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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
1076
Hudson Valley Investment Advisors
New York
$207K -$94.8K -3,051 -31%
SJL
1077
Shayne & Jacobs LLC
Tennessee
$207K – – –
HWA
1078
Heartwood Wealth Advisors
Virginia
$206K -$93 -3 -0%
MMM
1079
Mendel Money Management
Illinois
$204K – – –
SC
1080
Scotia Capital
Ontario, Canada
$204K +$208K +6,711 New
APC
1081
Aspire Private Capital
North Carolina
$202K +$16.6K +534 +9%
RBC
1082
Romano Brothers & Co
Illinois
$202K – – –
BWP
1083
Baldwin Wealth Partners
Massachusetts
$199K – – –
EL
1084
EMFO LLC
Florida
$192K – – –
AFS
1085
Annapolis Financial Services
Maryland
$189K – – –
CSWM
1086
Cassady Schiller Wealth Management
Ohio
$187K – – –
IGWM
1087
ICA Group Wealth Management
Colorado
$186K -$12.2K -394 -6%
AA
1088
AlphaMark Advisors
Kentucky
$182K – – –
CG
1089
Cutler Group
California
$180K -$1.12M -36,146 -86%
PA
1090
Parallel Advisors
California
$180K -$31.7K -1,021 -15%
CFGS
1091
Concourse Financial Group Securities
Alabama
$170K -$17.9K -577 -9%
FMP
1092
Financial Management Professionals
Texas
$168K +$13K +419 +8%
HWA
1093
HHM Wealth Advisors
Tennessee
$168K – – –
SWM
1094
Sugarloaf Wealth Management
Georgia
$167K -$20.9K -672 -11%
CBT
1095
Central Bank & Trust
Kentucky
$167K – – –
HFM
1096
Hartford Financial Management
Connecticut
$166K – – –
LC
1097
Lindbrook Capital
California
$162K -$23.9K -768 -13%
HI
1098
Harbour Investments
Wisconsin
$162K +$11K +355 +7%
KTC
1099
Kistler-Tiffany Companies
Pennsylvania
$161K +$76.7K +2,471 +87%
RFA
1100
Resurgent Financial Advisors
Georgia
$150K -$60.9K -1,962 -28%
42 43
44
45 46