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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
1026
Compagnie Lombard Odier SCmA
Switzerland
$379K – – –
HNWAG
1027
High Net Worth Advisory Group
Florida
$379K – – –
EWM
1028
EPG Wealth Management
Georgia
$378K +$393K +7,965 New
AIP
1029
Almanack Investment Partners
Pennsylvania
$376K +$197K +4,000 +102%
PWPS
1030
Pinnacle Wealth Planning Services
Ohio
$374K -$101K -2,053 -21%
HSA
1031
HBK Sorce Advisory
Pennsylvania
$371K -$111K -2,246 -22%
FNFDCM
1032
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$371K +$9.86K +200 +3%
AC
1033
ASB Consultores
Florida
$369K +$78.6K +1,594 +26%
WWMSC
1034
Wagner Wealth Management (South Carolina)
South Carolina
$368K +$1.28K +26 +0.3%
1W
1035
1776 Wealth
Georgia
$368K +$382K +7,750 New
FPAS
1036
Focus Partners Advisor Solutions
Missouri
$367K -$68.8K -1,394 -15%
P
1037
&Partners
Tennessee
$367K +$789 +16 +0.2%
SFM
1038
Systematic Financial Management
New Jersey
$363K – – –
GAM
1039
Gemmer Asset Management
California
$361K +$1.04K +21 +0.3%
NGA
1040
Naples Global Advisors
Florida
$361K +$1.58K +32 +0.4%
EHAM
1041
Eagle Harbor Asset Management
Washington
$360K +$83.4K +1,692 +29%
FPS
1042
Fieldpoint Private Securities
Connecticut
$359K +$15.6K +317 +4%
AWA
1043
Arete Wealth Advisors
Illinois
$358K +$23.9K +484 +7%
DE
1044
Day & Ennis
Georgia
$356K -$1.92K -39 -0.5%
BAM
1045
Blueshift Asset Management
New Jersey
$355K -$6.13M -124,235 -94%
LOAMS
1046
Lombard Odier Asset Management (Switzerland)
Switzerland
$353K +$367K +7,449 New
VA
1047
Valmark Advisers
Ohio
$350K -$2.32K -47 -0.6%
AW
1048
ACG Wealth
Georgia
$349K +$9.07K +184 +3%
RTC
1049
Riverview Trust Company
Washington
$349K +$61.7K +1,252 +20%
WCM
1050
Washington Capital Management
Washington
$347K – – –
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