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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
976
BT Wealth Management
Georgia
$428K – – –
CCM
977
Coldstream Capital Management
Washington
$427K +$8.99K +164 +2%
HSA
978
HBK Sorce Advisory
Pennsylvania
$426K +$29.4K +537 +8%
DWM
979
Doyle Wealth Management
Florida
$425K -$11.3K -206 -3%
RPG
980
Resource Planning Group
Georgia
$425K – – –
PFWA
981
Paces Ferry Wealth Advisors
Georgia
$425K +$19.2K +351 +5%
WSCM
982
Wellington Shields Capital Management
New York
$423K – – –
SVWAG
983
Sound View Wealth Advisors Group
Georgia
$422K -$932 -17 -0.2%
MFG
984
Merit Financial Group
Georgia
$420K +$394K +7,195 New
NGA
985
Naples Global Advisors
Florida
$419K -$11.7K -214 -3%
PH
986
Pinnacle Holdings
Oklahoma
$417K -$4.11K -75 -1%
NJBEST
987
New Jersey Better Educational Savings Trust
New Jersey
$415K – – –
SAMT
988
Select Asset Management & Trust
Pennsylvania
$414K – – –
SP
989
Successful Portfolios
Florida
$414K +$2.08K +38 +0.5%
CCA
990
Cadent Capital Advisors
Oklahoma
$414K +$17.3K +315 +5%
PWPS
991
Pinnacle Wealth Planning Services
Ohio
$414K +$200K +3,648 +106%
APG
992
Abacus Planning Group
South Carolina
$413K -$7.29K -133 -2%
WWMSC
993
Wagner Wealth Management (South Carolina)
South Carolina
$412K +$15.6K +284 +4%
GC
994
Gilbert & Cook
Iowa
$412K +$387K +7,059 New
SPC
995
Sigma Planning Corp
Michigan
$410K -$9.26K -169 -2%
VIA
996
Vident Investment Advisory
Georgia
$409K -$16.7K -304 -4%
GIA
997
Guyasuta Investment Advisors
Pennsylvania
$408K +$22.7K +415 +6%
PBO
998
Peoples Bank (Ohio)
Ohio
$406K +$13.4K +245 +4%
BCP
999
Berkeley Capital Partners
Georgia
$404K +$13.9K +253 +4%
AIC
1000
Ameritas Investment Company
Nebraska
$400K +$376K +6,862 New
38 39
40
41 42