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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
976
Collective Family Office
Pennsylvania
$497K -$64K -1,048 -11%
CIM
977
CIM Investment Management
Pennsylvania
$495K -$12.1K -198 -2%
VFP
978
Verus Financial Partners
Virginia
$494K -$23.3K -382 -4%
FA
979
Faithward Advisors
Pennsylvania
$493K -$32K -523 -6%
PBO
980
Peoples Bank (Ohio)
Ohio
$493K -$13.3K -218 -3%
AWA
981
Arkadios Wealth Advisors
Georgia
$488K +$147K +2,411 +41%
IF
982
Intrua Financial
Texas
$487K +$367 +6 +0.1%
QCM
983
Quest Capital Management
Texas
$485K -$78.9K -1,291 -13%
CAM
984
Cozad Asset Management
Illinois
$485K -$65.4K -1,070 -11%
GIA
985
Gateway Investment Advisers
Ohio
$485K -$60.8K -995 -11%
EGM
986
Engineers Gate Manager
New York
$483K +$205K +3,355 +69%
HFS
987
Horizon Financial Services
North Carolina
$482K -$19.6K -320 -4%
DE
988
Day & Ennis
Georgia
$481K -$79.1K -1,295 -14%
BCM
989
Birmingham Capital Management
Alabama
$481K – – –
OTL
990
Oak Thistle LLC
New York
$481K +$501K +8,205 New
BA
991
Ballew Advisors
Mississippi
$480K – – –
FLI
992
Family Legacy Inc
South Carolina
$477K +$42.9K +702 +11%
XWM
993
Xcel Wealth Management
Florida
$475K +$9.35K +153 +2%
MBT
994
Montecito Bank & Trust
California
$474K -$8.55K -140 -2%
DSN
995
D. Scott Neal
Kentucky
$472K – – –
CLOS
996
Compagnie Lombard Odier SCmA
Switzerland
$468K – – –
MWM
997
Madison Wealth Management
Ohio
$468K – – –
HNWAG
998
High Net Worth Advisory Group
Florida
$468K +$488K +7,989 New
PWPS
999
Pinnacle Wealth Planning Services
Ohio
$467K +$27.4K +449 +6%
AW
1000
ACG Wealth
Georgia
$460K +$2.69K +44 +0.6%
38 39
40
41 42