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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1101
Occidental Asset Management
California
$282K – – –
KMWM
1102
Keudell/Morrison Wealth Management
Oregon
$281K +$35.4K +736 +13%
WJWM
1103
Williams Jones Wealth Management
New York
$280K -$29.9K -622 -9%
AAS
1104
Ameritas Advisory Services
Nebraska
$279K +$13.5K +281 +5%
MFP
1105
Meridian Financial Partners
Virginia
$279K +$35.7K +742 +13%
CPO
1106
Cerity Partners OCIO
New York
$277K -$25.2K -524 -8%
FAM
1107
Formidable Asset Management
Ohio
$277K – – –
DWM
1108
Doyle Wealth Management
Florida
$277K +$3.32K +69 +1%
PAM
1109
Premier Asset Management
Illinois
$277K +$306K +6,370 New
EL
1110
EMFO LLC
Florida
$275K – – –
PFBT
1111
Parkside Financial Bank & Trust
Missouri
$275K +$6.88K +143 +2%
AAM
1112
Augustine Asset Management
Florida
$274K -$4.19K -87 -1%
VT
1113
Vise Technologies
New York
$274K +$303K +6,290 New
CBTWT
1114
Community Bank & Trust (Waco, Texas)
Texas
$273K +$10.1K +210 +3%
FFA
1115
First Foundation Advisors
California
$272K -$11.6K -242 -4%
T
1116
TCWP
Ohio
$271K -$14.5K -302 -5%
CIS
1117
Connors Investor Services
Pennsylvania
$271K – – –
BA
1118
Bristlecone Advisors
Washington
$271K +$14K +291 +5%
GVAG
1119
Great Valley Advisor Group
Delaware
$270K +$1.93K +40 +0.6%
MA
1120
MJP Associates
Connecticut
$270K +$298K +6,192 New
GEA
1121
Glen Eagle Advisors
New Jersey
$269K -$4.38K -91 -1%
WP
1122
WealthShield Partners
North Carolina
$268K -$8.18K -170 -3%
LIM
1123
Loudon Investment Management
New Hampshire
$263K -$781K -16,236 -73%
GB
1124
Goepper Burkhardt
South Carolina
$263K -$10.1K -210 -3%
PTC
1125
Petrus Trust Company
Texas
$261K +$289K +5,997 New
43 44
45
46 47