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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
651
Clearstead Advisors
Ohio
$794K +$38.3K +1,063 +5%
BO
652
Bank OZK
Arkansas
$790K – – –
WC
653
Whitney & Co
New York
$780K -$141K -3,921 -16%
WPA
654
West Paces Advisors
Georgia
$771K +$92.3K +2,563 +14%
IWP
655
Icon Wealth Partners
Texas
$769K +$738K +20,490 New
CS
656
Comerica Securities
Michigan
$767K -$23.5K -652 -3%
NCM
657
Novare Capital Management
North Carolina
$767K +$46.5K +1,290 +7%
N
658
Natixis
France
$765K +$734K +20,383 New
GF
659
Gabelli Funds
New York
$760K – – –
CA
660
Cornerstone Advisory
Maryland
$760K +$214K +5,947 +42%
CIA
661
CSat Investment Advisory
Michigan
$755K +$52.1K +1,447 +8%
SAM
662
Silvercrest Asset Management
New York
$754K -$16.7K -464 -2%
IPW
663
Inlet Private Wealth
Florida
$751K – – –
TFS
664
TrustCore Financial Services
Tennessee
$747K +$396 +11 +0.1%
SB
665
Simmons Bank
Arkansas
$744K -$41.1K -1,140 -5%
TAIM
666
TD Ameritrade Investment Management
Nebraska
$742K -$122K -3,380 -15%
WA
667
Wheatland Advisors
Pennsylvania
$740K -$5.4K -150 -0.8%
FQ
668
First Quadrant
California
$731K +$205K +5,683 +41%
TRCT
669
Tower Research Capital (TRC)
New York
$730K +$487K +13,529 +228%
TTWM
670
TCV Trust & Wealth Management
Virginia
$728K -$58.2K -1,617 -8%
IDBONY
671
Israel Discount Bank of New York
New York
$728K +$699K +19,410 New
SYBT
672
Stock Yards Bank & Trust
Kentucky
$726K -$36K -1,000 -5%
CAAS
673
Capital Asset Advisory Services
Michigan
$726K +$13.1K +364 +2%
LNC
674
Lincoln National Corp
Pennsylvania
$725K +$7.56K +210 +1%
BDS
675
Banco de Sabadell
Florida
$723K +$113K +3,149 +20%
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