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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
901
Sculati Wealth Management
Michigan
$354K – – –
DS
902
DRW Securities
Illinois
$352K +$360K +11,600 New
VA
903
Valmark Advisers
Ohio
$351K -$2.11K -68 -0.6%
NSG
904
Nalls Sherbakoff Group
Tennessee
$349K – – –
SCI
905
S&CO Inc
Massachusetts
$349K -$73.6K -2,369 -17%
SW
906
SVB Wealth
Massachusetts
$349K -$45.1K -1,451 -11%
LWP
907
Lumature Wealth Partners
Georgia
$349K +$62 +2 +0%
CCA
908
Cobblestone Capital Advisors
New York
$348K -$16.9K -545 -5%
GCMG
909
Gyroscope Capital Management Group
Florida
$347K +$355K +11,436 New
CCT
910
Chemung Canal Trust
New York
$346K -$450K -14,479 -56%
FPAS
911
Focus Partners Advisor Solutions
Missouri
$346K +$354K +11,389 New
SAA
912
Southeast Asset Advisors
Georgia
$341K +$55.7K +1,793 +19%
LCGC
913
Legacy Capital Group California
California
$338K +$9.72K +313 +3%
SSW
914
Stone Summit Wealth
Florida
$337K -$9.32K -300 -3%
MFG
915
Merit Financial Group
Georgia
$336K +$97.3K +3,132 +39%
THWM
916
Taylor Hoffman Wealth Management
Virginia
$336K +$112K +3,609 +48%
GRQ
917
Gardner Russo & Quinn
Pennsylvania
$336K -$6.21K -200 -2%
RCM
918
Radnor Capital Management
Pennsylvania
$334K -$21.7K -700 -6%
KP
919
Keel Point
Alabama
$333K +$19.3K +622 +6%
BC
920
Bartlett & Co
Ohio
$333K +$10.9K +350 +3%
BCWM
921
Bartlett & Co Wealth Management
Ohio
$333K +$10.9K +350 +3%
WA
922
WealthTrust Axiom
Pennsylvania
$332K – – –
CC
923
Courier Capital
New York
$331K +$339K +10,921 New
HSA
924
HBK Sorce Advisory
Pennsylvania
$331K -$33.2K -1,068 -9%
KA
925
Klingman & Associates
New York
$329K +$337K +10,854 New
35 36
37
38 39