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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
1251
Johnson Investment Counsel
Ohio
$237K -$15.5K -251 -6%
CWA
1252
Centennial Wealth Advisory
Michigan
$237K +$42.3K +685 +20%
MYLI
1253
Meiji Yasuda Life Insurance
Japan
$237K +$259K +4,186 New
NC
1254
NovaPoint Capital
Georgia
$236K +$62 +1 +0%
LWM
1255
Lyell Wealth Management
California
$236K +$257K +4,164 New
CAMV
1256
Concord Asset Management (Virginia)
Virginia
$236K -$27.7K -448 -10%
RFA
1257
Resurgent Financial Advisors
Georgia
$234K +$255K +4,126 New
MCWS
1258
McKinley Carter Wealth Services
West Virginia
$233K -$180K -2,913 -41%
DGAM
1259
Desjardins Global Asset Management
Quebec, Canada
$233K -$15.4K -250 -6%
B
1260
Bailard
California
$233K +$6.92K +112 +3%
EWM
1261
Empirical Wealth Management
Washington
$233K +$35.1K +569 +16%
PWP
1262
Principle Wealth Partners
Connecticut
$232K – – –
TAM
1263
Townsend Asset Management
North Carolina
$230K +$494 +8 +0.2%
LCM
1264
Liberty Capital Management
Michigan
$229K – – –
PWM
1265
Perigon Wealth Management
California
$229K +$250K +4,041 New
MRCM
1266
M&R Capital Management
New Jersey
$228K +$145K +2,355 +141%
WAM
1267
Worth Asset Management
Texas
$228K +$303K +4,913 New
MHIC
1268
Marble Harbor Investment Counsel
Massachusetts
$227K – – –
SF
1269
SBK Financial
Virginia
$227K – – –
CWM
1270
Circle Wealth Management
New Jersey
$227K +$1.48K +24 +0.6%
PCG
1271
Private Capital Group
Connecticut
$227K +$7.04K +114 +3%
CT
1272
Chicago Trust
Illinois
$227K +$248K +4,009 New
DOA
1273
D'Orazio & Associates
Virginia
$225K -$1.67K -27 -0.7%
SHWM
1274
Smith & Howard Wealth Management
Georgia
$225K – – –
PAI
1275
Pittenger & Anderson Inc
Nebraska
$225K +$28.7K +464 +13%
49 50
51
52 53