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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1076
Ballew Advisors
Mississippi
$322K – – –
CA
1077
Carson Advisory
Georgia
$320K +$9.86K +200 +3%
EI
1078
Ellevest Inc
New York
$319K -$23.9K -485 -7%
1IA
1079
1620 Investment Advisors
Massachusetts
$319K +$10.7K +216 +3%
SVWAG
1080
Sound View Wealth Advisors Group
Georgia
$319K +$24.5K +497 +8%
FMLI
1081
Fukoku Mutual Life Insurance
Japan
$318K – – –
PWMAG
1082
Pinnacle Wealth Management Advisory Group
New Jersey
$317K +$119K +2,414 +57%
VC
1083
Veracity Capital
Georgia
$315K +$15.5K +314 +5%
TA
1084
TrueWealth Advisors
Alabama
$315K +$145K +2,941 +80%
DS
1085
DRW Securities
Illinois
$314K +$327K +6,623 New
HC
1086
Hamilton Capital
Ohio
$313K +$27.4K +555 +9%
BMC
1087
Benin Management Corp
Connecticut
$311K -$1.48K -30 -0.5%
PFWA
1088
Paces Ferry Wealth Advisors
Georgia
$311K +$8.14K +165 +3%
SOS
1089
Silver Oak Securities
Tennessee
$311K +$15.5K +314 +5%
JSC
1090
Jackson Square Capital
California
$310K -$219K -4,442 -40%
T
1091
TCWP
Ohio
$310K -$31K -629 -9%
HLOC
1092
H.L. Ormond & Company
North Carolina
$309K -$50.3K -1,019 -14%
FFA
1093
First Foundation Advisors
California
$308K -$34.2K -693 -10%
HFS
1094
Horizon Financial Services
North Carolina
$308K – – –
MMM
1095
Mendel Money Management
Illinois
$307K -$7.15K -145 -2%
OAM
1096
Occidental Asset Management
California
$307K – – –
CCB
1097
Country Club Bank
Missouri
$304K – – –
VCM
1098
Vigilant Capital Management
Maine
$304K – – –
AAM
1099
Augustine Asset Management
Florida
$303K -$54.7K -1,110 -15%
CWA
1100
Centennial Wealth Advisory
Michigan
$303K +$109K +2,219 +53%
42 43
44
45 46