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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
976
Doyle Wealth Management
Florida
$425K -$11.3K -206 -3%
RPG
977
Resource Planning Group
Georgia
$425K – – –
PFWA
978
Paces Ferry Wealth Advisors
Georgia
$425K +$19.2K +351 +5%
WSCM
979
Wellington Shields Capital Management
New York
$423K – – –
SVWAG
980
Sound View Wealth Advisors Group
Georgia
$422K -$932 -17 -0.2%
MFG
981
Merit Financial Group
Georgia
$420K +$394K +7,195 New
NGA
982
Naples Global Advisors
Florida
$419K -$11.7K -214 -3%
PH
983
Pinnacle Holdings
Oklahoma
$417K -$4.11K -75 -1%
NJBEST
984
New Jersey Better Educational Savings Trust
New Jersey
$415K – – –
SAMT
985
Select Asset Management & Trust
Pennsylvania
$414K – – –
SP
986
Successful Portfolios
Florida
$414K +$2.08K +38 +0.5%
CCA
987
Cadent Capital Advisors
Oklahoma
$414K +$17.3K +315 +5%
PWPS
988
Pinnacle Wealth Planning Services
Ohio
$414K +$200K +3,648 +106%
APG
989
Abacus Planning Group
South Carolina
$413K -$7.29K -133 -2%
WWMSC
990
Wagner Wealth Management (South Carolina)
South Carolina
$412K +$15.6K +284 +4%
GC
991
Gilbert & Cook
Iowa
$412K +$387K +7,059 New
SPC
992
Sigma Planning Corp
Michigan
$410K -$9.26K -169 -2%
VIA
993
Vident Investment Advisory
Georgia
$409K -$16.7K -304 -4%
GIA
994
Guyasuta Investment Advisors
Pennsylvania
$408K +$22.7K +415 +6%
PBO
995
Peoples Bank (Ohio)
Ohio
$406K +$13.4K +245 +4%
BCP
996
Berkeley Capital Partners
Georgia
$404K +$13.9K +253 +4%
AIC
997
Ameritas Investment Company
Nebraska
$400K +$376K +6,862 New
HFBOT
998
Home Federal Bank of Tennessee
Tennessee
$400K – – –
ACM
999
AUA Capital Management
Pennsylvania
$399K – – –
ST
1000
Smithfield Trust
Pennsylvania
$398K -$13.8K -252 -4%
38 39
40
41 42