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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1001
Evercore Wealth Management
New York
$493K -$57.1K -1,155 -10%
KSB
1002
Kennebec Savings Bank
Maine
$492K -$3.06K -62 -0.6%
RPGK
1003
Retirement Planning Group (Kansas)
Kansas
$490K +$14.6K +295 +3%
TC
1004
TwinBeech Capital
New York
$489K +$123K +2,492 +31%
SFS
1005
Sowell Financial Services
Arkansas
$488K -$50.1K -1,013 -9%
FG
1006
Fiduciary Group
Georgia
$487K – – –
CPIG
1007
Chicago Partners Investment Group
Illinois
$483K +$53.9K +1,090 +13%
FCB
1008
First County Bank
Connecticut
$483K -$202K -4,086 -28%
KMWM
1009
Keudell/Morrison Wealth Management
Oregon
$482K -$13.6K -275 -3%
KFGK
1010
Keystone Financial Group (Kentucky)
Kentucky
$481K +$98.6K +1,996 +24%
EC
1011
EntryPoint Capital
New York
$474K – – –
BWP
1012
BSW Wealth Partners
Colorado
$472K +$32.8K +663 +7%
SP
1013
Successful Portfolios
Florida
$471K +$1.04K +21 +0.2%
CF
1014
Centaurus Financial
California
$471K +$21.7K +439 +4%
SF
1015
Symphony Financial
Texas
$470K -$23.5K -475 -4%
PHWM
1016
Pine Harbor Wealth Management
Maryland
$469K – – –
TBA
1017
Tower Bridge Advisors
Pennsylvania
$468K +$117K +2,370 +30%
FMN
1018
Financial Management Network
California
$468K +$3.75K +76 +0.8%
MAV
1019
Mason & Associates (Virginia)
Virginia
$466K – – –
WIS
1020
Wright Investors Service
Connecticut
$465K +$2.82K +57 +0.6%
SIP
1021
Stoneridge Investment Partners
Pennsylvania
$463K +$498K +10,080 New
AT
1022
Avalon Trust
New Mexico
$463K +$64K +1,295 +15%
GA
1023
Greenspring Advisors
Maryland
$462K -$35.7K -723 -7%
CCWM
1024
Cassaday & Co Wealth Management
Virginia
$460K -$17.8K -361 -3%
THCM
1025
Taylor Hoffman Capital Management
Virginia
$460K – – –
39 40
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42 43