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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
926
McKinley Carter Wealth Services
West Virginia
$537K -$280K -7,164 -36%
HBW
927
Hazlett, Burt & Watson
West Virginia
$537K -$4.42K -113 -0.9%
EWM
928
Evercore Wealth Management
New York
$537K -$4.89K -125 -1%
SAI
929
Savvy Advisors Inc
New York
$536K +$488K +12,479 New
PPWP
930
Premier Path Wealth Partners
New Jersey
$536K -$87.9K -2,246 -15%
CW
931
Code Waechter
Florida
$536K +$141K +3,593 +40%
AIP
932
Ameritas Investment Partners
Nebraska
$531K -$6.92K -177 -1%
AMIM
933
Aull & Monroe Investment Management
Alabama
$530K -$7.83K -200 -2%
MMPW
934
Mitchell McLeod Pugh & Williams
Alabama
$529K +$78 +2 +0%
TIM
935
Thompson Investment Management
Wisconsin
$528K – – –
LOPW
936
Live Oak Private Wealth
North Carolina
$528K -$4.3K -110 -0.9%
AV
937
Alamea Verwaltungs
New Jersey
$525K +$477K +12,202 New
OFS
938
Orrstown Financial Services
Pennsylvania
$524K +$477K +12,186 New
WT
939
Whittier Trust
California
$518K -$34.4K -880 -7%
BS
940
Banco Santander
Spain
$517K – – –
FMWA
941
Forvis Mazars Wealth Advisors
Missouri
$517K -$21.1K -539 -4%
WCM
942
Washington Capital Management
Washington
$516K – – –
FMII
943
Farmers & Merchants Investments Inc
Nebraska
$515K -$20.6K -526 -4%
SPA
944
Sherbrooke Park Advisers
New York
$515K +$469K +11,979 New
MWA
945
Midland Wealth Advisors
Illinois
$515K -$59.4K -1,518 -11%
WHG
946
Westwood Holdings Group
Texas
$514K -$25.2K -645 -5%
SFP
947
Shepherd Financial Partners
Massachusetts
$511K -$7.9K -202 -2%
AC
948
AXQ Capital
New Jersey
$506K -$207K -5,294 -31%
HIMC
949
Heritage Investors Management Corp
Maryland
$506K – – –
GIA
950
Guyasuta Investment Advisors
Pennsylvania
$506K +$460K +11,767 New
36 37
38
39 40