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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1001
Wilkins Investment Counsel
Massachusetts
$429K – – –
CFGW
1002
Chancellor Financial Group WB
Pennsylvania
$428K +$60.6K +1,550 +18%
PPWM
1003
Paragon Private Wealth Management
Kentucky
$424K +$102K +2,604 +36%
SFS
1004
Sowell Financial Services
Arkansas
$424K +$6.5K +166 +2%
HSA
1005
HBK Sorce Advisory
Pennsylvania
$423K -$109K -2,778 -22%
SAG
1006
SageView Advisory Group
California
$421K +$82.6K +2,110 +29%
SFGP
1007
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$421K +$509 +13 +0.1%
SAA
1008
Southeast Asset Advisors
Georgia
$420K – – –
FDS
1009
First Dallas Securities
Texas
$416K +$67.1K +1,714 +22%
RCAG
1010
Rehmann Capital Advisory Group
Michigan
$413K -$29.4K -751 -7%
5W
1011
5T Wealth
California
$413K +$7.67K +196 +2%
IPWA
1012
International Private Wealth Advisors
California
$410K -$10.1K -258 -3%
WP
1013
Waycross Partners
Kentucky
$409K +$373K +9,525 New
KSB
1014
Kennebec Savings Bank
Maine
$409K -$17.5K -447 -4%
CI
1015
CX Institutional
Indiana
$407K +$50.5K +1,290 +16%
LF
1016
Lansforsakringar Fondforvaltning
Sweden
$405K -$11.8K -301 -3%
LA
1017
LVW Advisors
New York
$405K -$118K -3,021 -24%
CRI
1018
Colonial River Investments
Virginia
$405K +$14K +357 +4%
RF
1019
Roxbury Financial
New Jersey
$402K -$18.3K -467 -5%
BPW
1020
Bingham Private Wealth
California
$401K -$32.2K -824 -8%
TFA
1021
Toth Financial Advisory
Virginia
$401K +$4.77K +122 +1%
GIP
1022
Greatmark Investment Partners
Georgia
$400K +$16.6K +423 +5%
PPC
1023
Park Place Capital
Alabama
$399K -$21.8K -558 -6%
GRQ
1024
Gardner Russo & Quinn
Pennsylvania
$399K -$16.1K -412 -4%
MIM
1025
MTM Investment Management
South Carolina
$398K +$626 +16 +0.2%
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