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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1176
Western Wealth Management
Colorado
$262K -$309K -7,037 -54%
GIA
1177
Gladstone Institutional Advisory
Florida
$262K -$139K -3,162 -34%
IAA
1178
Independent Advisor Alliance
North Carolina
$262K +$40.1K +914 +0.7%
THWM
1179
Taylor Hoffman Wealth Management
Virginia
$261K -$611K -13,939 -70%
MBT
1180
Montecito Bank & Trust
California
$260K -$18.6K -423 -7%
PIMG
1181
Patriot Investment Management Group
Tennessee
$259K – – –
WJWM
1182
Williams Jones Wealth Management
New York
$258K -$19.3K -439 -7%
GB
1183
Goepper Burkhardt
South Carolina
$256K -$4.39K -100 -2%
CCWM
1184
Cassaday & Co Wealth Management
Virginia
$254K +$259K +5,895 New
QC
1185
Quent Capital
New York
$252K +$137K +3,124 +114%
CS
1186
Capital Square
Tennessee
$251K +$1.75K +40 +0.7%
TW
1187
TrinityPoint Wealth
Connecticut
$249K +$7.24K +165 +3%
AF
1188
Advisornet Financial
Minnesota
$249K -$3.12K -71 -1%
EWM
1189
Evercore Wealth Management
New York
$248K -$746 -17 -0.3%
BBNA
1190
Bremer Bank National Association
Minnesota
$247K -$166K -3,786 -40%
SBL
1191
Sargent Bickham Lagudis
Colorado
$247K -$122K -2,792 -33%
AFM
1192
Andesa Financial Management
Pennsylvania
$245K -$43.2K -984 -15%
ACM
1193
AUA Capital Management
Pennsylvania
$244K – – –
CBT
1194
Central Bank & Trust
Kentucky
$244K +$16.4K +373 +7%
CCB
1195
Country Club Bank
Missouri
$244K +$483 +11 +0.2%
HFM
1196
Hartford Financial Management
Connecticut
$239K – – –
SWIG
1197
Strategic Wealth Investment Group
Kentucky
$238K -$4.08K -93 -2%
HWA
1198
HHM Wealth Advisors
Tennessee
$238K -$18.1K -413 -7%
EF
1199
Empowered Funds
Pennsylvania
$238K +$242K +5,523 New
CM
1200
Cornerstone Management
Georgia
$238K – – –
46 47
48
49 50