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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
T
1076
TOBAM
France
$299K – – –
LAS
1077
LWM Advisory Services
Florida
$297K +$58K +1,206 +21%
MSFS
1078
Main Street Financial Solutions
Pennsylvania
$296K -$134K -2,786 -29%
SVWAG
1079
Sound View Wealth Advisors Group
Georgia
$295K +$2.94K +61 +0.9%
AFM
1080
Andesa Financial Management
Pennsylvania
$293K +$43.7K +909 +16%
MMM
1081
Mendel Money Management
Illinois
$290K +$9.14K +190 +3%
CSWM
1082
Cassady Schiller Wealth Management
Ohio
$287K +$20.6K +429 +7%
AFS
1083
Annapolis Financial Services
Maryland
$286K +$16.5K +343 +6%
BFM
1084
Boothbay Fund Management
New York
$286K +$316K +6,578 New
CA
1085
Carson Advisory
Georgia
$285K -$9.57K -199 -3%
PFWA
1086
Paces Ferry Wealth Advisors
Georgia
$285K -$625 -13 -0.2%
JSC
1087
Jackson Square Capital
California
$285K – – –
Q
1088
QVR
California
$285K +$125K +2,607 +66%
CH
1089
Canton Hathaway
Rhode Island
$284K -$27.2K -565 -8%
FDCDDQ
1090
Federation des caisses Desjardins du Quebec
Quebec, Canada
$284K +$20K +415 +7%
BMC
1091
Benin Management Corp
Connecticut
$283K -$2.41K -50 -0.8%
HFS
1092
Horizon Financial Services
North Carolina
$283K – – –
MBT
1093
Montecito Bank & Trust
California
$282K -$35.1K -729 -10%
OAM
1094
Occidental Asset Management
California
$282K – – –
KMWM
1095
Keudell/Morrison Wealth Management
Oregon
$281K +$35.4K +736 +13%
WJWM
1096
Williams Jones Wealth Management
New York
$280K -$29.9K -622 -9%
AAS
1097
Ameritas Advisory Services
Nebraska
$279K +$13.5K +281 +5%
MFP
1098
Meridian Financial Partners
Virginia
$279K +$35.7K +742 +13%
CPO
1099
Cerity Partners OCIO
New York
$277K -$25.2K -524 -8%
FAM
1100
Formidable Asset Management
Ohio
$277K – – –
42 43
44
45 46