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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
VF
976
Virtu Financial
New York
$398K +$382K +7,064 New
SWIG
977
Strategic Wealth Investment Group
Kentucky
$393K +$378K +6,972 New
AWE
978
Avidian Wealth Enterprises
Texas
$393K +$378K +6,978 New
CCA
979
Cobblestone Capital Advisors
New York
$392K -$59K -1,089 -14%
FIM
980
Frontier Investment Management
Texas
$389K +$113K +2,091 +43%
P
981
&Partners
Tennessee
$387K +$92.5K +1,708 +33%
WS
982
Wedbush Securities
California
$387K +$133K +2,460 +56%
VWM
983
Vigilare Wealth Management
Arizona
$387K +$399K +7,366 New
QPWM
984
Quadrant Private Wealth Management
Pennsylvania
$386K -$126K -2,321 -25%
MMPW
985
Mitchell McLeod Pugh & Williams
Alabama
$386K +$3.3K +61 +0.9%
SWMG
986
Strategic Wealth Management Group
Maryland
$382K +$110K +2,037 +43%
FA
987
Fortis Advisors
Pennsylvania
$382K +$333K +6,156 +996%
BDF
988
Balasa Dinverno & Foltz
$382K +$367K +6,783 New
PPP
989
Private Portfolio Partners
New Jersey
$380K +$365K +6,741 New
EW
990
Evoke Wealth
California
$379K +$207K +3,819 +131%
HWA
991
HHM Wealth Advisors
Tennessee
$379K +$364K +6,729 New
TCA
992
Transcend Capital Advisors
New Jersey
$377K +$363K +6,701 New
ACM
993
AUA Capital Management
Pennsylvania
$376K – – –
CIC
994
Cornercap Investment Counsel
Georgia
$376K +$24.6K +454 +7%
MAM
995
Madison Asset Management
Wisconsin
$376K +$362K +6,684 New
FCB
996
First Command Bank
Texas
$375K +$21K +388 +6%
FCFS
997
First Command Financial Services
Texas
$375K +$21K +388 +6%
CSWG
998
Cardinal Strategic Wealth Guidance
Kentucky
$374K +$360K +6,641 New
TAM
999
Townsend Asset Management
North Carolina
$373K +$359K +6,626 New
FSA
1000
Fort Sheridan Advisors
Illinois
$371K +$357K +6,591 New
38 39
40
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