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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1026
Valmark Advisers
Ohio
$430K +$99.6K +1,630 +29%
WCM
1027
Washington Capital Management
Washington
$429K – – –
SB
1028
Strategic Blueprint
Georgia
$428K +$72.3K +1,184 +19%
AAM
1029
Augustine Asset Management
Florida
$427K -$7.03K -115 -2%
RPG
1030
Resource Planning Group
Georgia
$427K – – –
SCM
1031
Stevens Capital Management
Pennsylvania
$427K +$445K +7,291 New
SEIA
1032
Signature Estate & Investment Advisors
California
$426K -$13.1K -214 -3%
FH
1033
FWG Holdings
Florida
$426K +$25K +409 +7%
CWM
1034
Congress Wealth Management
Massachusetts
$424K +$443K +7,247 New
SAA
1035
Southeast Asset Advisors
Georgia
$422K -$12.7K -208 -3%
BWP
1036
BSW Wealth Partners
Colorado
$422K -$4.95K -81 -1%
NL
1037
NWAM LLC
Washington
$422K +$27.2K +445 +7%
PH
1038
Pinnacle Holdings
Oklahoma
$418K – – –
LI
1039
Lafayette Investments
Maryland
$418K -$611 -10 -0.1%
SAMT
1040
Select Asset Management & Trust
Pennsylvania
$416K – – –
CH
1041
Canton Hathaway
Rhode Island
$415K – – –
MCM
1042
Mill Capital Management
North Carolina
$414K +$432K +7,064 New
ST
1043
Smithfield Trust
Pennsylvania
$413K -$916 -15 -0.2%
MCWS
1044
McKinley Carter Wealth Services
West Virginia
$412K +$429K +7,030 New
ESCM
1045
Echo Street Capital Management
New York
$410K +$428K +7,000 New
ACM
1046
AUA Capital Management
Pennsylvania
$409K +$9.16K +150 +2%
VCM
1047
Vigilant Capital Management
Maine
$409K +$408K +6,677 +2,196%
ECM
1048
Evergreen Capital Management
Washington
$408K +$40.8K +667 +11%
CBT
1049
Central Bank & Trust
Kentucky
$407K +$367K +6,000 +635%
FCB
1050
First Command Bank
Texas
$406K – – –
40 41
42
43 44