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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PHWM
926
Pine Harbor Wealth Management
Maryland
$400K +$340K +10,842 New
GC
927
Gratus Capital
Georgia
$400K +$5.31K +169 +2%
XWM
928
Xcel Wealth Management
Florida
$399K -$53.4K -1,701 -14%
THWM
929
Taylor Hoffman Wealth Management
Virginia
$394K -$13K -415 -4%
SFP
930
Shepherd Financial Partners
Massachusetts
$394K -$413K -13,149 -55%
YCG
931
Yeomans Consulting Group
Georgia
$389K +$331K +10,548 New
FFN
932
Focus Financial Network
Minnesota
$385K +$327K +10,417 New
CNBT
933
Canandaigua National Bank & Trust
New York
$383K -$2.79K -89 -0.9%
SP
934
Successful Portfolios
Florida
$381K +$220 +7 +0.1%
VNA
935
Valley National Advisers
Pennsylvania
$381K -$1.25M -39,811 -79%
VP
936
Verum Partners
North Carolina
$380K -$32.9K -1,047 -9%
FFM
937
Forum Financial Management
Illinois
$380K -$13.1K -416 -4%
PCIA
938
Prime Capital Investment Advisors
Kansas
$379K +$322K +10,271 New
MC
939
Machina Capital
France
$378K +$321K +10,230 New
PI
940
Pettee Investors
Connecticut
$376K -$765K -24,379 -71%
EP
941
Eudaimonia Partners
Tennessee
$376K -$85.1K -2,710 -21%
CCT
942
Capital City Trust
Florida
$376K +$5.02K +160 +2%
NDSI
943
Newman Dignan & Sheerar Inc
Rhode Island
$375K +$318K +10,144 New
CA
944
Calton & Associates
Florida
$374K +$318K +10,143 New
CCG
945
Cypress Capital Group
Florida
$373K +$7.75K +247 +3%
CF
946
Centaurus Financial
California
$372K +$8.7K +277 +3%
FWM
947
ForthRight Wealth Management
Georgia
$372K -$1.92K -61 -0.6%
FIM
948
Freedom Investment Management
Connecticut
$372K +$316K +10,068 New
GLA
949
Good Life Advisors
Pennsylvania
$372K -$49.2K -1,566 -13%
MLA
950
My Legacy Advisors
Oregon
$371K +$312K +9,944 New
36 37
38
39 40