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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFW
1051
Brady Family Wealth
Missouri
$471K – – –
LA
1052
LVW Advisors
New York
$469K +$5.43K +118 +1%
WP
1053
Waycross Partners
Kentucky
$469K – – –
VNA
1054
Valley National Advisers
Pennsylvania
$466K +$38.5K +835 +10%
TCA
1055
Transcend Capital Advisors
New Jersey
$463K -$19.2K -417 -4%
CFMC
1056
Curbstone Financial Management Corp
New Hampshire
$461K +$431K +9,364 New
GIP
1057
Greatmark Investment Partners
Georgia
$460K +$921 +20 +0.2%
KCM
1058
Kathmere Capital Management
Pennsylvania
$458K +$218K +4,744 +104%
FMN
1059
Financial Management Network
California
$456K +$4.65K +101 +1%
CIAM
1060
Caitong International Asset Management
Hong Kong
$456K +$427K +9,266 New
CCG
1061
Cypress Capital Group
Florida
$454K +$461 +10 +0.1%
MIM
1062
MTM Investment Management
South Carolina
$453K -$4.33K -94 -1%
CRI
1063
Colonial River Investments
Virginia
$449K +$10.5K +229 +3%
PL
1064
Parthenon LLC
Kentucky
$448K – – –
HI
1065
Harbour Investments
Wisconsin
$448K +$123K +2,663 +41%
EHC
1066
Everett Harris & Co
California
$447K – – –
HCM
1067
Howard Capital Management
Georgia
$446K +$2.21K +48 +0.5%
GFA
1068
Gallagher Fiduciary Advisors
Illinois
$446K -$10.2K -221 -2%
WSA
1069
Wealth Science Advisors
Georgia
$444K +$415K +9,015 New
RBI
1070
Raiffeisen Bank International
Austria
$443K -$28.1K -611 -6%
CAAM
1071
Cornerstone Advisors Asset Management
Pennsylvania
$442K +$3.45K +75 +0.8%
FRM
1072
Fox Run Management
Connecticut
$442K -$1.49M -32,457 -78%
DWT
1073
Dorsey & Whitney Trust
South Dakota
$442K +$20.9K +454 +5%
RW
1074
Rede Wealth
Virginia
$442K +$413K +8,975 New
BSTWA
1075
Blake Schutter Theil Wealth Advisors
Ohio
$440K +$6.86K +149 +2%
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43
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