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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
976
Checchi Capital Advisers
California
$529K +$89.4K +1,809 +19%
CFA
977
Churchill Financial Advisors
Kentucky
$529K -$49.8K -1,008 -8%
FM
978
Foster & Motley
Ohio
$525K -$21.1K -428 -4%
AIP
979
Ameritas Investment Partners
Nebraska
$520K -$6.33K -128 -1%
LFS
980
Lighthouse Financial Services
California
$520K -$177K -3,586 -25%
RWM
981
Revisor Wealth Management
Ohio
$520K -$42K -850 -7%
AAM
982
Austin Asset Management
Texas
$520K +$559K +11,309 New
MFS
983
Mirabella Financial Services
United Kingdom
$520K +$559K +11,304 New
AWAP
984
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$517K -$2.82K -57 -0.5%
SH
985
SLT Holdings
Arizona
$514K +$2.87K +58 +0.5%
SW
986
SVB Wealth
Massachusetts
$510K -$81K -1,640 -13%
PWA
987
Pitcairn Wealth Advisors
Pennsylvania
$510K +$2.47K +50 +0.5%
LIM
988
Longfellow Investment Management
Massachusetts
$509K – – –
GWA
989
Gratus Wealth Advisors
Virginia
$509K +$6.03K +122 +1%
CAM
990
Congress Asset Management
Massachusetts
$509K -$255K -5,158 -32%
CW
991
CreativeOne Wealth
Kansas
$508K -$141K -2,856 -21%
DA
992
Dover Advisors
Virginia
$507K -$491K -9,930 -47%
HR
993
Howe & Rusling
New York
$506K -$8.35K -169 -2%
DCM
994
Driehaus Capital Management
Illinois
$503K -$122K -2,475 -18%
NS
995
NBC Securities
Alabama
$502K +$9.69K +196 +2%
PCA
996
Pallas Capital Advisors
Massachusetts
$500K +$31.7K +641 +6%
CWS
997
Cypress Wealth Services
California
$500K -$42.2K -854 -7%
CT
998
Chicago Trust
Illinois
$499K +$22.4K +453 +4%
KFA
999
Kelleher Financial Advisors
New York
$497K +$2.77M +56,139 +772%
WT
1000
Whittier Trust
California
$493K -$395 -8 -0.1%
38 39
40
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