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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1151
Veracity Capital
Georgia
$280K -$25.4K -580 -8%
HNWAG
1152
High Net Worth Advisory Group
Florida
$280K -$39.7K -906 -12%
CH
1153
Canton Hathaway
Rhode Island
$280K – – –
NAS
1154
Nicolet Advisory Services
Wisconsin
$280K +$265K +6,038 New
HFS
1155
Horizon Financial Services
North Carolina
$279K – – –
TWM
1156
Thrive Wealth Management
Pennsylvania
$278K +$62.5K +1,424 +28%
BMC
1157
Benin Management Corp
Connecticut
$277K -$2.19K -50 -0.8%
LOAMS
1158
Lombard Odier Asset Management (Switzerland)
Switzerland
$273K +$279K +6,355 New
EL
1159
EMFO LLC
Florida
$272K – – –
CAM
1160
Cozad Asset Management
Illinois
$270K -$72.8K -1,660 -21%
KMWM
1161
Keudell/Morrison Wealth Management
Oregon
$269K -$8.9K -203 -3%
CPO
1162
Cerity Partners OCIO
New York
$269K -$5K -114 -2%
SWM
1163
Sugarloaf Wealth Management
Georgia
$268K -$258K -5,887 -49%
CIS
1164
Connors Investor Services
Pennsylvania
$268K – – –
ACM
1165
Argent Capital Management
Missouri
$267K -$164K -3,749 -38%
AFS
1166
Annapolis Financial Services
Maryland
$267K -$15K -343 -5%
AAM
1167
Augustine Asset Management
Florida
$267K -$4.08K -93 -1%
CCM
1168
Chiron Capital Management
Florida
$267K +$26.3K +600 +11%
CSWM
1169
Cassady Schiller Wealth Management
Ohio
$266K -$18.8K -429 -6%
BA
1170
Ballew Advisors
Mississippi
$264K -$66.9K -1,525 -21%
AC
1171
ASB Consultores
Florida
$264K -$71.9K -1,639 -21%
ORAM
1172
One River Asset Management
Connecticut
$264K +$268K +6,110 New
WWM
1173
Western Wealth Management
Colorado
$262K -$309K -7,037 -54%
GIA
1174
Gladstone Institutional Advisory
Florida
$262K -$139K -3,162 -34%
IAA
1175
Independent Advisor Alliance
North Carolina
$262K +$40.1K +914 +0.7%
45 46
47
48 49