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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
926
Chiron Capital Management
Florida
$404K -$7.48K -198 -2%
KMWM
927
Keudell/Morrison Wealth Management
Oregon
$404K -$5.29K -140 -1%
BCWM
928
Bartlett & Co Wealth Management
Ohio
$403K -$22.6K -598 -5%
SP
929
Successful Portfolios
Florida
$402K +$264 +7 +0.1%
WC
930
Whitney & Co
New York
$401K -$155K -4,100 -28%
FFM
931
Forum Financial Management
Illinois
$400K +$302 +8 +0.1%
THWM
932
Taylor Hoffman Wealth Management
Virginia
$400K – – –
BWP
933
BSW Wealth Partners
Colorado
$397K -$28.4K -753 -7%
PCIA
934
Prime Capital Investment Advisors
Kansas
$394K +$9.82K +260 +3%
HL
935
HeadInvest LLC
Maine
$393K -$31.7K -840 -8%
RS
936
Rakuten Securities
Japan
$393K +$7.18K +190 +2%
CCG
937
Cypress Capital Group
Florida
$391K -$4.53K -120 -1%
AAI
938
American Assets Inc
California
$389K – – –
WTC
939
WhitTier Trust Company
Nevada
$388K +$2.53K +67 +0.7%
NDSI
940
Newman Dignan & Sheerar Inc
Rhode Island
$387K +$2.46K +65 +0.7%
BC
941
Bridgefront Capital
Texas
$387K +$376K +9,956 New
SSWM
942
Smith Salley Wealth Management
North Carolina
$387K -$227K -6,001 -38%
WA
943
WealthTrust Axiom
Pennsylvania
$386K – – –
HPM
944
Hoxton Planning & Management
West Virginia
$386K -$11.3K -298 -3%
MLA
945
My Legacy Advisors
Oregon
$386K -$38 -1 -0%
VA
946
Valmark Advisers
Ohio
$385K +$5.93K +157 +2%
VNA
947
Valley National Advisers
Pennsylvania
$384K -$17.7K -469 -5%
PA
948
Parallel Advisors
California
$382K +$17.9K +473 +5%
WPC
949
Wedmont Private Capital
Pennsylvania
$381K +$107K +2,844 +43%
SAA
950
Southeast Asset Advisors
Georgia
$379K – – –
36 37
38
39 40