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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
901
Valmark Advisers
Ohio
$351K -$2.11K -68 -0.6%
NSG
902
Nalls Sherbakoff Group
Tennessee
$349K – – –
SCI
903
S&CO Inc
Massachusetts
$349K -$73.6K -2,369 -17%
SW
904
SVB Wealth
Massachusetts
$349K -$45.1K -1,451 -11%
LWP
905
Lumature Wealth Partners
Georgia
$349K +$62 +2 +0%
CCA
906
Cobblestone Capital Advisors
New York
$348K -$16.9K -545 -5%
GCMG
907
Gyroscope Capital Management Group
Florida
$347K +$355K +11,436 New
CCT
908
Chemung Canal Trust
New York
$346K -$450K -14,479 -56%
FPAS
909
Focus Partners Advisor Solutions
Missouri
$346K +$354K +11,389 New
SAA
910
Southeast Asset Advisors
Georgia
$341K +$55.7K +1,793 +19%
LCGC
911
Legacy Capital Group California
California
$338K +$9.72K +313 +3%
SSW
912
Stone Summit Wealth
Florida
$337K -$9.32K -300 -3%
MFG
913
Merit Financial Group
Georgia
$336K +$97.3K +3,132 +39%
THWM
914
Taylor Hoffman Wealth Management
Virginia
$336K +$112K +3,609 +48%
GRQ
915
Gardner Russo & Quinn
Pennsylvania
$336K -$6.21K -200 -2%
RCM
916
Radnor Capital Management
Pennsylvania
$334K -$21.7K -700 -6%
KP
917
Keel Point
Alabama
$333K +$19.3K +622 +6%
BC
918
Bartlett & Co
Ohio
$333K +$10.9K +350 +3%
BCWM
919
Bartlett & Co Wealth Management
Ohio
$333K +$10.9K +350 +3%
WA
920
WealthTrust Axiom
Pennsylvania
$332K – – –
CC
921
Courier Capital
New York
$331K +$339K +10,921 New
HSA
922
HBK Sorce Advisory
Pennsylvania
$331K -$33.2K -1,068 -9%
KA
923
Klingman & Associates
New York
$329K +$337K +10,854 New
AWG
924
Altus Wealth Group
Colorado
$328K +$6.09K +196 +2%
FFM
925
Forum Financial Management
Illinois
$325K -$38.1K -1,226 -10%
35 36
37
38 39