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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
926
CIM Investment Management
Pennsylvania
$511K -$20.3K -371 -4%
ARMC
927
American Research & Management Company
Massachusetts
$511K -$19.8K -361 -4%
IFWM
928
Institute for Wealth Management
Colorado
$511K -$6.08K -111 -1%
AL
929
Aspiriant LLC
California
$511K +$5.87K +107 +1%
SW
930
SVB Wealth
Massachusetts
$508K +$83.4K +1,522 +21%
JAM
931
Jupiter Asset Management
United Kingdom
$505K -$115K -2,107 -20%
LCWP
932
Legacy Capital Wealth Partners
Arkansas
$504K +$30.9K +563 +7%
SFG
933
SevenBridge Financial Group
Pennsylvania
$503K -$668K -12,194 -59%
APA
934
Allegiant Private Advisors
Florida
$497K +$2.19K +40 +0.5%
CG
935
Caprock Group
Idaho
$495K +$6.58K +120 +1%
KC
936
Kingfisher Capital
North Carolina
$492K -$40.7K -743 -8%
NP
937
NorthRock Partners
Minnesota
$490K +$89.7K +1,636 +24%
BB
938
Busey Bank
Illinois
$489K -$11.3K -206 -2%
BCM
939
Birmingham Capital Management
Alabama
$487K -$54.8K -1,000 -11%
WA
940
WBH Advisory
Maryland
$485K -$6.63K -121 -1%
PCP
941
Proficio Capital Partners
Massachusetts
$482K +$453K +8,259 New
MBT
942
Montecito Bank & Trust
California
$480K +$67.9K +1,239 +18%
CFMC
943
Curbstone Financial Management Corp
New Hampshire
$479K -$22.6K -412 -5%
T
944
TRUADVICE
Florida
$477K +$99.2K +1,810 +29%
VFA
945
Valeo Financial Advisors
Indiana
$476K +$9.1K +166 +2%
ADL
946
Asset Dedication LLC
California
$473K -$161K -2,938 -27%
HWAM
947
Hennion & Walsh Asset Management
New Jersey
$473K +$445K +8,114 New
AW
948
ACG Wealth
Georgia
$469K +$22.4K +408 +5%
BL
949
Balentine LLC
Georgia
$467K +$18.3K +334 +4%
CCA
950
Cobblestone Capital Advisors
New York
$467K +$163K +2,965 +59%
36 37
38
39 40