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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
976
Altium Wealth Management
New York
$437K -$207K -4,190 -31%
FA
977
Fiducient Advisors
Illinois
$437K – – –
KC
978
Kingfisher Capital
North Carolina
$437K +$1.43K +29 +0.3%
AAP
979
Arax Advisory Partners
Colorado
$436K +$49 +1 +0%
SQA
980
Simon Quick Advisors
New Jersey
$434K -$22K -446 -5%
SP
981
Symmetry Partners
Connecticut
$433K – – –
PL
982
Parthenon LLC
Kentucky
$432K – – –
VFP
983
Verus Financial Partners
Virginia
$431K +$37.6K +762 +9%
PMG
984
ProVise Management Group
Florida
$431K +$144K +2,926 +47%
HKIM
985
Hayek Kallen Investment Management
Alabama
$429K – – –
KA
986
Kovack Advisors
Florida
$429K +$53.8K +1,091 +14%
ZCA
987
Zeke Capital Advisors
Pennsylvania
$428K -$5.18K -105 -1%
EWM
988
Evermay Wealth Management
Virginia
$426K -$4K -81 -0.9%
WDC
989
Woodward Diversified Capital
California
$424K +$47K +952 +12%
SIM
990
Sentry Investment Management
Wisconsin
$423K -$85.6K -1,735 -16%
CFAM
991
Center For Asset Management
Florida
$422K +$439K +8,892 New
QCG
992
Quadrant Capital Group
Ohio
$420K +$45.3K +919 +12%
MPIA
993
Mountain Pacific Investment Advisers
Idaho
$419K – – –
ARMC
994
American Research & Management Company
Massachusetts
$415K – – –
BAM
995
Berkshire Asset Management
Pennsylvania
$415K +$690 +14 +0.2%
PI
996
PineBridge Investments
New York
$413K -$10.5M -213,594 -96%
IFWM
997
Institute for Wealth Management
Colorado
$413K -$888 -18 -0.2%
GLA
998
Good Life Advisors
Pennsylvania
$413K +$33.3K +676 +8%
GL
999
Graypoint LLC
New York
$413K +$57.4K +1,163 +15%
PCM
1000
Prelude Capital Management
New York
$408K +$424K +8,603 New
38 39
40
41 42