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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1001
Ropes Wealth Advisors
Massachusetts
$16K -$67.3K -1,380 -80%
FGAM
1002
Financial Gravity Asset Management
Texas
$16K +$16.1K +329 New
WT
1003
Whittier Trust
California
$15K -$42.4K -869 -72%
PK
1004
Pflug Koory
Nebraska
$15K – – –
PGAM
1005
Princeton Global Asset Management
New Jersey
$15K +$16.3K +335 New
PG
1006
Proffitt & Goodson
Tennessee
$14K – – –
BCA
1007
Berman Capital Advisors
Georgia
$14K +$8.2K +168 +109%
CJA
1008
C-J Advisory
California
$14K +$14.6K +300 New
LWM
1009
Lenox Wealth Management
Ohio
$13K +$11.3K +231 +462%
CIA
1010
Cascade Investment Advisors
Oregon
$12.9K – – –
DWM
1011
Destination Wealth Management
California
$12K -$22.2K -456 -63%
1IA
1012
1834 Investment Advisors
Wisconsin
$12K – – –
PCIA
1013
Prime Capital Investment Advisors
Kansas
$12K +$12.2K +250 New
GT
1014
Glenmede Trust
Pennsylvania
$11.7K -$476K -9,758 -4%
BHWM
1015
Bay Harbor Wealth Management
Maryland
$11K – – –
WAS
1016
WESPAC Advisors SoCal
California
$11K – – –
CF
1017
Centaurus Financial
California
$10.4K +$1.66K +34 +8%
FCMT
1018
Founders Capital Management (Texas)
Texas
$10K – – –
SGAM
1019
Smith Group Asset Management
Texas
$10K – – –
NFG
1020
Next Financial Group
Texas
$9K -$55.6K -1,140 -86%
SMG
1021
Spectrum Management Group
Indiana
$9K -$14.6K -300 -60%
TFO
1022
Tarbox Family Office
California
$9K – – –
NFH
1023
NEXT Financial Holdings
Texas
$9K +$8.88K +182 New
FMB
1024
Field & Main Bank
Kentucky
$8K +$8.54K +175 New
RWM
1025
Raffa Wealth Management
District of Columbia
$7.77K – – –
39 40
41
42 43