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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1026
Insigneo Advisory Services
Florida
$325K +$126K +2,890 +43%
ESB
1027
Essex Savings Bank
Connecticut
$324K -$19.2K -440 -4%
SCM
1028
Shelton Capital Management
Colorado
$324K +$45.1K +1,034 +12%
SAM
1029
Summit Asset Management
Tennessee
$322K -$3.88K -89 -0.9%
SAA
1030
Southeast Asset Advisors
Georgia
$322K +$131 +3 +0%
PBO
1031
Peoples Bank (Ohio)
Ohio
$321K -$8.73K -200 -2%
FS
1032
Ferguson Shapiro
Georgia
$319K – – –
EHC
1033
Everett Harris & Co
California
$319K – – –
RWB
1034
RMR Wealth Builders
New Jersey
$318K – – –
NRI
1035
NFP Retirement Inc
California
$317K +$349 +8 +0.1%
FA
1036
Fiducient Advisors
Illinois
$315K +$1.35K +31 +0.3%
AWAP
1037
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$314K +$59.8K +1,371 +17%
AFP
1038
Alpha Financial Partners
Kentucky
$314K +$402K +9,211 New
SPC
1039
Sigma Planning Corp
Michigan
$313K +$38.5K +881 +11%
PWPS
1040
Pinnacle Wealth Planning Services
Ohio
$312K +$26.6K +609 +7%
PIA
1041
Pinion Investment Advisors
Kansas
$312K +$49.7K +1,139 +14%
TCMP
1042
Thrive Capital Management (Pennsylvania)
Pennsylvania
$312K +$68.4K +1,566 +20%
HFG
1043
Heron Financial Group
New York
$311K +$398K +9,128 New
PL
1044
Parthenon LLC
Kentucky
$311K – – –
HKIM
1045
Hayek Kallen Investment Management
Alabama
$309K – – –
RF
1046
Rollins Financial
Georgia
$309K +$27.2K +622 +7%
CWM
1047
Curi Wealth Management
North Carolina
$305K -$1.54M -35,284 -80%
EWM
1048
Evermay Wealth Management
Virginia
$303K -$60.2K -1,378 -13%
NFA
1049
Northern Financial Advisors
Michigan
$303K -$26.8K -613 -6%
SIM
1050
Sentry Investment Management
Wisconsin
$303K +$183K +4,187 +89%
40 41
42
43 44