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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFMC
1051
Curbstone Financial Management Corp
New Hampshire
$426K -$8.65K -140 -2%
HLOC
1052
H.L. Ormond & Company
North Carolina
$426K -$2.78K -45 -0.6%
AAM
1053
Augustine Asset Management
Florida
$425K +$12.5K +203 +3%
FPWM
1054
FSB Premier Wealth Management
Iowa
$424K -$40.8K -660 -7%
CCA
1055
Cobblestone Capital Advisors
New York
$423K -$12.5K -203 -3%
VA
1056
Valmark Advisers
Ohio
$421K +$5.13K +83 +1%
TC
1057
Titleist Capital
Texas
$417K +$30.8K +498 +7%
WCM
1058
Washington Capital Management
Washington
$415K – – –
RPG
1059
Resource Planning Group
Georgia
$414K – – –
LI
1060
LMCG Investments
Massachusetts
$413K +$450K +7,292 New
FLI
1061
Family Legacy Inc
South Carolina
$411K -$1.24K -20 -0.3%
ST
1062
Smithfield Trust
Pennsylvania
$411K +$14.1K +229 +3%
FPS
1063
Fieldpoint Private Securities
Connecticut
$411K +$24K +389 +6%
WWM
1064
Western Wealth Management
Colorado
$410K -$38.6K -625 -8%
SAA
1065
Southeast Asset Advisors
Georgia
$409K +$124 +2 +0%
EI
1066
Ellevest Inc
New York
$409K +$21.6K +350 +5%
AW
1067
ACG Wealth
Georgia
$407K -$42.6K -689 -9%
FFA
1068
First Foundation Advisors
California
$407K +$151K +2,451 +52%
T
1069
TCWP
Ohio
$406K +$24.7K +400 +6%
PH
1070
Pinnacle Holdings
Oklahoma
$405K – – –
LI
1071
Lafayette Investments
Maryland
$405K – – –
CH
1072
Canton Hathaway
Rhode Island
$401K – – –
AWA
1073
Arete Wealth Advisors
Illinois
$401K +$54.2K +877 +14%
ACM
1074
AUA Capital Management
Pennsylvania
$396K – – –
RWM
1075
Ritholtz Wealth Management
New York
$393K +$99.9K +1,617 +30%
41 42
43
44 45