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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
1001
BLB&B Advisors
Pennsylvania
$454K +$18.7K +420 +4%
FMP
1002
Financial Management Professionals
Texas
$453K +$14.4K +324 +3%
IC
1003
Iconiq Capital
California
$452K +$86.5K +1,942 +21%
LI
1004
LifeWealth Investments
Florida
$452K +$163K +3,657 +50%
FSA
1005
Franklin Street Advisors
North Carolina
$451K – – –
AWAP
1006
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$450K +$6.42K +144 +1%
EWA
1007
EverSource Wealth Advisors
Alabama
$450K +$27K +605 +6%
MW
1008
MBL Wealth
North Carolina
$448K +$140K +3,141 +41%
PCA
1009
Pallas Capital Advisors
Massachusetts
$447K +$75.5K +1,695 +19%
PL
1010
Perpetual Ltd
Australia
$447K – – –
VP
1011
Verum Partners
North Carolina
$443K +$8.96K +201 +2%
SAM
1012
Shell Asset Management
Netherlands
$443K +$43.3K +971 +10%
PWM
1013
Perigon Wealth Management
California
$440K -$6.46K -145 -1%
RIL
1014
Rothschild Investment LLC
Illinois
$439K -$10.7M -239,899 -96%
RS
1015
R Squared
Hong Kong
$437K +$473K +10,610 New
WIS
1016
Wright Investors Service
Connecticut
$436K -$46.2K -1,036 -9%
CW
1017
CreativeOne Wealth
Kansas
$435K +$140K +3,136 +42%
AC
1018
Allstate Corporation
Illinois
$434K -$1.32M -29,696 -74%
VA
1019
Valmark Advisers
Ohio
$433K -$2.36K -53 -0.5%
PHWM
1020
Pine Harbor Wealth Management
Maryland
$432K – – –
WCA
1021
Westover Capital Advisors
Delaware
$431K -$78.1K -1,752 -14%
PA
1022
Parallel Advisors
California
$428K -$27.1K -609 -6%
RCAG
1023
Rehmann Capital Advisory Group
Michigan
$426K +$10.2K +229 +2%
SP
1024
Successful Portfolios
Florida
$426K +$312 +7 +0.1%
SSWM
1025
Smith Salley Wealth Management
North Carolina
$426K +$45.2K +1,015 +11%
39 40
41
42 43