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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ILI
976
Invesco LLC (Illinois)
Illinois
$282K +$288K +9,284 New
SCM
977
Shelton Capital Management
Colorado
$282K -$7.08K -228 -2%
BWA
978
BDO Wealth Advisors
Florida
$281K -$11.4K -367 -4%
AWAP
979
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$280K – – –
HFG
980
Heron Financial Group
New York
$277K +$155 +5 +0.1%
PL
981
Parthenon LLC
Kentucky
$277K – – –
SAM
982
Summit Asset Management
Tennessee
$276K -$10.7K -346 -4%
CL
983
Choreo LLC
Illinois
$276K +$73.7K +2,372 +35%
EWA
984
EverSource Wealth Advisors
Alabama
$276K -$68.9K -2,217 -20%
ESB
985
Essex Savings Bank
Connecticut
$276K -$13.2K -426 -4%
PBO
986
Peoples Bank (Ohio)
Ohio
$276K -$10.5K -338 -4%
HKIM
987
Hayek Kallen Investment Management
Alabama
$275K – – –
CGL
988
Clarius Group LLC
Washington
$273K -$87.1K -2,806 -24%
WP
989
Waycross Partners
Kentucky
$273K +$280K +9,000 New
3IP
990
3Chopt Investment Partners
Virginia
$272K -$118K -3,787 -30%
E
991
Ergoteles
New York
$272K +$279K +8,968 New
SWM
992
Selective Wealth Management
Virginia
$271K +$261K +8,415 New
CWM
993
Curi Wealth Management
North Carolina
$271K -$963 -31 -0.3%
RIA
994
Realta Investment Advisors
Delaware
$270K -$31.7K -1,022 -10%
CCA
995
Checchi Capital Advisers
California
$270K -$97.3K -3,134 -26%
PH
996
Pinnacle Holdings
Oklahoma
$269K – – –
SOS
997
Silver Oak Securities
Tennessee
$269K +$37.7K +1,215 +16%
HI
998
Horizon Investments
North Carolina
$268K +$55K +1,771 +25%
GSEP
999
Golden State Equity Partners
California
$268K +$274K +8,827 New
CWA
1000
CM Wealth Advisors
Ohio
$267K -$1.56M -50,172 -86%
38 39
40
41 42