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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
926
Citizens Financial Group
Rhode Island
$541K -$50.5K -1,152 -8%
SC
927
Savant Capital
Illinois
$540K +$4.12K +94 +0.8%
OWA
928
Outlook Wealth Advisors
Texas
$539K +$5.7K +130 +1%
QT
929
Quantamental Technologies
New York
$538K +$549K +12,505 New
SB
930
Strategic Blueprint
Georgia
$536K +$117K +2,671 +27%
TIM
931
Thompson Investment Management
Wisconsin
$535K +$65.8K +1,500 +14%
SP
932
Successful Portfolios
Florida
$533K – – –
BP
933
Ballentine Partners
Massachusetts
$529K -$126K -2,879 -19%
EFS
934
Essex Financial Services
Connecticut
$526K +$790 +18 +0.1%
EWM
935
EPG Wealth Management
Georgia
$526K +$9.34K +213 +2%
GWA
936
GGM Wealth Advisors
Maryland
$522K +$833 +19 +0.2%
LSAG
937
Lake Street Advisors Group
New Hampshire
$522K -$104K -2,362 -16%
OAJ
938
Ogorek Anthony Joseph
New York
$520K +$5.97K +136 +1%
BFW
939
Brady Family Wealth
Missouri
$517K +$527K +12,016 New
RCAG
940
Rehmann Capital Advisory Group
Michigan
$514K -$19K -434 -4%
FFP
941
Forbes Financial Planning
Rhode Island
$514K – – –
RFA
942
Resurgent Financial Advisors
Georgia
$513K +$188K +4,288 +56%
CCG
943
Cypress Capital Group
Florida
$512K +$15.2K +346 +3%
KIA
944
KCM Investment Advisors
California
$511K +$217K +4,957 +72%
GL
945
Graypoint LLC
New York
$511K +$75.9K +1,731 +17%
PFA
946
Pathway Financial Advisors
Vermont
$511K – – –
RCM
947
Radnor Capital Management
Pennsylvania
$510K +$7.68K +175 +2%
SSW
948
Stone Summit Wealth
Florida
$507K – – –
BAM
949
Belpointe Asset Management
Nevada
$507K -$50.3K -1,146 -9%
CPSAC
950
Chas P. Smith & Associates (CPS)
Florida
$505K +$263 +6 +0.1%
36 37
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