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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
976
Tiemann Investment Advisors
California
$202K – – –
LI
977
Lafayette Investments
Maryland
$202K +$200K +5,306 New
P
978
&Partners
Tennessee
$202K +$200K +5,306 New
CSWG
979
Cardinal Strategic Wealth Guidance
Kentucky
$201K +$199K +5,291 New
GEA
980
Glen Eagle Advisors
New Jersey
$200K +$3.09K +82 +2%
FCB
981
First Command Bank
Texas
$199K -$33K -875 -14%
FCFS
982
First Command Financial Services
Texas
$199K -$33K -875 -14%
PCG
983
Private Capital Group
Connecticut
$199K -$2.79K -74 -1%
SWA
984
Sutton Wealth Advisors
Florida
$191K +$1.24K +33 +0.7%
PFWA
985
Paces Ferry Wealth Advisors
Georgia
$189K +$187K +4,974 New
FHA
986
Flagship Harbor Advisors
Massachusetts
$184K +$30K +797 +20%
MF
987
Manchester Financial
California
$181K -$6.33K -168 -3%
AA
988
AlphaMark Advisors
Kentucky
$179K – – –
TFA
989
Toth Financial Advisory
Virginia
$177K -$13.1K -348 -7%
PL
990
Perpetual Ltd
Australia
$172K – – –
KCM
991
Kathmere Capital Management
Pennsylvania
$169K +$168K +4,452 New
EDRH
992
Edmond de Rothschild Holding
Switzerland
$164K -$40.5K -1,074 -20%
OC
993
Oakworth Capital
Alabama
$163K -$3.35K -89 -2%
RWM
994
Raffa Wealth Management
District of Columbia
$160K -$20.8K -553 -12%
CG
995
Cutler Group
California
$158K -$180K -4,785 -53%
GI
996
Gradient Investments
Minnesota
$157K +$8.63K +229 +6%
MCA
997
Mercer Capital Advisers
New Jersey
$156K – – –
AF
998
Advisornet Financial
Minnesota
$154K +$7.54K +200 +5%
HIIFS
999
Harel Insurance Investments & Financial Services
Israel
$153K +$151K +4,013 New
GWS
1000
Glassman Wealth Services
Virginia
$151K -$20.7K -549 -12%
38 39
40
41 42