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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
901
Coldstream Capital Management
Washington
$593K +$605K +13,782 New
CCA
902
Checchi Capital Advisers
California
$593K -$94.4K -2,151 -14%
EHAM
903
Eagle Harbor Asset Management
Washington
$588K +$207K +4,729 +53%
EHWM
904
Eads & Heald Wealth Management
Georgia
$587K +$46.6K +1,062 +8%
ECM
905
Evergreen Capital Management
Washington
$585K +$265K +6,041 +80%
MCWS
906
McKinley Carter Wealth Services
West Virginia
$584K +$184K +4,205 +45%
HBW
907
Hazlett, Burt & Watson
West Virginia
$584K -$29K -662 -5%
AIM
908
Aigen Investment Management
New York
$584K +$595K +13,570 New
CT
909
Caldwell Trust
Florida
$579K -$75.1K -1,711 -11%
CRI
910
Colonial River Investments
Virginia
$571K -$7.11K -162 -1%
IWC
911
Integrated Wealth Concepts
Massachusetts
$571K +$24.5K +558 +4%
LA
912
Lindenwold Advisors
Pennsylvania
$569K – – –
SACTSONJ
913
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$565K – – –
MME
914
Meag Munich Ergo
Germany
$562K – – –
MIFH
915
Migdal Insurance & Financial Holdings
Israel
$560K +$492K +11,217 +641%
OCG
916
Opus Capital Group
Ohio
$559K -$21.3K -485 -4%
AIM
917
Allen Investment Management
New York
$557K – – –
CIC
918
Chilton Investment Company
Connecticut
$557K – – –
HC
919
HNP Capital
New York
$557K -$21.2K -484 -4%
EWA
920
Exencial Wealth Advisors
Oklahoma
$556K +$23K +525 +4%
EMG
921
ETF Managers Group
New Jersey
$552K +$24.9K +568 +5%
FG
922
Fiduciary Group
Georgia
$545K -$170K -3,886 -23%
3IP
923
3Chopt Investment Partners
Virginia
$545K +$555K +12,660 New
HIGP
924
Hill Investment Group Partners
Missouri
$543K +$554K +12,620 New
IC
925
IEQ Capital
California
$542K -$862K -19,657 -61%
35 36
37
38 39