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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EH
976
Equitable Holdings
New York
$384K +$37.7K +1,031 +12%
GHA
977
GW Henssler & Associates
Georgia
$383K +$24.3K +663 +7%
SAA
978
Southeast Asset Advisors
Georgia
$381K – – –
VA
979
Valmark Advisers
Ohio
$380K -$118K -3,220 -25%
IWM
980
IHT Wealth Management
Illinois
$379K +$5.16K +141 +1%
BHPW
981
Beverly Hills Private Wealth
California
$377K +$124K +3,380 +54%
WBC
982
Westpac Banking Corp
Australia
$376K -$73 -2 -0%
SAM
983
Secure Asset Management
Michigan
$374K -$119K -3,249 -25%
BA
984
Bristlecone Advisors
Washington
$374K -$5.82K -159 -2%
NRI
985
NFP Retirement Inc
California
$373K +$6.99K +191 +2%
RW
986
Rede Wealth
Virginia
$373K -$197K -5,392 -36%
CBFP
987
Cedar Brook Financial Partners
Ohio
$370K +$11.4K +313 +3%
PA
988
Parallel Advisors
California
$365K +$61.1K +1,671 +22%
EHC
989
Everett Harris & Co
California
$362K – – –
PWM
990
Perigon Wealth Management
California
$362K +$33.1K +906 +11%
MC
991
Maverick Capital
Texas
$362K +$340K +9,295 New
KA
992
Kovack Advisors
Florida
$361K -$4.13K -113 -1%
HTC
993
Haverford Trust Company
Pennsylvania
$358K +$1.79K +49 +0.5%
MIM
994
MTM Investment Management
South Carolina
$358K -$99.8K -2,729 -23%
SAM
995
Summit Asset Management
Tennessee
$357K +$658 +18 +0.2%
VWM
996
Venturi Wealth Management
Texas
$356K +$64K +1,750 +24%
SFP
997
Shepherd Financial Partners
Massachusetts
$356K -$55.5K -1,518 -14%
PL
998
Parthenon LLC
Kentucky
$355K -$2.78K -76 -0.8%
HKIM
999
Hayek Kallen Investment Management
Alabama
$353K – – –
BIA
1000
Beacon Investment Advisors
Maryland
$353K -$4.54K -124 -1%
38 39
40
41 42