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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
901
Triad Financial Advisors
North Carolina
$641K +$669K +10,950 New
PTC
902
Philadelphia Trust Company
Pennsylvania
$635K -$17.1K -280 -3%
AWMT
903
AAFMAA Wealth Management & Trust
North Carolina
$634K – – –
AWE
904
Avidian Wealth Enterprises
Texas
$634K +$27.1K +444 +4%
CA
905
CSM Advisors
Pennsylvania
$632K – – –
NRA
906
NSI Retail Advisors
Pennsylvania
$632K – – –
BB
907
Busey Bank
Illinois
$630K -$45.4K -743 -6%
MSFS
908
Main Street Financial Solutions
Pennsylvania
$630K -$10.5K -172 -2%
LSPW
909
Lake Street Private Wealth
Illinois
$629K +$172K +2,810 +35%
MMPW
910
Mitchell McLeod Pugh & Williams
Alabama
$628K +$18.9K +310 +3%
GRQ
911
Gardner Russo & Quinn
Pennsylvania
$626K +$2.69K +44 +0.4%
CNC
912
Canandaigua National Corp
New York
$625K -$89.8K -1,470 -12%
EWM
913
Evermay Wealth Management
Virginia
$624K -$8.55K -140 -1%
MPM
914
MBB Public Markets
Illinois
$622K +$649K +10,631 New
WA
915
WealthTrust Axiom
Pennsylvania
$621K +$7.33K +120 +1%
EWA
916
EP Wealth Advisors
California
$619K -$61K -998 -9%
DA
917
Denali Advisors
California
$615K -$12.2K -200 -2%
SCM
918
Southport Capital Management
Tennessee
$612K +$172K +2,808 +37%
CAM
919
Covenant Asset Management
New Jersey
$607K – – –
ESB
920
Essex Savings Bank
Connecticut
$599K -$855 -14 -0.1%
SAM
921
Summit Asset Management
Tennessee
$598K -$56.9K -932 -8%
SPC
922
Sigma Planning Corp
Michigan
$596K -$3.97K -65 -0.6%
AWG
923
Altus Wealth Group
Colorado
$594K -$14.1K -231 -2%
VWA
924
V Wealth Advisors
Kansas
$594K +$61 +1 +0%
MGWM
925
Marks Group Wealth Management
Minnesota
$594K +$114K +1,861 +22%
35 36
37
38 39