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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
926
Johnson Investment Counsel
Ohio
$576K +$252K +5,650 +74%
SACTSONJ
927
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$569K – – –
VAS
928
Vestmark Advisory Solutions
Massachusetts
$569K +$353K +7,918 +152%
PCG
929
Prosperity Consulting Group
Maryland
$565K +$349K +7,814 +150%
WAAG
930
Wealth Alliance Advisory Group
Kansas
$564K – – –
CCA
931
Checchi Capital Advisers
California
$564K +$18.9K +424 +3%
AT
932
Avalon Trust
New Mexico
$564K – – –
NP
933
NorthRock Partners
Minnesota
$562K +$5K +112 +0.9%
MW
934
Marcum Wealth
Ohio
$562K +$6.69K +150 +1%
CIC
935
Chilton Investment Company
Connecticut
$562K – – –
AIP
936
Ameritas Investment Partners
Nebraska
$561K -$28.1K -629 -5%
RWM
937
RKL Wealth Management
Pennsylvania
$560K +$199K +4,456 +53%
VT
938
Vise Technologies
New York
$559K +$136K +3,050 +31%
BAM
939
Belpointe Asset Management
Nevada
$557K -$447K -10,009 -44%
ST
940
Sabal Trust
Florida
$557K +$573K +12,833 New
EWA
941
Exencial Wealth Advisors
Oklahoma
$555K +$33.8K +757 +6%
PIM
942
Plato Investment Management
Australia
$554K – – –
RA
943
Ransom Advisory
Rhode Island
$552K – – –
CCT
944
Chemung Canal Trust
New York
$551K -$30.9K -692 -5%
HNB
945
Hilltop National Bank
Wyoming
$549K -$49.4K -1,106 -8%
EWM
946
Evercore Wealth Management
New York
$547K – – –
UCI
947
Uncommon Cents Investing
Wisconsin
$544K – – –
AMIM
948
Aull & Monroe Investment Management
Alabama
$544K -$44.6K -1,000 -7%
FWP
949
Forefront Wealth Partners
Texas
$544K +$559K +12,535 New
KP
950
Keel Point
Alabama
$543K +$18.3K +409 +3%
36 37
38
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