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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
976
CSM Advisors
Pennsylvania
$368K – – –
NRA
977
NSI Retail Advisors
Pennsylvania
$368K – – –
NP
978
NorthRock Partners
Minnesota
$368K -$19.7K -451 -4%
VSQM
979
V-Square Quantitative Management
Illinois
$364K +$465K +10,660 New
AWG
980
Altus Wealth Group
Colorado
$362K -$16.1K -369 -3%
BC
981
Bartlett & Co
Ohio
$362K +$67.7K +1,550 +17%
LWAM
982
Legacy Wealth Asset Management
Minnesota
$362K +$5.2K +119 +1%
BCWM
983
Bartlett & Co Wealth Management
Ohio
$362K +$67.7K +1,550 +17%
CPWA
984
Cerro Pacific Wealth Advisors
California
$361K +$225K +5,165 +95%
AL
985
Aspiriant LLC
California
$360K +$7.86K +180 +2%
STA
986
Summit Trail Advisors
New York
$360K +$70.9K +1,624 +18%
CCWM
987
Cassaday & Co Wealth Management
Virginia
$360K +$203K +4,653 +79%
NB
988
Nicolet Bankshares
Wisconsin
$359K +$126K +2,875 +15%
QCM
989
Quantinno Capital Management
New York
$359K -$562K -12,866 -55%
GLA
990
Good Life Advisors
Pennsylvania
$358K +$36.8K +844 +9%
BCM
991
Boltwood Capital Management
California
$358K +$136K +3,105 +42%
EHAM
992
Eagle Harbor Asset Management
Washington
$357K -$140K -3,203 -23%
TFA
993
Triad Financial Advisors
North Carolina
$355K +$6.24K +143 +1%
KP
994
Keel Point
Alabama
$353K -$46.7K -1,069 -9%
CA
995
Continuum Advisory
Idaho
$353K +$33.4K +765 +8%
CCT
996
Capital City Trust
Florida
$351K +$49.2K +1,128 +12%
VP
997
Verum Partners
North Carolina
$351K -$58.5K -1,339 -12%
FWM
998
ForthRight Wealth Management
Georgia
$350K +$13.4K +307 +3%
SP
999
Symmetry Partners
Connecticut
$350K – – –
BIA
1000
Beacon Investment Advisors
Maryland
$349K +$480 +11 +0.1%
38 39
40
41 42