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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
901
Blue Chip Partners
Michigan
$527K -$668K -13,886 -53%
LWP
902
Lumature Wealth Partners
Georgia
$524K -$2.45K -51 -0.4%
EWM
903
EPG Wealth Management
Georgia
$523K +$194K +4,041 +51%
RW
904
Rede Wealth
Virginia
$522K +$241 +5 +0%
OAJ
905
Ogorek Anthony Joseph
New York
$520K +$6.21K +129 +1%
NB
906
NBT Bank
New York
$518K +$5K +104 +0.9%
PFA
907
Pathway Financial Advisors
Vermont
$517K – – –
FFP
908
Forbes Financial Planning
Rhode Island
$514K – – –
BC
909
Bartlett & Co
Ohio
$513K -$22.7K -471 -4%
SSW
910
Stone Summit Wealth
Florida
$513K -$4.81K -100 -0.8%
BCWM
911
Bartlett & Co Wealth Management
Ohio
$513K -$22.7K -471 -4%
CPSAC
912
Chas P. Smith & Associates (CPS)
Florida
$510K -$35.4K -736 -6%
PCM
913
Penserra Capital Management
California
$510K -$32.8K -681 -5%
FWM
914
ForthRight Wealth Management
Georgia
$509K -$51.6K -1,073 -8%
FTC
915
Farmers Trust Company
Ohio
$509K -$7.84K -163 -1%
SWM
916
Sculati Wealth Management
Michigan
$508K – – –
RCM
917
Radnor Capital Management
Pennsylvania
$506K – – –
CCG
918
Cypress Capital Group
Florida
$504K -$12.6K -262 -2%
ADL
919
Asset Dedication LLC
California
$501K -$1.4K -29 -0.3%
HFG
920
Heron Financial Group
New York
$500K – – –
DY
921
Dowling & Yahnke
California
$499K -$25.8K -537 -4%
GWA
922
GGM Wealth Advisors
Maryland
$498K +$80.1K +1,664 +17%
IF
923
Intrua Financial
Texas
$497K -$29.5K -614 -5%
EGA
924
Eagle Global Advisors
Texas
$496K -$11.6M -240,812 -95%
MAM
925
Montchanin Asset Management
Delaware
$495K +$97.2K +2,020 +22%
35 36
37
38 39