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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
976
Good Life Advisors
Pennsylvania
$468K -$15.7K -401 -4%
JIC
977
Johnson Investment Counsel
Ohio
$467K -$272K -6,949 -39%
CRC
978
Curi RMB Capital
Illinois
$467K +$104K +2,658 +32%
VP
979
Verum Partners
North Carolina
$465K +$2.04K +52 +0.5%
GL
980
Graypoint LLC
New York
$460K +$175K +4,471 +72%
BWP
981
BSW Wealth Partners
Colorado
$457K -$17.8K -454 -4%
VA
982
Valmark Advisers
Ohio
$453K +$509 +13 +0.1%
QPWM
983
Quadrant Private Wealth Management
Pennsylvania
$453K -$41.6K -1,064 -9%
PHWM
984
Pine Harbor Wealth Management
Maryland
$452K – – –
CF
985
Centaurus Financial
California
$449K -$535K -13,663 -57%
AAP
986
Arax Advisory Partners
Colorado
$445K -$145K -3,710 -26%
PWM
987
Perigon Wealth Management
California
$443K -$14.8K -377 -4%
RIL
988
Rothschild Investment LLC
Illinois
$443K -$13.8K -353 -3%
MW
989
MBL Wealth
North Carolina
$443K -$22.9K -585 -5%
SP
990
Successful Portfolios
Florida
$443K -$2.62K -67 -0.6%
HCPC
991
Hamilton Capital Partners (Canada)
$440K – – –
MM
992
MQS Management
New York
$439K +$399K +10,203 New
WC
993
Whitney & Co
New York
$438K – – –
BCWM
994
Bartlett & Co Wealth Management
Ohio
$438K +$587 +15 +0.1%
CCWM
995
Cassaday & Co Wealth Management
Virginia
$435K +$4.62K +118 +1%
VCM
996
Voleon Capital Management
California
$434K +$395K +10,087 New
PIMG
997
Patriot Investment Management Group
Tennessee
$433K +$394K +10,077 New
THCM
998
Taylor Hoffman Capital Management
Virginia
$433K -$4.73K -121 -1%
HR
999
Hardy Reed
Mississippi
$432K +$59.5K +1,520 +18%
WCA
1000
Westover Capital Advisors
Delaware
$431K -$17.5K -448 -4%
38 39
40
41 42