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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MFP
1051
Meridian Financial Partners
Virginia
$350K – – –
MIA
1052
MainStreet Investment Advisors
Illinois
$350K +$100K +1,796 +43%
AWA
1053
Arkadios Wealth Advisors
Georgia
$347K -$25.3K -452 -7%
EI
1054
Ellevest Inc
New York
$344K +$92.3K +1,652 +39%
MHC
1055
Meyer Handelman Company
New York
$340K – – –
HFP
1056
Holistic Financial Partners
Indiana
$339K -$8.16K -146 -2%
RTC
1057
Riverview Trust Company
Washington
$339K – – –
EWM
1058
EPG Wealth Management
Georgia
$338K +$32.1K +575 +11%
BAM
1059
Belpointe Asset Management
Nevada
$337K -$111K -1,978 -26%
WI
1060
WrapManager Inc
California
$337K +$322K +5,754 New
TW
1061
TrinityPoint Wealth
Connecticut
$335K +$335 +6 +0.1%
AWAP
1062
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$335K +$17.8K +319 +6%
VA
1063
Valmark Advisers
Ohio
$335K +$20.2K +362 +7%
HI
1064
Hudock Inc
Pennsylvania
$333K -$6.59K -118 -2%
PI
1065
Putnam Investments
Massachusetts
$333K – – –
PFGIA
1066
Patriot Financial Group Insurance Agency
Massachusetts
$332K +$39.4K +705 +14%
HFM
1067
Hartford Financial Management
Connecticut
$330K +$4.69K +84 +2%
EWM
1068
Evercore Wealth Management
New York
$327K -$1.23K -22 -0.4%
PIMG
1069
Patriot Investment Management Group
Tennessee
$327K +$4.08K +73 +1%
TAM
1070
Townsend Asset Management
North Carolina
$325K -$6.04K -108 -2%
OC
1071
Oakworth Capital
Alabama
$321K +$10.1K +181 +3%
FNBT
1072
FineMark National Bank & Trust
Florida
$320K -$69.1K -1,236 -18%
WPC
1073
White Pine Capital
Minnesota
$320K – – –
PCP
1074
Proficio Capital Partners
Massachusetts
$318K -$61.2K -1,096 -17%
PWM
1075
PBMares Wealth Management
Virginia
$318K -$47.5K -850 -14%
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43
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