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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
901
NBT Bank
New York
$559K +$86K +1,743 +17%
CI
902
Conning Inc
Connecticut
$554K -$4.78K -97 -0.8%
SWM
903
Sculati Wealth Management
Michigan
$553K – – –
RCM
904
Radnor Capital Management
Pennsylvania
$552K +$21K +425 +4%
EMG
905
ETF Managers Group
New Jersey
$551K -$243K -4,930 -30%
GIA
906
Gladstone Institutional Advisory
Florida
$548K -$169K -3,423 -23%
HFG
907
Heron Financial Group
New York
$545K – – –
ADL
908
Asset Dedication LLC
California
$542K -$543 -11 -0.1%
RIA
909
Realta Investment Advisors
Delaware
$541K +$30.3K +615 +6%
BBNA
910
Bremer Bank National Association
Minnesota
$537K -$89.8K -1,821 -14%
SG
911
StoneX Group
New York
$533K +$42.2K +856 +8%
SJL
912
Shayne & Jacobs LLC
Tennessee
$530K – – –
AP
913
Arlington Partners
Alabama
$530K +$448K +9,090 +435%
MCWS
914
McKinley Carter Wealth Services
West Virginia
$524K +$342K +6,941 +169%
CWC
915
Carolinas Wealth Consulting
North Carolina
$522K +$3.65K +74 +0.7%
TIM
916
Thompson Investment Management
Wisconsin
$518K – – –
MCM
917
MAI Capital Management
Ohio
$517K -$156K -3,162 -22%
BB
918
Busey Bank
Illinois
$514K +$9.52K +193 +2%
GBT
919
Grove Bank & Trust
Florida
$514K +$137K +2,783 +35%
QI
920
Qtron Investments
Massachusetts
$513K +$534K +10,819 New
CAM
921
Covenant Asset Management
New Jersey
$512K – – –
CA
922
CSM Advisors
Pennsylvania
$512K – – –
NRA
923
NSI Retail Advisors
Pennsylvania
$512K – – –
GRQ
924
Gardner Russo & Quinn
Pennsylvania
$512K +$2.76K +56 +0.5%
OA
925
Oak Associates
Ohio
$510K – – –
35 36
37
38 39