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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
1101
First American Trust
California
$257K +$241K +6,597 New
WPC
1102
Wedmont Private Capital
Pennsylvania
$256K +$19.2K +525 +9%
CH
1103
Canton Hathaway
Rhode Island
$254K -$73.2K -2,000 -23%
CFG
1104
Citizens Financial Group
Rhode Island
$252K +$18.7K +512 +9%
QCG
1105
Quadrant Capital Group
Ohio
$252K +$34K +929 +17%
EWM
1106
Evermay Wealth Management
Virginia
$251K -$476 -13 -0.2%
ACM
1107
Altrius Capital Management
North Carolina
$251K +$37 +1 +0%
BCM
1108
Bluefin Capital Management
New York
$249K +$234K +6,400 New
MFP
1109
Meridian Financial Partners
Virginia
$248K -$24.5K -671 -9%
AWA
1110
Adapt Wealth Advisors
Georgia
$248K +$232K +6,350 New
WWM
1111
Whalen Wealth Management
Nevada
$247K +$10.5K +288 +5%
EL
1112
EMFO LLC
Florida
$247K +$366 +10 +0.2%
IGWM
1113
ICA Group Wealth Management
Colorado
$246K +$146 +4 +0.1%
NW
1114
NewEdge Wealth
Pennsylvania
$246K +$234K +6,405 New
RPA
1115
Rock Point Advisors
Vermont
$244K – – –
EWA
1116
EP Wealth Advisors
California
$244K -$77K -2,104 -25%
1IA
1117
1620 Investment Advisors
Massachusetts
$242K +$476 +13 +0.2%
SIG
1118
Stonegate Investment Group
Alabama
$241K -$41K -1,122 -15%
HTIM
1119
Harbour Trust & Investment Management
Indiana
$241K -$21.9K -598 -9%
SP
1120
Symmetry Partners
Connecticut
$241K +$227K +6,193 New
CSWM
1121
Cassady Schiller Wealth Management
Ohio
$241K – – –
QWP
1122
Quotient Wealth Partners
Texas
$240K -$140K -3,817 -38%
CW
1123
CIC Wealth
Maryland
$239K +$224K +6,125 New
RIG
1124
RiverFront Investment Group
Virginia
$238K – – –
ADL
1125
Asset Dedication LLC
California
$238K +$29.4K +805 +15%
43 44
45
46 47