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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NSG
976
Nalls Sherbakoff Group
Tennessee
$572K – – –
RIL
977
Rothschild Investment LLC
Illinois
$572K +$60.4K +1,312 +13%
JIC
978
Johnson Investment Counsel
Ohio
$566K +$35.3K +766 +7%
AIP
979
Ameritas Investment Partners
Nebraska
$563K -$14K -304 -3%
HIP
980
HUB Investment Partners
Texas
$562K -$4.42K -96 -0.8%
PFBT
981
Parkside Financial Bank & Trust
Missouri
$561K -$9.86K -214 -2%
GM
982
GeoWealth Management
Illinois
$557K -$87.5K -1,899 -14%
AWAP
983
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$556K +$9.44K +205 +2%
CANC
984
Culbertson A N & Co
Virginia
$556K -$15.4K -335 -3%
EHWM
985
Eads & Heald Wealth Management
Georgia
$555K -$19.3K -419 -4%
AWM
986
Adams Wealth Management
Utah
$550K -$22.4K -486 -4%
HR
987
Howe & Rusling
New York
$550K -$3.27K -71 -0.6%
SH
988
SLT Holdings
Arizona
$547K – – –
AC
989
Apella Capital
Connecticut
$545K +$149K +3,227 +41%
LIM
990
Longfellow Investment Management
Massachusetts
$545K – – –
ECM
991
Evergreen Capital Management
Washington
$544K -$18.7K -406 -4%
MGIA
992
Moneta Group Investment Advisors
Missouri
$542K -$42K -911 -8%
GWA
993
Gratus Wealth Advisors
Virginia
$539K -$40K -868 -7%
VDI
994
Vaughan David Investments
Illinois
$539K -$9.21K -200 -2%
SF
995
Symphony Financial
Texas
$537K -$756K -16,425 -60%
PPC
996
Park Place Capital
Alabama
$536K +$13K +283 +3%
VP
997
Verum Partners
North Carolina
$533K +$461 +10 +0.1%
NEI
998
Northwest & Ethical Investments
Ontario, Canada
$531K – – –
DWP
999
Daymark Wealth Partners
Ohio
$531K -$12.5K -272 -2%
WT
1000
Whittier Trust
California
$530K -$35.4K -769 -7%
38 39
40
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