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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NRI
1076
NFP Retirement Inc
California
$394K -$13.2K -292 -3%
LF
1077
Lansforsakringar Fondforvaltning
Sweden
$394K -$37K -821 -9%
IFWM
1078
Institute for Wealth Management
Colorado
$392K +$19.4K +431 +5%
AWM
1079
Aprio Wealth Management
Georgia
$392K +$10.2K +226 +3%
FPWM
1080
FSB Premier Wealth Management
Iowa
$390K -$18.7K -414 -5%
AFA
1081
AA Financial Advisors
Ohio
$390K -$3.97K -88 -1%
DWT
1082
Dorsey & Whitney Trust
South Dakota
$390K -$6.94K -154 -2%
TT
1083
TI-Trust
Illinois
$389K +$7.84K +174 +2%
ES
1084
Eagle Strategies
New York
$388K -$25K -554 -6%
JSW
1085
Journey Strategic Wealth
New Jersey
$387K +$83.1K +1,843 +28%
CWS
1086
Cypress Wealth Services
California
$387K +$902 +20 +0.2%
KFGK
1087
Keystone Financial Group (Kentucky)
Kentucky
$386K -$10.4K -231 -3%
SWM
1088
Spire Wealth Management
Virginia
$385K +$1.04K +23 +0.3%
ADL
1089
Asset Dedication LLC
California
$384K +$631 +14 +0.2%
LCM
1090
Landscape Capital Management
New Jersey
$382K +$377K +8,365 New
SFA
1091
Souders Financial Advisors
Ohio
$380K +$127K +2,812 +51%
CSPIA
1092
Cary Street Partners Investment Advisory
Virginia
$379K +$80.6K +1,787 +27%
FNFDCM
1093
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$379K -$4.51K -100 -1%
WTC
1094
WhitTier Trust Company
Nevada
$377K -$1.08K -24 -0.3%
RIA
1095
Regal Investment Advisors
Michigan
$376K +$72.5K +1,608 +24%
BPA
1096
Beacon Pointe Advisors
California
$375K -$1.18M -26,247 -76%
IPWA
1097
International Private Wealth Advisors
California
$374K -$61K -1,354 -14%
1SB
1098
1ST Source Bank
Indiana
$371K -$20.9K -463 -5%
LIA
1099
LBMC Investment Advisors
Tennessee
$370K – – –
CIM
1100
CIM Investment Management
Pennsylvania
$370K -$4.15K -92 -1%
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44
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