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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
926
CSM Advisors
Pennsylvania
$612K – – –
NRA
927
NSI Retail Advisors
Pennsylvania
$612K – – –
BHBT
928
Burke & Herbert Bank & Trust
Virginia
$611K -$81.8K -1,324 -11%
LOPW
929
Live Oak Private Wealth
North Carolina
$611K -$11.7K -190 -2%
OA
930
Oak Associates
Ohio
$610K -$270K -4,364 -29%
GRQ
931
Gardner Russo & Quinn
Pennsylvania
$608K +$2.78K +45 +0.4%
MMPW
932
Mitchell McLeod Pugh & Williams
Alabama
$605K -$3.03K -49 -0.5%
BB
933
Busey Bank
Illinois
$604K -$6.86K -111 -1%
BWA
934
BDO Wealth Advisors
Florida
$604K +$40.2K +651 +7%
SIM
935
Sentry Investment Management
Wisconsin
$604K +$657K +10,644 New
RIA
936
Realta Investment Advisors
Delaware
$602K -$27.6K -447 -4%
WA
937
WealthTrust Axiom
Pennsylvania
$601K – – –
AA
938
Advisory Alpha
Michigan
$601K +$33K +535 +5%
SAM
939
Summit Asset Management
Tennessee
$600K +$23.1K +374 +4%
BWM
940
BT Wealth Management
Georgia
$598K -$247K -4,000 -28%
EFS
941
Essex Financial Services
Connecticut
$592K +$63.8K +1,033 +11%
CCT
942
Capital City Trust
Florida
$591K -$662K -10,723 -51%
BAS
943
Brown Advisory Securities
Maryland
$591K -$185K -3,000 -22%
CNC
944
Canandaigua National Corp
New York
$591K -$15.9K -258 -2%
SG
945
StoneX Group
New York
$589K +$23.8K +385 +4%
QT
946
Quantbot Technologies
New York
$585K +$638K +10,322 New
ESB
947
Essex Savings Bank
Connecticut
$583K +$2.47K +40 +0.4%
AWG
948
Altus Wealth Group
Colorado
$577K +$2.29K +37 +0.4%
VWA
949
V Wealth Advisors
Kansas
$575K – – –
HSA
950
HBK Sorce Advisory
Pennsylvania
$571K -$140K -2,261 -18%
36 37
38
39 40