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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1126
Lafayette Investments
Maryland
$307K – – –
PH
1127
Pinnacle Holdings
Oklahoma
$307K – – –
1WA
1128
180 Wealth Advisors
Washington
$307K -$155K -3,541 -36%
1IA
1129
1620 Investment Advisors
Massachusetts
$307K +$8.6K +196 +3%
ACM
1130
Aquatic Capital Management
Illinois
$306K -$1.8M -41,100 -85%
SAMT
1131
Select Asset Management & Trust
Pennsylvania
$305K -$12.1K -275 -4%
JIC
1132
Johnson Investment Counsel
Ohio
$304K +$95.8K +2,185 +45%
FHA
1133
Flagship Harbor Advisors
Massachusetts
$304K +$87.3K +1,991 +39%
RPA
1134
Rock Point Advisors
Vermont
$303K -$13.2K -300 -4%
VCM
1135
Vigilant Capital Management
Maine
$302K -$14.2K -324 -4%
LI
1136
LMCG Investments
Massachusetts
$302K +$526 +12 +0.2%
SMA
1137
Sage Mountain Advisors
Georgia
$301K +$67.2K +1,532 +28%
QPWM
1138
Quadrant Private Wealth Management
Pennsylvania
$299K +$305K +6,949 New
SOS
1139
Silver Oak Securities
Tennessee
$299K -$22.2K -505 -7%
PWMAG
1140
Pinnacle Wealth Management Advisory Group
New Jersey
$299K -$53K -1,208 -15%
PFWA
1141
Paces Ferry Wealth Advisors
Georgia
$297K +$15.9K +362 +6%
GVAG
1142
Great Valley Advisor Group
Delaware
$296K +$29.2K +666 +11%
T
1143
TOBAM
France
$295K – – –
FAM
1144
Formidable Asset Management
Ohio
$293K +$22.2K +505 +8%
MCC
1145
Money Concepts Capital
Florida
$293K +$276K +6,302 +1,265%
SAG
1146
SageView Advisory Group
California
$292K +$298K +6,797 New
PFBT
1147
Parkside Financial Bank & Trust
Missouri
$291K +$18.9K +430 +7%
T
1148
TCWP
Ohio
$290K +$21.8K +496 +8%
MMM
1149
Mendel Money Management
Illinois
$288K +$965 +22 +0.3%
IAS
1150
Insigneo Advisory Services
Florida
$286K +$292K +6,650 New
44 45
46
47 48