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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1401
Visionary Wealth Advisors
Illinois
– -$280K -4,805 Closed
PA
1402
Probity Advisors
Texas
– -$268K -4,591 Closed
HAIM
1403
Hunter Associates Investment Management
Pennsylvania
– -$259K -4,442 Closed
LFF
1404
Level Four Financial
Texas
– -$251K -4,297 Closed
LGA
1405
Lebenthal Global Advisors
New York
– -$250K -4,289 Closed
KOC
1406
Koss-Olinger Consulting
Florida
– -$237K -4,059 Closed
JIC
1407
Johnson Investment Counsel
Ohio
– -$235K -4,034 Closed
CRC
1408
Curi RMB Capital
Illinois
– -$234K -4,016 Closed
WTB
1409
Washington Trust Bank
Washington
– -$232K -3,981 Closed
AC
1410
Athanor Capital
New York
– -$230K -3,948 Closed
RAM
1411
Roanoke Asset Management
New Jersey
– -$230K -3,947 Closed
CWM
1412
CCG Wealth Management
California
– -$224K -3,834 Closed
FRM
1413
Fox Run Management
Connecticut
– -$222K -3,811 Closed
MHS
1414
M Holdings Securities
Oregon
– -$215K -3,682 Closed
EWA
1415
ERTS Wealth Advisors
Michigan
– -$211K -3,624 Closed
CI
1416
Chartist Inc
California
– -$210K -3,599 Closed
GIP
1417
Greatmark Investment Partners
Georgia
– -$208K -3,561 Closed
CHA
1418
Cooper/Haims Advisors
New York
– -$206K -3,539 Closed
LFA
1419
Landmark Financial Advisors
Kentucky
– -$206K -3,537 Closed
AA
1420
Apriem Advisors
California
– -$205K -3,519 Closed
SIM
1421
SSI Investment Management
California
– -$206K -3,515 Closed
PAM
1422
Private Asset Management
California
– -$205K -3,511 Closed
BMWM
1423
Brown Miller Wealth Management
Virginia
– -$204K -3,503 Closed
HA
1424
Harbor Advisors
Florida
– -$204K -3,500 Closed
WTFG
1425
Wells Trecaso Financial Group
Ohio
– -$204K -3,500 Closed