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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FFP
901
Forbes Financial Planning
Rhode Island
$514K – – –
BC
902
Bartlett & Co
Ohio
$513K -$22.7K -471 -4%
SSW
903
Stone Summit Wealth
Florida
$513K -$4.81K -100 -0.8%
BCWM
904
Bartlett & Co Wealth Management
Ohio
$513K -$22.7K -471 -4%
CPSAC
905
Chas P. Smith & Associates (CPS)
Florida
$510K -$35.4K -736 -6%
PCM
906
Penserra Capital Management
California
$510K -$32.8K -681 -5%
FWM
907
ForthRight Wealth Management
Georgia
$509K -$51.6K -1,073 -8%
FTC
908
Farmers Trust Company
Ohio
$509K -$7.84K -163 -1%
SWM
909
Sculati Wealth Management
Michigan
$508K – – –
RCM
910
Radnor Capital Management
Pennsylvania
$506K – – –
CCG
911
Cypress Capital Group
Florida
$504K -$12.6K -262 -2%
ADL
912
Asset Dedication LLC
California
$501K -$1.4K -29 -0.3%
HFG
913
Heron Financial Group
New York
$500K – – –
DY
914
Dowling & Yahnke
California
$499K -$25.8K -537 -4%
GWA
915
GGM Wealth Advisors
Maryland
$498K +$80.1K +1,664 +17%
IF
916
Intrua Financial
Texas
$497K -$29.5K -614 -5%
EGA
917
Eagle Global Advisors
Texas
$496K -$11.6M -240,812 -95%
MAM
918
Montchanin Asset Management
Delaware
$495K +$97.2K +2,020 +22%
CCP
919
Cassia Capital Partners
North Carolina
$493K +$97.3K +2,022 +22%
RIA
920
Realta Investment Advisors
Delaware
$492K +$3.56K +74 +0.7%
SJL
921
Shayne & Jacobs LLC
Tennessee
$487K – – –
KP
922
Keel Point
Alabama
$485K +$7.17K +149 +1%
VA
923
Valmark Advisers
Ohio
$484K +$179K +3,727 +50%
CIC
924
Crawford Investment Counsel
Georgia
$477K -$72.7K -1,512 -12%
TIM
925
Thompson Investment Management
Wisconsin
$476K – – –
35 36
37
38 39