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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
926
Rehmann Capital Advisory Group
Michigan
$420K +$16.2K +371 +3%
HC
927
HNP Capital
New York
$420K -$27.4K -628 -5%
BTWM
928
Baker Tilly Wealth Management
Wisconsin
$420K +$121K +2,765 +29%
SP
929
Successful Portfolios
Florida
$419K -$4.37K -100 -0.8%
TL
930
Tradewinds LLC
North Carolina
$418K +$535K +12,262 New
AG
931
AIA Group
Hong Kong
$418K -$108K -2,471 -17%
FAIM
932
Financial Advocates Investment Management
Washington
$418K +$139K +3,175 +35%
WA
933
WBH Advisory
Maryland
$418K +$535K +12,245 New
EWA
934
Exencial Wealth Advisors
Oklahoma
$417K -$30K -688 -5%
NHT
935
New Hampshire Trust
New Hampshire
$417K +$34.8K +798 +7%
OAJ
936
Ogorek Anthony Joseph
New York
$417K +$6.02K +138 +1%
NB
937
NBT Bank
New York
$416K +$51.3K +1,175 +11%
TWM
938
Thrive Wealth Management
Pennsylvania
$415K +$250K +5,719 +89%
CFO
939
Callan Family Office
Pennsylvania
$412K +$527K +12,078 New
CCA
940
Cobblestone Capital Advisors
New York
$410K +$52.4K +1,201 +11%
CCA
941
Checchi Capital Advisers
California
$410K -$77K -1,764 -13%
HSA
942
HBK Sorce Advisory
Pennsylvania
$409K -$300K -6,867 -36%
FFM
943
Forum Financial Management
Illinois
$407K -$112K -2,571 -18%
CPSAC
944
Chas P. Smith & Associates (CPS)
Florida
$407K +$8.99K +206 +2%
KIA
945
KCM Investment Advisors
California
$406K +$1.22K +28 +0.2%
PFA
946
Pathway Financial Advisors
Vermont
$405K – – –
CGL
947
Clarius Group LLC
Washington
$403K -$124K -2,851 -19%
FFP
948
Forbes Financial Planning
Rhode Island
$402K – – –
SB
949
Simmons Bank
Arkansas
$400K -$572K -13,113 -53%
RCM
950
Radnor Capital Management
Pennsylvania
$399K -$4.1K -94 -0.8%
36 37
38
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