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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
951
Sculati Wealth Management
Michigan
$398K – – –
IAIM
952
Industrial Alliance Investment Management
Quebec, Canada
$397K -$382K -8,747 -43%
VA
953
Valmark Advisers
Ohio
$397K +$5.28K +121 +1%
LWP
954
Lumature Wealth Partners
Georgia
$392K +$44 +1 +0%
FTC
955
Farmers Trust Company
Ohio
$392K -$1K -23 -0.2%
PCM
956
Penserra Capital Management
California
$391K -$5.11K -117 -1%
CF
957
Centaurus Financial
California
$391K +$120K +2,752 +32%
DGAM
958
Desjardins Global Asset Management
Quebec, Canada
$391K +$323K +7,406 +182%
BL
959
Balentine LLC
Georgia
$391K -$127K -2,915 -20%
GWA
960
GGM Wealth Advisors
Maryland
$389K +$829 +19 +0.2%
SSW
961
Stone Summit Wealth
Florida
$389K -$16.7K -382 -3%
PWP
962
Phillips Wealth Planners
Mississippi
$388K -$369K -8,445 -41%
NSG
963
Nalls Sherbakoff Group
Tennessee
$388K +$500K +11,459 New
AWM
964
Aprio Wealth Management
Georgia
$387K -$400K -9,173 -45%
EWA
965
EverSource Wealth Advisors
Alabama
$386K +$20.6K +472 +4%
GRQ
966
Gardner Russo & Quinn
Pennsylvania
$385K +$15.9K +365 +3%
PCM
967
Prelude Capital Management
New York
$384K -$123K -2,827 -20%
CWC
968
Carolinas Wealth Consulting
North Carolina
$383K +$48.1K +1,102 +11%
BFO
969
Biltmore Family Office
North Carolina
$381K +$12.1K +278 +3%
BW
970
BIP Wealth
Georgia
$378K +$484K +11,097 New
WP
971
WealthPLAN Partners
Nebraska
$376K -$246K -5,644 -34%
WA
972
WealthTrust Axiom
Pennsylvania
$373K – – –
WPW
973
Waldron Private Wealth
Pennsylvania
$372K -$643K -14,721 -57%
ADL
974
Asset Dedication LLC
California
$370K -$27.5K -629 -5%
LCGC
975
Legacy Capital Group California
California
$369K +$472K +10,822 New
37 38
39
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