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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HAM
1226
Harmony Asset Management
Arizona
$211K -$26K -615 -11%
EFSCE
1227
Enterprise Financial Services Corp (EFSC)
Missouri
$210K -$24.4K -578 -11%
AG
1228
Ascent Group
Virginia
$210K +$208K +4,918 New
WI
1229
WrapManager Inc
California
$210K -$99.9K -2,366 -33%
ACA
1230
American Capital Advisory
Idaho
$209K +$35.9K +850 +21%
HFRG
1231
Houlihan Financial Resource Group
Virginia
$208K +$206K +4,871 New
TA
1232
TrueWealth Advisors
Alabama
$208K +$205K +4,860 New
SIG
1233
Stonegate Investment Group
Alabama
$205K -$24.8K -588 -11%
AA
1234
AlphaMark Advisors
Kentucky
$205K -$29.1K -688 -13%
SIS
1235
Sound Income Strategies
Florida
$204K +$41.9K +991 +26%
NRG
1236
Nemes Rush Group
Michigan
$204K +$26.7K +633 +14%
SQA
1237
Simon Quick Advisors
New Jersey
$204K +$201K +4,769 New
A
1238
AlphaQuest
New York
$203K +$89.9K +2,129 +81%
MM
1239
MQS Management
New York
$203K +$201K +4,752 New
PI
1240
PGGM Investments
Netherlands
$203K -$462K -10,943 -70%
AFGAS
1241
Allegiance Financial Group Advisory Services
Virginia
$203K +$200K +4,742 New
TFF
1242
The Family Firm
Maryland
$203K +$760 +18 +0.4%
PMG
1243
ProVise Management Group
Florida
$203K -$128K -3,027 -39%
BFWM
1244
Bright Futures Wealth Management
New York
$202K +$197K +4,665 New
AW
1245
Alaethes Wealth
Nevada
$201K +$198K +4,694 New
CAL
1246
Capital Analysts LLC
Pennsylvania
$196K +$44K +1,043 +29%
AAG
1247
Accordant Advisory Group
Maryland
$193K +$147K +3,488 +337%
HB
1248
Horizon Bancorp
Indiana
$193K -$51K -1,208 -21%
EB
1249
Eastern Bank
Massachusetts
$192K +$189K +4,478 New
AWM
1250
Avior Wealth Management
Nebraska
$190K -$190K -4,510 -50%
48 49
50
51 52