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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
B
1126
Barings
North Carolina
$279K -$17.8K -361 -6%
BCM
1127
Boltwood Capital Management
California
$279K +$290K +5,890 New
AF
1128
Advisornet Financial
Minnesota
$278K +$11.6K +235 +4%
QPWM
1129
Quadrant Private Wealth Management
Pennsylvania
$276K -$6.71K -136 -2%
AG
1130
AIA Group
Hong Kong
$276K +$217K +4,392 +307%
AFM
1131
Andesa Financial Management
Pennsylvania
$274K -$94.9K -1,925 -25%
SWIG
1132
Strategic Wealth Investment Group
Kentucky
$272K +$48.3K +980 +21%
KMWM
1133
Keudell/Morrison Wealth Management
Oregon
$272K +$108K +2,197 +62%
SHFP
1134
Second Half Financial Partners
Florida
$270K – – –
CT
1135
Chicago Trust
Illinois
$267K +$80.3K +1,628 +41%
TW
1136
TrinityPoint Wealth
Connecticut
$266K -$4.98K -101 -2%
LAS
1137
LWM Advisory Services
Florida
$266K +$35.6K +721 +15%
EWM
1138
Evercore Wealth Management
New York
$265K – – –
OIA
1139
Optimum Investment Advisors
Illinois
$265K +$24.7K +500 +10%
HFM
1140
Hartford Financial Management
Connecticut
$263K – – –
CM
1141
Cornerstone Management
Georgia
$262K -$5.03K -102 -2%
PWM
1142
PBMares Wealth Management
Virginia
$260K +$2.47K +50 +0.9%
PI
1143
Putnam Investments
Massachusetts
$257K -$2.12K -43 -0.8%
BP
1144
BBR Partners
New York
$257K – – –
FHA
1145
Flagship Harbor Advisors
Massachusetts
$257K +$40.1K +813 +18%
AFA
1146
Arlington Financial Advisors
California
$256K – – –
ACP
1147
Aviance Capital Partners
Florida
$256K +$99 +2 +0%
SCA
1148
Southern Capital Advisors
Tennessee
$255K +$2.56K +52 +1%
SFG
1149
SevenBridge Financial Group
Pennsylvania
$253K -$5.52K -112 -2%
PIMG
1150
Patriot Investment Management Group
Tennessee
$253K – – –
44 45
46
47 48