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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
1101
McKinley Carter Wealth Services
West Virginia
$417K +$5.36K +109 +1%
BFO
1102
Biltmore Family Office
North Carolina
$417K -$49.2K -1,000 -11%
BPAMU
1103
BTG Pactual Asset Management US
New York
$417K +$152K +3,096 +59%
HSA
1104
HBK Sorce Advisory
Pennsylvania
$417K -$72.3K -1,469 -16%
SWM
1105
Spire Wealth Management
Virginia
$417K +$3.2K +65 +0.8%
OBWA
1106
Oak Barrel Wealth Advisory
Virginia
$416K +$411K +8,354 New
ALAM
1107
Asahi Life Asset Management
Japan
$415K -$19.7K -400 -5%
PCMNC
1108
Piedmont Capital Management (North Carolina)
North Carolina
$414K -$216K -4,382 -35%
CNBT
1109
Canandaigua National Bank & Trust
New York
$414K +$409K +8,308 New
TC
1110
TAGStone Capital
North Carolina
$412K +$130K +2,648 +47%
CCP
1111
Cassia Capital Partners
North Carolina
$411K – – –
HKIM
1112
Hayek Kallen Investment Management
Alabama
$411K – – –
AAM
1113
Advisors Asset Management
Colorado
$409K -$472K -9,590 -54%
BBA
1114
Baader Bank Aktiengesellschaft
Germany
$407K -$20.3K -413 -5%
LIA
1115
LBMC Investment Advisors
Tennessee
$407K +$3.05K +62 +0.8%
CAG
1116
Crestwood Advisors Group
Massachusetts
$405K +$147K +2,998 +58%
CW
1117
CreativeOne Wealth
Kansas
$405K -$143K -2,913 -26%
IFWM
1118
Institute for Wealth Management
Colorado
$404K -$7.33K -149 -2%
ES
1119
Eagle Strategies
New York
$404K +$3.89K +79 +1%
IP
1120
Indivisible Partners
Florida
$404K +$184K +3,749 +86%
PCM
1121
Parsons Capital Management
Rhode Island
$404K +$399K +8,101 New
GFA
1122
Gallagher Fiduciary Advisors
Illinois
$403K +$26.8K +544 +7%
OL
1123
Odyssean LLC
Connecticut
$403K – – –
HWA
1124
HHM Wealth Advisors
Tennessee
$402K -$1.57K -32 -0.4%
SWM
1125
Silverlake Wealth Management
Vermont
$401K +$39.7K +808 +11%
43 44
45
46 47