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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SACTSONJ
1126
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$398K -$33K -671 -8%
1SB
1127
1ST Source Bank
Indiana
$397K -$1.52K -31 -0.4%
BSTWA
1128
Blake Schutter Theil Wealth Advisors
Ohio
$394K -$50.6K -1,028 -11%
WHG
1129
Westwood Holdings Group
Texas
$392K +$387K +7,865 New
CT
1130
Caldwell Trust
Florida
$391K +$27.6K +561 +8%
MM
1131
MQS Management
New York
$390K +$385K +7,830 New
RCAG
1132
Rehmann Capital Advisory Group
Michigan
$390K -$2.51K -51 -0.6%
AC
1133
Almitas Capital
California
$389K +$384K +7,800 New
PTP
1134
Platform Technology Partners
New York
$385K +$2.41K +49 +0.6%
SWM
1135
Selective Wealth Management
Virginia
$384K +$2.8K +57 +0.8%
KCM
1136
Kathmere Capital Management
Pennsylvania
$384K +$41.6K +846 +12%
GAM
1137
Groupama Asset Management
France
$381K +$2.71K +55 +0.7%
FWI
1138
Facet Wealth Inc
Maryland
$380K +$13.1K +267 +4%
FNFDCM
1139
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$379K -$10.1K -206 -3%
CF
1140
Convergence Financial
Missouri
$378K -$38.4K -780 -9%
SFWA
1141
Summit Financial Wealth Advisors
Louisiana
$376K +$47.6K +967 +15%
NL
1142
NWAM LLC
Washington
$375K -$104K -2,117 -22%
NP
1143
Nilsine Partners
Colorado
$373K +$368K +7,477 New
SCM
1144
Shelton Capital Management
Colorado
$369K -$4.13M -83,876 -92%
AF
1145
Aldebaran Financial
$366K -$2.46K -50 -0.7%
WA
1146
WBH Advisory
Maryland
$366K -$7.92K -161 -2%
AA
1147
Advisory Alpha
Michigan
$365K +$360K +7,328 New
QWP
1148
Quotient Wealth Partners
Texas
$365K +$10.2K +208 +3%
MFWP
1149
Mosaic Family Wealth Partners
Missouri
$364K +$360K +7,310 New
TWIM
1150
TIAA Wealth Investment Management
New York
$363K -$74K -1,504 -17%
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46
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