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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1001
Oxford Financial Group
Indiana
$482K -$27.7K -449 -5%
APG
1002
Abacus Planning Group
South Carolina
$481K -$5.81K -94 -1%
CIM
1003
CIM Investment Management
Pennsylvania
$479K -$679 -11 -0.1%
FA
1004
Faithward Advisors
Pennsylvania
$477K – – –
SB
1005
Strategic Blueprint
Georgia
$477K +$67.8K +1,097 +15%
PCA
1006
Personal Capital Advisors
California
$475K -$111K -1,799 -18%
NC
1007
NewSquare Capital
Pennsylvania
$474K -$12.4K -200 -2%
GIA
1008
Gateway Investment Advisers
Ohio
$467K -$2.78K -45 -0.5%
STA
1009
Summit Trail Advisors
New York
$466K +$508K +8,217 New
BCM
1010
Birmingham Capital Management
Alabama
$465K – – –
BWP
1011
BSW Wealth Partners
Colorado
$465K +$61.2K +991 +14%
A
1012
Astrantus
Cyprus
$465K +$507K +8,200 New
1WA
1013
180 Wealth Advisors
Washington
$464K +$4.14K +67 +0.8%
SAMT
1014
Select Asset Management & Trust
Pennsylvania
$461K +$64K +1,036 +15%
XWM
1015
Xcel Wealth Management
Florida
$460K – – –
NW
1016
NewEdge Wealth
Pennsylvania
$460K +$242K +3,918 +94%
MBT
1017
Montecito Bank & Trust
California
$459K – – –
BEI
1018
Benjamin Edwards Inc
Missouri
$459K +$220K +3,569 +79%
GC
1019
Gilbert & Cook
Iowa
$458K +$16.6K +268 +3%
IAN
1020
Integrated Advisors Network
Texas
$458K +$127K +2,048 +34%
DSN
1021
D. Scott Neal
Kentucky
$457K – – –
GBT
1022
Grove Bank & Trust
Florida
$456K +$84.8K +1,373 +21%
GLA
1023
Good Life Advisors
Pennsylvania
$455K +$11.3K +183 +2%
CLOS
1024
Compagnie Lombard Odier SCmA
Switzerland
$454K – – –
HNWAG
1025
High Net Worth Advisory Group
Florida
$453K – – –
39 40
41
42 43