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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
951
Nicolet Advisory Services
Wisconsin
$531K -$145K -3,249 -18%
DWAM
952
Duncan Williams Asset Management
Tennessee
$530K -$21.3K -477 -4%
GIA
953
Gladstone Institutional Advisory
Florida
$530K -$82.7K -1,856 -13%
RA
954
Ransom Advisory
Rhode Island
$527K +$3.12K +70 +0.5%
MIM
955
Morningstar Investment Management
Illinois
$526K -$127K -2,851 -18%
CCT
956
Chemung Canal Trust
New York
$523K – – –
HBW
957
Hazlett, Burt & Watson
West Virginia
$520K +$48K +1,077 +9%
WAAG
958
Wealth Alliance Advisory Group
Kansas
$519K -$17.2K -387 -3%
HSA
959
HBK Sorce Advisory
Pennsylvania
$519K +$124K +2,781 +28%
EWM
960
Evercore Wealth Management
New York
$519K +$446 +10 +0.1%
WHG
961
Westwood Holdings Group
Texas
$518K +$4.41K +99 +0.8%
FMWA
962
Forvis Mazars Wealth Advisors
Missouri
$517K -$457K -10,255 -45%
FWP
963
Forefront Wealth Partners
Texas
$517K +$757 +17 +0.1%
AIP
964
Ameritas Investment Partners
Nebraska
$516K -$17.7K -398 -3%
AMIM
965
Aull & Monroe Investment Management
Alabama
$516K – – –
UCI
966
Uncommon Cents Investing
Wisconsin
$515K -$802 -18 -0.1%
FMII
967
Farmers & Merchants Investments Inc
Nebraska
$515K -$88.1K -1,977 -14%
TYCC
968
Texas Yale Capital Corp
Florida
$514K +$11.1K +250 +2%
LCM
969
Landscape Capital Management
New Jersey
$512K +$555K +12,448 New
LA
970
LVW Advisors
New York
$512K -$107K -2,394 -16%
LOPW
971
Live Oak Private Wealth
North Carolina
$510K -$120K -2,691 -18%
MMPW
972
Mitchell McLeod Pugh & Williams
Alabama
$506K +$89 +2 +0%
TIM
973
Thompson Investment Management
Wisconsin
$505K -$107K -2,400 -16%
KP
974
Keel Point
Alabama
$503K -$13.9K -313 -2%
SLWA
975
San Luis Wealth Advisors
California
$499K +$540K +12,124 New
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