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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1001
Perigon Wealth Management
California
$222K -$18.4K -599 -7%
AF
1002
Aldebaran Financial
$222K +$239K +7,759 New
SIM
1003
Sentry Investment Management
Wisconsin
$221K -$49.4K -1,606 -17%
QFA
1004
Quantum Financial Advisors
California
$221K +$237K +7,722 New
FT
1005
Fiduciary Trust
Massachusetts
$220K -$4.8K -156 -2%
SFM
1006
Systematic Financial Management
New Jersey
$219K – – –
SIC
1007
Samalin Investment Counsel
New York
$219K -$3.14K -102 -1%
SWM
1008
Selective Wealth Management
Virginia
$219K -$11.3K -367 -4%
PWP
1009
Phillips Wealth Planners
Mississippi
$219K -$137K -4,458 -36%
TFS
1010
Thoroughbred Financial Services
Tennessee
$218K +$235K +7,644 New
MWM
1011
Madison Wealth Management
Ohio
$218K – – –
CWM
1012
Centurion Wealth Management
Virginia
$218K +$234K +7,603 New
FMC
1013
First Merchants Corp
Indiana
$217K -$58.4K -1,899 -20%
KC
1014
Kingfisher Capital
North Carolina
$214K +$1.17K +38 +0.5%
JIC
1015
Johnson Investment Counsel
Ohio
$214K +$230K +7,468 New
SOS
1016
Silver Oak Securities
Tennessee
$213K -$43.5K -1,413 -16%
CCT
1017
Chemung Canal Trust
New York
$212K -$123K -3,987 -35%
MSFS
1018
Main Street Financial Solutions
Pennsylvania
$212K -$8.09K -263 -3%
ESCM
1019
Echo Street Capital Management
New York
$211K +$227K +7,385 New
GA
1020
Geller Advisors
New York
$209K -$9.5K -309 -4%
MFC
1021
Morris Financial Concepts
South Carolina
$209K – – –
1IA
1022
1620 Investment Advisors
Massachusetts
$208K -$2.06K -67 -0.9%
QCG
1023
Quadrant Capital Group
Ohio
$207K -$65K -2,113 -23%
DE
1024
Day & Ennis
Georgia
$206K – – –
HPM
1025
Hoxton Planning & Management
West Virginia
$206K +$221K +7,201 New
39 40
41
42 43