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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PHWM
1001
Pine Harbor Wealth Management
Maryland
$456K -$12K -270 -3%
SFP
1002
Shepherd Financial Partners
Massachusetts
$454K +$14.3K +321 +3%
CAMV
1003
Concord Asset Management (Virginia)
Virginia
$453K -$2.46M -55,237 -84%
PCIA
1004
Prime Capital Investment Advisors
Kansas
$453K +$2.05K +46 +0.4%
SP
1005
Successful Portfolios
Florida
$449K +$268 +6 +0.1%
EWA
1006
EverSource Wealth Advisors
Alabama
$448K +$91.7K +2,055 +25%
WC
1007
Whitney & Co
New York
$448K -$312 -7 -0.1%
BCWM
1008
Bartlett & Co Wealth Management
Ohio
$447K -$3.57K -80 -0.8%
LF
1009
Lansforsakringar Fondforvaltning
Sweden
$446K +$458K +10,273 New
BS
1010
Banco Santander
Spain
$444K +$208K +4,659 +84%
SFGP
1011
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$443K +$456K +10,214 New
CGL
1012
Clarius Group LLC
Washington
$443K -$2.01K -45 -0.4%
THCM
1013
Taylor Hoffman Capital Management
Virginia
$442K – – –
TAM
1014
Tocqueville Asset Management
New York
$440K -$24.5K -550 -5%
KSB
1015
Kennebec Savings Bank
Maine
$440K +$14K +313 +3%
LCGC
1016
Legacy Capital Group California
California
$440K -$4.46K -100 -1%
RCAG
1017
Rehmann Capital Advisory Group
Michigan
$440K +$29.6K +664 +7%
AC
1018
AXQ Capital
New Jersey
$437K +$140K +3,128 +45%
AAI
1019
American Assets Inc
California
$434K – – –
WIC
1020
Wilkins Investment Counsel
Massachusetts
$433K -$28.8K -645 -6%
NDSI
1021
Newman Dignan & Sheerar Inc
Rhode Island
$432K -$68.9K -1,544 -13%
BCM
1022
Boltwood Capital Management
California
$431K -$20.1K -450 -4%
WPW
1023
Waldron Private Wealth
Pennsylvania
$431K -$4.95K -111 -1%
JIP
1024
Jaffetilchin Investment Partners
Florida
$428K +$406K +9,099 +1,191%
HSA
1025
HBK Sorce Advisory
Pennsylvania
$427K +$87.9K +1,970 +25%
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