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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
901
Klingman & Associates
New York
$302K -$9.32K -303 -3%
BCM
902
Boltwood Capital Management
California
$300K +$86.7K +2,820 +37%
CNBT
903
Canandaigua National Bank & Trust
New York
$299K +$31.1K +1,010 +11%
DWT
904
Dorsey & Whitney Trust
South Dakota
$299K +$53.5K +1,741 +20%
KMWM
905
Keudell/Morrison Wealth Management
Oregon
$299K +$108K +3,501 +50%
GSC
906
Grey Street Capital
Illinois
$297K – – –
EI
907
Ellevest Inc
New York
$297K +$319K +10,370 New
CA
908
Continuum Advisory
Idaho
$297K +$92 +3 +0%
SP
909
Successful Portfolios
Florida
$295K +$15.9K +518 +5%
CCA
910
Cobblestone Capital Advisors
New York
$295K -$35.9K -1,169 -10%
TFA
911
Triad Financial Advisors
North Carolina
$292K -$3.38K -110 -1%
LSAG
912
Lake Street Advisors Group
New Hampshire
$291K -$48.6K -1,579 -13%
NGA
913
Naples Global Advisors
Florida
$291K +$89.8K +2,920 +40%
FWM
914
ForthRight Wealth Management
Georgia
$290K +$1.88K +61 +0.6%
APG
915
Abacus Planning Group
South Carolina
$290K +$1.63K +53 +0.5%
MCWS
916
McKinley Carter Wealth Services
West Virginia
$288K +$215 +7 +0.1%
CWA
917
Centennial Wealth Advisory
Michigan
$287K -$123 -4 -0%
CCT
918
Capital City Trust
Florida
$286K -$8.92K -290 -3%
SSW
919
Stone Summit Wealth
Florida
$286K -$33.8K -1,100 -10%
AAI
920
American Assets Inc
California
$286K – – –
RBFC
921
Roman Butler Fullerton & Co
Missouri
$286K -$26.9K -876 -8%
EH
922
Equitable Holdings
New York
$284K -$295K -9,600 -49%
GIA
923
Guyasuta Investment Advisors
Pennsylvania
$284K – – –
STA
924
Summit Trail Advisors
New York
$284K +$12.9K +419 +4%
CCG
925
Cypress Capital Group
Florida
$282K -$24.4K -792 -7%
35 36
37
38 39