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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FPWM
1051
FSB Premier Wealth Management
Iowa
$397K -$39.8K -892 -9%
AL
1052
Aspiriant LLC
California
$397K +$491 +11 +0.1%
EHC
1053
Everett Harris & Co
California
$396K – – –
LSAG
1054
Lake Street Advisors Group
New Hampshire
$396K +$937 +21 +0.2%
KMWM
1055
Keudell/Morrison Wealth Management
Oregon
$395K -$56.7K -1,270 -12%
CA
1056
Continuum Advisory
Idaho
$394K +$43.7K +980 +12%
AT
1057
Arlington Trust
Alabama
$394K – – –
CWC
1058
Carolinas Wealth Consulting
North Carolina
$393K -$72.6K -1,626 -15%
IC
1059
Iconiq Capital
California
$393K +$404K +9,051 New
CB
1060
CNB Bank
Pennsylvania
$392K -$88.1K -1,974 -18%
HKIM
1061
Hayek Kallen Investment Management
Alabama
$392K – – –
FPL
1062
Fortress Private Ledger
North Carolina
$391K +$402K +9,013 New
CCMG
1063
Clark Capital Management Group
Pennsylvania
$390K +$23.6K +529 +6%
WTC
1064
WhitTier Trust Company
Nevada
$388K -$14.4K -323 -3%
HWA
1065
HHM Wealth Advisors
Tennessee
$387K +$4.24K +95 +1%
DS
1066
DRW Securities
Illinois
$387K -$5.06M -113,395 -93%
HCM
1067
Howard Capital Management
Georgia
$382K +$20.3K +454 +5%
MCC
1068
Malaga Cove Capital
California
$382K -$4.91K -110 -1%
QC
1069
Quantessence Capital
New York
$380K +$391K +8,766 New
IPWA
1070
International Private Wealth Advisors
California
$380K +$6.87K +154 +2%
EI
1071
Ellevest Inc
New York
$379K -$54.7K -1,225 -12%
HR
1072
Hardy Reed
Mississippi
$379K +$133K +2,980 +52%
CCA
1073
Cobblestone Capital Advisors
New York
$379K -$237K -5,310 -38%
SWM
1074
Selective Wealth Management
Virginia
$375K – – –
DAS
1075
Diversify Advisory Services
Utah
$374K +$390K +8,749 New
41 42
43
44 45