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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
1W
951
1776 Wealth
Georgia
$449K – – –
TPW
952
Transatlantique Private Wealth
New York
$448K -$118K -2,796 -21%
PPC
953
Park Place Capital
Alabama
$448K -$69.3K -1,640 -14%
PCIA
954
Prime Capital Investment Advisors
Kansas
$445K +$11.4K +270 +3%
FFM
955
Forum Financial Management
Illinois
$445K +$3.84K +91 +0.9%
KMWM
956
Keudell/Morrison Wealth Management
Oregon
$444K – – –
BCM
957
Boltwood Capital Management
California
$444K -$47.5K -1,125 -10%
BCWM
958
Bartlett & Co Wealth Management
Ohio
$444K – – –
BWP
959
BSW Wealth Partners
Colorado
$443K +$6.08K +144 +1%
SP
960
Successful Portfolios
Florida
$443K +$296 +7 +0.1%
WC
961
Whitney & Co
New York
$442K +$296 +7 +0.1%
THCM
962
Taylor Hoffman Capital Management
Virginia
$439K +$430K +10,188 New
LCGC
963
Legacy Capital Group California
California
$438K -$28K -662 -6%
VWM
964
Venturi Wealth Management
Texas
$437K +$25.3K +599 +6%
CCG
965
Cypress Capital Group
Florida
$436K +$5.03K +119 +1%
WPC
966
Wedmont Private Capital
Pennsylvania
$436K +$40.2K +953 +10%
CGL
967
Clarius Group LLC
Washington
$435K -$11.6K -275 -3%
SFP
968
Shepherd Financial Partners
Massachusetts
$434K +$32.2K +763 +8%
SMA
969
Sage Mountain Advisors
Georgia
$432K +$19.6K +465 +5%
SCM
970
Sterling Capital Management
North Carolina
$432K +$426K +10,092 New
FPWM
971
FSB Premier Wealth Management
Iowa
$429K -$32.9K -780 -7%
WPW
972
Waldron Private Wealth
Pennsylvania
$429K +$16.4K +389 +4%
AAI
973
American Assets Inc
California
$428K – – –
PCM
974
PAR Capital Management
Massachusetts
$428K +$422K +10,000 New
GGS
975
Galvin Gaustad & Stein
Arizona
$427K -$207K -4,910 -33%
37 38
39
40 41