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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
976
WealthTrust Axiom
Pennsylvania
$425K – – –
PFBT
977
Parkside Financial Bank & Trust
Missouri
$425K +$79.6K +1,884 +23%
KSB
978
Kennebec Savings Bank
Maine
$423K +$418K +9,895 New
VT
979
Vise Technologies
New York
$421K +$106K +2,499 +34%
SAA
980
Southeast Asset Advisors
Georgia
$418K – – –
FSA
981
Franklin Street Advisors
North Carolina
$417K -$284K -6,732 -41%
SSWM
982
Smith Salley Wealth Management
North Carolina
$417K -$8.87K -210 -2%
PI
983
Pettee Investors
Connecticut
$413K – – –
SAM
984
Shell Asset Management
Netherlands
$413K +$408K +9,656 New
NRI
985
NFP Retirement Inc
California
$410K +$380 +9 +0.1%
CFG
986
Citizens Financial Group
Rhode Island
$408K +$39.6K +938 +11%
GRQ
987
Gardner Russo & Quinn
Pennsylvania
$408K -$81.3K -1,924 -17%
FMP
988
Financial Management Professionals
Texas
$406K +$6.08K +144 +2%
BJL
989
Brighton Jones LLC
Washington
$406K -$624K -14,775 -61%
RCAG
990
Rehmann Capital Advisory Group
Michigan
$405K +$53.4K +1,265 +15%
FWM
991
ForthRight Wealth Management
Georgia
$405K +$6.21K +147 +2%
QCG
992
Quadrant Capital Group
Ohio
$402K +$887 +21 +0.2%
RW
993
Rede Wealth
Virginia
$398K +$127 +3 +0%
PCA
994
Pallas Capital Advisors
Massachusetts
$397K +$386K +9,139 New
WTC
995
WhitTier Trust Company
Nevada
$397K -$30.5K -723 -7%
HL
996
HeadInvest LLC
Maine
$396K -$36.7K -870 -9%
SAM
997
Summit Asset Management
Tennessee
$393K +$633 +15 +0.2%
BA
998
Ballew Advisors
Mississippi
$393K +$153K +3,616 +65%
PWM
999
Perigon Wealth Management
California
$392K +$9.8K +232 +3%
PL
1000
Parthenon LLC
Kentucky
$392K – – –
38 39
40
41 42