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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
901
Checchi Capital Advisers
California
$667K +$47.3K +765 +7%
FAM
902
Formidable Asset Management
Ohio
$666K +$6.67K +108 +0.9%
SWM
903
Sculati Wealth Management
Michigan
$661K – – –
SSW
904
Stone Summit Wealth
Florida
$659K +$736K +11,923 New
ADL
905
Asset Dedication LLC
California
$653K -$18.5K -300 -3%
FH
906
FWG Holdings
Florida
$653K +$309K +5,008 +77%
KP
907
Keel Point
Alabama
$653K +$712K +11,521 New
CWP
908
Curated Wealth Partners
California
$651K – – –
HFG
909
Heron Financial Group
New York
$651K – – –
LSPW
910
Lake Street Private Wealth
Illinois
$643K +$36.9K +598 +6%
FMAEN1
911
Fund Management at Engine No 1
California
$640K +$698K +11,296 New
RCM
912
Radnor Capital Management
Pennsylvania
$635K -$44K -712 -6%
SJL
913
Shayne & Jacobs LLC
Tennessee
$634K – – –
HI
914
Horizon Investments
North Carolina
$632K +$107K +1,731 +18%
DA
915
Denali Advisors
California
$629K +$37.1K +600 +6%
OCG
916
Opus Capital Group
Ohio
$626K – – –
AWE
917
Avidian Wealth Enterprises
Texas
$624K +$11K +178 +2%
JSC
918
Jackson Square Capital
California
$623K -$69.7K -1,128 -9%
TIM
919
Thompson Investment Management
Wisconsin
$620K -$953K -15,432 -59%
CWC
920
Carolinas Wealth Consulting
North Carolina
$620K -$865 -14 -0.1%
TFA
921
Triad Financial Advisors
North Carolina
$618K -$3.03K -49 -0.4%
PTC
922
Philadelphia Trust Company
Pennsylvania
$616K +$1.54K +25 +0.2%
ANRIA
923
American National Registered Investment Advisor
Texas
$615K +$93.1K +1,508 +16%
CCWA
924
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$614K +$669K +10,831 New
CAM
925
Covenant Asset Management
New Jersey
$613K +$27.3K +442 +4%
35 36
37
38 39