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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
1001
Good Life Advisors
Pennsylvania
$459K +$9.96K +163 +2%
WWM
1002
Western Wealth Management
Colorado
$458K +$480K +7,859 New
GC
1003
Gilbert & Cook
Iowa
$457K +$17.1K +280 +4%
MCA
1004
Millennium Capital Advisors
Arkansas
$457K +$477K +7,800 New
RMDI
1005
R.M. Davis Inc
Maine
$456K -$14.7K -240 -3%
CSPIA
1006
Cary Street Partners Investment Advisory
Virginia
$456K +$104K +1,707 +28%
WWMSC
1007
Wagner Wealth Management (South Carolina)
South Carolina
$452K +$672 +11 +0.1%
CCA
1008
Cobblestone Capital Advisors
New York
$449K -$24.4K -399 -5%
CFMC
1009
Curbstone Financial Management Corp
New Hampshire
$449K -$4.64K -76 -1%
QCG
1010
Quadrant Capital Group
Ohio
$449K +$3.54K +58 +0.8%
SFM
1011
Systematic Financial Management
New Jersey
$448K – – –
PIM
1012
Penobscot Investment Management
Massachusetts
$446K – – –
P
1013
&Partners
Tennessee
$445K +$733 +12 +0.2%
GAM
1014
Gemmer Asset Management
California
$444K – – –
NGA
1015
Naples Global Advisors
Florida
$443K +$733 +12 +0.2%
AWM
1016
Affinity Wealth Management
Delaware
$442K +$29.9K +490 +8%
CIM
1017
Contravisory Investment Management
Massachusetts
$442K +$58.6K +959 +15%
BBA
1018
Braun-Bostich & Associates
Pennsylvania
$442K +$413K +6,760 New
AF
1019
Advisornet Financial
Minnesota
$436K +$11.9K +195 +3%
TL
1020
Tradewinds LLC
North Carolina
$436K +$721K +11,800 New
MIFH
1021
Migdal Insurance & Financial Holdings
Israel
$432K -$1.23M -20,148 -73%
VA
1022
Valmark Advisers
Ohio
$430K +$99.6K +1,630 +29%
WCM
1023
Washington Capital Management
Washington
$429K – – –
SB
1024
Strategic Blueprint
Georgia
$428K +$72.3K +1,184 +19%
AAM
1025
Augustine Asset Management
Florida
$427K -$7.03K -115 -2%
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