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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1051
Lafayette Investments
Maryland
$254K – – –
MW
1052
Marcum Wealth
Ohio
$254K +$240K +5,310 New
TAM
1053
Tocqueville Asset Management
New York
$253K -$2.13K -47 -0.9%
PMG
1054
ProVise Management Group
Florida
$253K +$239K +5,275 New
HI
1055
Hudock Inc
Pennsylvania
$250K +$160K +3,540 +209%
GEA
1056
Glen Eagle Advisors
New Jersey
$249K -$2.99K -66 -1%
OC
1057
Oakworth Capital
Alabama
$248K +$40.8K +901 +21%
ZB
1058
Zions Bancorporation
Utah
$248K +$96.7K +2,136 +70%
ACP
1059
Aviance Capital Partners
Florida
$248K +$235K +5,180 New
PWM
1060
PBMares Wealth Management
Virginia
$244K -$22.9K -505 -9%
TIA
1061
Tiemann Investment Advisors
California
$244K -$9.87K -218 -4%
YWP
1062
YorkBridge Wealth Partners
New York
$244K +$231K +5,093 New
SWA
1063
Sutton Wealth Advisors
Florida
$242K +$996 +22 +0.4%
CCA
1064
Cobblestone Capital Advisors
New York
$242K -$25.6K -566 -10%
WCA
1065
Windsor Creek Advisors
Vermont
$240K -$28.9K -638 -11%
CLOS
1066
Compagnie Lombard Odier SCmA
Switzerland
$240K -$16.3K -360 -7%
SA
1067
Stewardship Advisors
Pennsylvania
$240K -$9.05K -200 -4%
TI
1068
Tidal Investments
Wisconsin
$237K +$224K +4,944 New
HA
1069
HC Advisors
Georgia
$237K +$224K +4,952 New
AIP
1070
Almanack Investment Partners
Pennsylvania
$234K +$15.8K +349 +8%
XF
1071
XML Financial
Maryland
$229K +$216K +4,767 New
T
1072
TOBAM
France
$228K +$47.2K +1,043 +28%
MF
1073
Manchester Financial
California
$227K – – –
MIA
1074
MainStreet Investment Advisors
Illinois
$227K +$214K +4,727 New
RW
1075
Rede Wealth
Virginia
$227K +$1.38M +30,404 New
41 42
43
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