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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
926
Fiduciary Group
Georgia
$545K -$170K -3,886 -23%
3IP
927
3Chopt Investment Partners
Virginia
$545K +$555K +12,660 New
HIGP
928
Hill Investment Group Partners
Missouri
$543K +$554K +12,620 New
IC
929
IEQ Capital
California
$542K -$862K -19,657 -61%
CFG
930
Citizens Financial Group
Rhode Island
$541K -$50.5K -1,152 -8%
SC
931
Savant Capital
Illinois
$540K +$4.12K +94 +0.8%
OWA
932
Outlook Wealth Advisors
Texas
$539K +$5.7K +130 +1%
QT
933
Quantamental Technologies
New York
$538K +$549K +12,505 New
SB
934
Strategic Blueprint
Georgia
$536K +$117K +2,671 +27%
TIM
935
Thompson Investment Management
Wisconsin
$535K +$65.8K +1,500 +14%
SP
936
Successful Portfolios
Florida
$533K – – –
BP
937
Ballentine Partners
Massachusetts
$529K -$126K -2,879 -19%
EFS
938
Essex Financial Services
Connecticut
$526K +$790 +18 +0.1%
EWM
939
EPG Wealth Management
Georgia
$526K +$9.34K +213 +2%
GWA
940
GGM Wealth Advisors
Maryland
$522K +$833 +19 +0.2%
LSAG
941
Lake Street Advisors Group
New Hampshire
$522K -$104K -2,362 -16%
OAJ
942
Ogorek Anthony Joseph
New York
$520K +$5.97K +136 +1%
BFW
943
Brady Family Wealth
Missouri
$517K +$527K +12,016 New
RCAG
944
Rehmann Capital Advisory Group
Michigan
$514K -$19K -434 -4%
FFP
945
Forbes Financial Planning
Rhode Island
$514K – – –
RFA
946
Resurgent Financial Advisors
Georgia
$513K +$188K +4,288 +56%
CCG
947
Cypress Capital Group
Florida
$512K +$15.2K +346 +3%
KIA
948
KCM Investment Advisors
California
$511K +$217K +4,957 +72%
GL
949
Graypoint LLC
New York
$511K +$75.9K +1,731 +17%
PFA
950
Pathway Financial Advisors
Vermont
$511K – – –
36 37
38
39 40