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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SACTSONJ
926
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$569K – – –
VAS
927
Vestmark Advisory Solutions
Massachusetts
$569K +$353K +7,918 +152%
PCG
928
Prosperity Consulting Group
Maryland
$565K +$349K +7,814 +150%
WAAG
929
Wealth Alliance Advisory Group
Kansas
$564K – – –
CCA
930
Checchi Capital Advisers
California
$564K +$18.9K +424 +3%
AT
931
Avalon Trust
New Mexico
$564K – – –
NP
932
NorthRock Partners
Minnesota
$562K +$5K +112 +0.9%
MW
933
Marcum Wealth
Ohio
$562K +$6.69K +150 +1%
CIC
934
Chilton Investment Company
Connecticut
$562K – – –
AIP
935
Ameritas Investment Partners
Nebraska
$561K -$28.1K -629 -5%
RWM
936
RKL Wealth Management
Pennsylvania
$560K +$199K +4,456 +53%
VT
937
Vise Technologies
New York
$559K +$136K +3,050 +31%
BAM
938
Belpointe Asset Management
Nevada
$557K -$447K -10,009 -44%
ST
939
Sabal Trust
Florida
$557K +$573K +12,833 New
EWA
940
Exencial Wealth Advisors
Oklahoma
$555K +$33.8K +757 +6%
PIM
941
Plato Investment Management
Australia
$554K – – –
RA
942
Ransom Advisory
Rhode Island
$552K – – –
CCT
943
Chemung Canal Trust
New York
$551K -$30.9K -692 -5%
HNB
944
Hilltop National Bank
Wyoming
$549K -$49.4K -1,106 -8%
EWM
945
Evercore Wealth Management
New York
$547K – – –
UCI
946
Uncommon Cents Investing
Wisconsin
$544K – – –
AMIM
947
Aull & Monroe Investment Management
Alabama
$544K -$44.6K -1,000 -7%
FWP
948
Forefront Wealth Partners
Texas
$544K +$559K +12,535 New
KP
949
Keel Point
Alabama
$543K +$18.3K +409 +3%
NB
950
NBT Bank
New York
$543K +$16.3K +366 +3%
36 37
38
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