partners
United Kingdom
$498K +$527K +8,975 New
CC
924
Claybrook Capital
Massachusetts
$498K +$527K +8,979 New
FA
925
Faithward Advisors
Pennsylvania
$496K -$21.9K -372 -4%
35 36
37
38 39