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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
626
Transcend Capital Advisors
New Jersey
$995K -$17.5K -562 -2%
BFG
627
Bleakley Financial Group
New Jersey
$995K +$109K +3,510 +12%
SS
628
Simplicity Solutions
Minnesota
$994K +$109K +3,495 +12%
SC
629
SouthState Corp
Florida
$990K -$116K -3,739 -10%
DIP
630
Davis Investment Partners
North Carolina
$987K -$13.5K -435 -1%
MA
631
MCF Advisors
Kentucky
$980K +$4.13K +133 +0.4%
IMRF
632
Illinois Municipal Retirement Fund
Illinois
$976K – – –
SFI
633
Siemens Fonds Invest
Germany
$970K – – –
BO
634
Bank OZK
Arkansas
$970K +$18.9K +610 +2%
FNB
635
Farmers National Bank
Kentucky
$964K -$71.6K -2,307 -7%
BC
636
Bridgefront Capital
Texas
$961K -$324K -10,422 -25%
SA
637
Strategic Advisors
New York
$961K -$122K -3,918 -11%
VI
638
Vestcor Inc
New Brunswick, Canada
$946K -$4.72K -152 -0.5%
USAA
639
United Services Automobile Association
Texas
$943K -$113K -3,631 -10%
BI
640
Ballast Inc
Kentucky
$940K +$102K +3,287 +12%
OTL
641
Oak Thistle LLC
New York
$934K +$956K +30,786 New
FIA
642
Foundations Investment Advisors
Arizona
$933K +$135K +4,336 +16%
BJL
643
Brighton Jones LLC
Washington
$932K +$174K +5,606 +22%
RA
644
RFG Advisory
Alabama
$929K +$16.4K +527 +2%
HWAM
645
Hennion & Walsh Asset Management
New Jersey
$924K -$500K -16,103 -35%
PCM
646
Poehling Capital Management
Wisconsin
$917K -$411K -13,225 -30%
RFG
647
RFP Financial Group
Georgia
$916K +$699K +22,500 +292%
CWP
648
Curated Wealth Partners
California
$916K -$80.2K -2,581 -8%
DAC
649
Dividend Assets Capital
South Carolina
$895K -$23K -741 -2%
MA
650
Mutual Advisors
Nebraska
$889K +$35.1K +1,130 +4%
24 25
26
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