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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
1101
Systematic Financial Management
New Jersey
$330K – – –
NB
1102
Nicolet Bankshares
Wisconsin
$330K -$53K -1,208 -6%
TCMP
1103
Thrive Capital Management (Pennsylvania)
Pennsylvania
$329K +$27.7K +631 +9%
MWM
1104
Madison Wealth Management
Ohio
$328K -$15.7K -359 -4%
PA
1105
Parallel Advisors
California
$328K -$282K -6,426 -46%
LC
1106
Lindbrook Capital
California
$328K +$114K +2,607 +52%
BWP
1107
BSW Wealth Partners
Colorado
$326K +$332K +7,572 New
FLI
1108
Family Legacy Inc
South Carolina
$326K -$24.1K -549 -8%
MSFS
1109
Main Street Financial Solutions
Pennsylvania
$326K +$34K +774 +11%
CA
1110
Carson Advisory
Georgia
$326K +$44.5K +1,014 +15%
IGWM
1111
ICA Group Wealth Management
Colorado
$325K -$2.15K -49 -0.6%
PAM
1112
Premier Asset Management
Illinois
$324K +$50.6K +1,154 +18%
DE
1113
Day & Ennis
Georgia
$321K – – –
BCM
1114
Boltwood Capital Management
California
$318K +$12.7K +290 +4%
RMDI
1115
R.M. Davis Inc
Maine
$318K – – –
SEIA
1116
Signature Estate & Investment Advisors
California
$318K +$3.82K +87 +1%
WCM
1117
Washington Capital Management
Washington
$315K – – –
OAM
1118
Occidental Asset Management
California
$315K +$37.3K +850 +13%
ST
1119
Smithfield Trust
Pennsylvania
$314K +$7.02K +160 +2%
PCA
1120
Personal Capital Advisors
California
$313K +$2.81K +64 +0.9%
FA
1121
Faithward Advisors
Pennsylvania
$313K – – –
MFP
1122
Meridian Financial Partners
Virginia
$313K +$3.73K +85 +1%
BA
1123
Bristlecone Advisors
Washington
$312K +$44.9K +1,024 +16%
LIM
1124
Loudon Investment Management
New Hampshire
$308K +$49.6K +1,131 +19%
RBC
1125
Romano Brothers & Co
Illinois
$308K +$6.67K +152 +2%
43 44
45
46 47