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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
951
Sculati Wealth Management
Michigan
$502K – – –
RFA
952
Register Financial Advisors
Georgia
$501K +$511K +11,642 New
VP
953
Verum Partners
North Carolina
$500K +$510K +11,625 New
PCM
954
Penserra Capital Management
California
$499K -$5.48K -125 -1%
FH
955
FWG Holdings
Florida
$497K -$31.2K -711 -6%
AM
956
AGF Management
Ontario, Canada
$496K +$506K +11,530 New
VA
957
Valmark Advisers
Ohio
$495K +$17.3K +395 +4%
FTC
958
Farmers Trust Company
Ohio
$495K -$7.94K -181 -2%
ADL
959
Asset Dedication LLC
California
$495K +$702 +16 +0.1%
LWP
960
Lumature Wealth Partners
Georgia
$494K -$23.7K -541 -4%
NHT
961
New Hampshire Trust
New Hampshire
$492K +$502K +11,435 New
KP
962
Keel Point
Alabama
$492K +$13.1K +298 +3%
PFGIA
963
Patriot Financial Group Insurance Agency
Massachusetts
$491K +$247K +5,625 +97%
NP
964
NorthRock Partners
Minnesota
$484K -$55.5K -1,265 -10%
MFG
965
Merit Financial Group
Georgia
$482K -$106K -2,408 -18%
MCM
966
MAI Capital Management
Ohio
$482K +$24.5K +559 +5%
SJL
967
Shayne & Jacobs LLC
Tennessee
$481K – – –
PAG
968
Private Advisor Group
New Jersey
$479K -$13.1K -299 -0.8%
CFAM
969
Center For Asset Management
Florida
$479K +$16.9K +385 +4%
FNFDCM
970
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$476K +$132K +3,000 +37%
NB
971
NBT Bank
New York
$474K -$38.6K -881 -7%
AWG
972
Altus Wealth Group
Colorado
$473K +$27K +615 +6%
WA
973
WealthTrust Axiom
Pennsylvania
$470K -$44 -1 -0%
GRQ
974
Gardner Russo & Quinn
Pennsylvania
$470K +$2.94K +67 +0.6%
NB
975
Northwest Bancshares
Pennsylvania
$469K -$120K -2,725 -20%
37 38
39
40 41