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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1026
Transcend Capital Advisors
New Jersey
$449K +$71.5K +1,585 +19%
GIA
1027
Guyasuta Investment Advisors
Pennsylvania
$447K -$90.1K -1,998 -17%
SAA
1028
Southeast Asset Advisors
Georgia
$446K – – –
CFGW
1029
Chancellor Financial Group WB
Pennsylvania
$446K -$9.02K -200 -2%
BWP
1030
BSW Wealth Partners
Colorado
$440K -$45.7K -1,014 -10%
5W
1031
5T Wealth
California
$439K -$45 -1 -0%
RBI
1032
Raiffeisen Bank International
Austria
$438K -$242K -5,373 -36%
BFW
1033
Brady Family Wealth
Missouri
$438K -$365K -8,087 -46%
RCAG
1034
Rehmann Capital Advisory Group
Michigan
$438K -$1.49K -33 -0.3%
WP
1035
Waycross Partners
Kentucky
$435K – – –
AL
1036
Aspiriant LLC
California
$434K -$96.3K -2,135 -18%
TPA
1037
Trivium Point Advisory
Connecticut
$434K +$84.4K +1,872 +25%
CWM
1038
Calamos Wealth Management
Illinois
$433K +$427K +9,466 New
EI
1039
Ellevest Inc
New York
$431K +$49.4K +1,096 +13%
RF
1040
Roxbury Financial
New Jersey
$431K +$3.7K +82 +0.9%
LA
1041
LVW Advisors
New York
$430K -$676 -15 -0.2%
TFA
1042
Toth Financial Advisory
Virginia
$429K +$3.2K +71 +0.8%
CFSG
1043
Clark Financial Services Group
Missouri
$429K +$38.1K +845 +10%
GRQ
1044
Gardner Russo & Quinn
Pennsylvania
$428K +$3.38K +75 +0.8%
GIP
1045
Greatmark Investment Partners
Georgia
$426K +$947 +21 +0.2%
MYLI
1046
Meiji Yasuda Life Insurance
Japan
$425K +$419K +9,303 New
MIM
1047
MTM Investment Management
South Carolina
$425K +$1.58K +35 +0.4%
GFA
1048
Gallagher Fiduciary Advisors
Illinois
$424K -$369K -8,193 -47%
CCG
1049
Cypress Capital Group
Florida
$421K – – –
MSFS
1050
Main Street Financial Solutions
Pennsylvania
$418K +$107K +2,367 +35%
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