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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1151
Waddell & Associates
Tennessee
$363K +$17.6K +358 +5%
TI
1152
tru Independence
Oregon
$363K -$27.9K -568 -7%
CSPIA
1153
Cary Street Partners Investment Advisory
Virginia
$361K -$24.8K -505 -7%
ML
1154
McAdam LLC
Pennsylvania
$359K +$4.62K +94 +1%
FMLI
1155
Fukoku Mutual Life Insurance
Japan
$359K – – –
WC
1156
Wynn Capital
Georgia
$357K -$98 -2 -0%
GIA
1157
Gladstone Institutional Advisory
Florida
$353K -$3.64K -74 -1%
AT
1158
Arlington Trust
Alabama
$353K -$6.84K -139 -2%
LS
1159
Livforsakringsbolaget Skandia
Sweden
$352K – – –
WTC
1160
WhitTier Trust Company
Nevada
$351K -$53.4K -1,085 -14%
LAM
1161
L2 Asset Management
Massachusetts
$350K +$8.86K +180 +3%
FLPIM
1162
F.L. Putnam Investment Management
Massachusetts
$349K -$31.4K -638 -8%
GFP
1163
Gryphon Financial Partners
Ohio
$348K +$343K +6,978 New
LMFP
1164
Larry Mathis Financial Planning
Arizona
$347K -$7.18K -146 -2%
MFP
1165
Meridian Financial Partners
Virginia
$347K – – –
PC
1166
PCB Capital
New Jersey
$346K +$9.54K +194 +3%
QL
1167
Quarry LP
New York
$345K +$216K +4,385 +173%
FPWM
1168
FSB Premier Wealth Management
Iowa
$344K -$49.8K -1,012 -13%
BRWM
1169
Blue Rock Wealth Management
North Carolina
$344K – – –
FWM
1170
ForthRight Wealth Management
Georgia
$341K -$9.84K -200 -3%
BAM
1171
Broyhill Asset Management
North Carolina
$339K – – –
PWP
1172
Phillips Wealth Planners
Mississippi
$339K -$133K -2,695 -29%
KF
1173
Krilogy Financial
Missouri
$339K +$4.77K +97 +1%
PP
1174
PDS Planning
Ohio
$335K +$1.77K +36 +0.5%
KMWM
1175
Keudell/Morrison Wealth Management
Oregon
$335K -$185K -3,766 -36%
45 46
47
48 49