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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1026
Guyasuta Investment Advisors
Pennsylvania
$447K -$90.1K -1,998 -17%
SAA
1027
Southeast Asset Advisors
Georgia
$446K – – –
CFGW
1028
Chancellor Financial Group WB
Pennsylvania
$446K -$9.02K -200 -2%
BWP
1029
BSW Wealth Partners
Colorado
$440K -$45.7K -1,014 -10%
5W
1030
5T Wealth
California
$439K -$45 -1 -0%
RBI
1031
Raiffeisen Bank International
Austria
$438K -$242K -5,373 -36%
BFW
1032
Brady Family Wealth
Missouri
$438K -$365K -8,087 -46%
RCAG
1033
Rehmann Capital Advisory Group
Michigan
$438K -$1.49K -33 -0.3%
WP
1034
Waycross Partners
Kentucky
$435K – – –
AL
1035
Aspiriant LLC
California
$434K -$96.3K -2,135 -18%
TPA
1036
Trivium Point Advisory
Connecticut
$434K +$84.4K +1,872 +25%
CWM
1037
Calamos Wealth Management
Illinois
$433K +$427K +9,466 New
EI
1038
Ellevest Inc
New York
$431K +$49.4K +1,096 +13%
RF
1039
Roxbury Financial
New Jersey
$431K +$3.7K +82 +0.9%
LA
1040
LVW Advisors
New York
$430K -$676 -15 -0.2%
TFA
1041
Toth Financial Advisory
Virginia
$429K +$3.2K +71 +0.8%
CFSG
1042
Clark Financial Services Group
Missouri
$429K +$38.1K +845 +10%
GRQ
1043
Gardner Russo & Quinn
Pennsylvania
$428K +$3.38K +75 +0.8%
GIP
1044
Greatmark Investment Partners
Georgia
$426K +$947 +21 +0.2%
MYLI
1045
Meiji Yasuda Life Insurance
Japan
$425K +$419K +9,303 New
MIM
1046
MTM Investment Management
South Carolina
$425K +$1.58K +35 +0.4%
GFA
1047
Gallagher Fiduciary Advisors
Illinois
$424K -$369K -8,193 -47%
CCG
1048
Cypress Capital Group
Florida
$421K – – –
MSFS
1049
Main Street Financial Solutions
Pennsylvania
$418K +$107K +2,367 +35%
HWA
1050
HHM Wealth Advisors
Tennessee
$418K +$8.75K +194 +2%
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