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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
951
Radnor Capital Management
Pennsylvania
$510K +$7.68K +175 +2%
SSW
952
Stone Summit Wealth
Florida
$507K – – –
BAM
953
Belpointe Asset Management
Nevada
$507K -$50.3K -1,146 -9%
CPSAC
954
Chas P. Smith & Associates (CPS)
Florida
$505K +$263 +6 +0.1%
SWM
955
Sculati Wealth Management
Michigan
$502K – – –
RFA
956
Register Financial Advisors
Georgia
$501K +$511K +11,642 New
VP
957
Verum Partners
North Carolina
$500K +$510K +11,625 New
PCM
958
Penserra Capital Management
California
$499K -$5.48K -125 -1%
FH
959
FWG Holdings
Florida
$497K -$31.2K -711 -6%
AM
960
AGF Management
Ontario, Canada
$496K +$506K +11,530 New
VA
961
Valmark Advisers
Ohio
$495K +$17.3K +395 +4%
FTC
962
Farmers Trust Company
Ohio
$495K -$7.94K -181 -2%
ADL
963
Asset Dedication LLC
California
$495K +$702 +16 +0.1%
LWP
964
Lumature Wealth Partners
Georgia
$494K -$23.7K -541 -4%
NHT
965
New Hampshire Trust
New Hampshire
$492K +$502K +11,435 New
KP
966
Keel Point
Alabama
$492K +$13.1K +298 +3%
PFGIA
967
Patriot Financial Group Insurance Agency
Massachusetts
$491K +$247K +5,625 +97%
NP
968
NorthRock Partners
Minnesota
$484K -$55.5K -1,265 -10%
MFG
969
Merit Financial Group
Georgia
$482K -$106K -2,408 -18%
MCM
970
MAI Capital Management
Ohio
$482K +$24.5K +559 +5%
SJL
971
Shayne & Jacobs LLC
Tennessee
$481K – – –
PAG
972
Private Advisor Group
New Jersey
$479K -$13.1K -299 -0.8%
CFAM
973
Center For Asset Management
Florida
$479K +$16.9K +385 +4%
FNFDCM
974
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$476K +$132K +3,000 +37%
NB
975
NBT Bank
New York
$474K -$38.6K -881 -7%
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