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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RPG
1026
Resource Planning Group
Georgia
$427K – – –
SCM
1027
Stevens Capital Management
Pennsylvania
$427K +$445K +7,291 New
SEIA
1028
Signature Estate & Investment Advisors
California
$426K -$13.1K -214 -3%
FH
1029
FWG Holdings
Florida
$426K +$25K +409 +7%
CWM
1030
Congress Wealth Management
Massachusetts
$424K +$443K +7,247 New
SAA
1031
Southeast Asset Advisors
Georgia
$422K -$12.7K -208 -3%
BWP
1032
BSW Wealth Partners
Colorado
$422K -$4.95K -81 -1%
NL
1033
NWAM LLC
Washington
$422K +$27.2K +445 +7%
PH
1034
Pinnacle Holdings
Oklahoma
$418K – – –
LI
1035
Lafayette Investments
Maryland
$418K -$611 -10 -0.1%
SAMT
1036
Select Asset Management & Trust
Pennsylvania
$416K – – –
CH
1037
Canton Hathaway
Rhode Island
$415K – – –
MCM
1038
Mill Capital Management
North Carolina
$414K +$432K +7,064 New
ST
1039
Smithfield Trust
Pennsylvania
$413K -$916 -15 -0.2%
MCWS
1040
McKinley Carter Wealth Services
West Virginia
$412K +$429K +7,030 New
ESCM
1041
Echo Street Capital Management
New York
$410K +$428K +7,000 New
ACM
1042
AUA Capital Management
Pennsylvania
$409K +$9.16K +150 +2%
VCM
1043
Vigilant Capital Management
Maine
$409K +$408K +6,677 +2,196%
ECM
1044
Evergreen Capital Management
Washington
$408K +$40.8K +667 +11%
CBT
1045
Central Bank & Trust
Kentucky
$407K +$367K +6,000 +635%
FCB
1046
First Command Bank
Texas
$406K – – –
WDC
1047
Woodward Diversified Capital
California
$405K +$50K +819 +13%
IFA
1048
Index Fund Advisors
California
$405K +$422K +6,912 New
SHA
1049
Seneca House Advisors
Virginia
$403K +$794 +13 +0.2%
IA
1050
IFG Advisory
Georgia
$402K +$40.8K +668 +11%
40 41
42
43 44