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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1001
Annapolis Financial Services
Maryland
$298K +$281K +6,215 New
FC
1002
Ferris Capital
Massachusetts
$296K +$280K +6,181 New
OAM
1003
Occidental Asset Management
California
$294K +$278K +6,143 New
FNBT
1004
FineMark National Bank & Trust
Florida
$290K +$274K +6,054 New
HFS
1005
Horizon Financial Services
North Carolina
$288K – – –
TW
1006
TrinityPoint Wealth
Connecticut
$287K -$2.94K -65 -1%
BC
1007
Bridgefront Capital
Texas
$286K +$270K +5,969 New
RF
1008
Rollins Financial
Georgia
$286K +$270K +5,974 New
EWM
1009
Evermay Wealth Management
Virginia
$285K -$121K -2,669 -31%
HWA
1010
HHM Wealth Advisors
Tennessee
$285K – – –
FHA
1011
Flagship Harbor Advisors
Massachusetts
$284K +$48.8K +1,078 +22%
PI
1012
Putnam Investments
Massachusetts
$281K -$108K -2,389 -29%
CWG
1013
Cornerstone Wealth Group
North Carolina
$281K +$10.1K +223 +4%
AFA
1014
Arlington Financial Advisors
California
$280K – – –
CWP
1015
Curated Wealth Partners
California
$280K +$264K +5,840 New
OIA
1016
OneDigital Investment Advisors
Kansas
$279K +$15.9K +351 +6%
NIM
1017
NuWave Investment Management
New Jersey
$279K +$250K +5,516 +1,779%
SMA
1018
Sage Mountain Advisors
Georgia
$279K +$264K +5,829 New
PCMK
1019
Paragon Capital Management (Kansas)
Kansas
$278K -$4.84K -107 -2%
MHC
1020
Meyer Handelman Company
New York
$278K – – –
P
1021
&Partners
Tennessee
$276K +$20.3K +449 +8%
EIA
1022
Edgemoor Investment Advisors
Maryland
$274K -$122K -2,700 -32%
DWT
1023
Dorsey & Whitney Trust
South Dakota
$274K +$4.3K +95 +2%
JLBC
1024
J.L. Bainbridge & Co
Florida
$274K +$258K +5,708 New
IA
1025
Insight Advisors
Pennsylvania
$274K +$259K +5,715 New
39 40
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