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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IRF
676
IBM Retirement Fund
New York
$545K – – –
DDC
677
DF Dent & Co
Maryland
$544K -$4.54K -93 -0.8%
TYCC
678
Texas Yale Capital Corp
Florida
$544K +$285K +5,844 +100%
AAS
679
Avantax Advisory Services
Texas
$540K -$36.9K -757 -6%
S
680
Seeyond
France
$539K – – –
EWM
681
Evermay Wealth Management
Virginia
$538K +$19.5K +400 +4%
RMDI
682
R.M. Davis Inc
Maine
$536K -$5.37K -110 -0.9%
SHA
683
Seneca House Advisors
Virginia
$526K -$113K -2,316 -17%
PL
684
Parthenon LLC
Kentucky
$526K -$4.88K -100 -0.9%
TSW
685
Thompson Siegel & Walmsley
Virginia
$525K – – –
BCWM
686
Bartlett & Co Wealth Management
Ohio
$515K -$34.1K -700 -6%
BC
687
Bartlett & Co
Ohio
$515K -$34.1K -700 -6%
FA
688
Fiducient Advisors
Illinois
$512K – – –
CG
689
Caprock Group
Idaho
$511K -$117K -2,403 -18%
CB
690
Community Bank
New York
$510K +$134K +2,750 +33%
BWL
691
Bogart Wealth LLC
Virginia
$506K +$33.6K +688 +7%
BCP
692
Blue Chip Partners
Michigan
$501K -$293 -6 -0.1%
ECM
693
ExodusPoint Capital Management
New York
$499K -$865K -17,728 -62%
AWM
694
Altavista Wealth Management
North Carolina
$499K – – –
CCMG
695
Clark Capital Management Group
Pennsylvania
$499K +$1.76K +36 +0.3%
MWA
696
Meridian Wealth Advisors
Texas
$499K +$19.5K +400 +4%
GI
697
GAMCO Investors
Connecticut
$489K – – –
ACS
698
Archford Capital Strategies
Illinois
$488K -$27.5K -563 -5%
CF
699
Centaurus Financial
California
$486K +$21.2K +435 +4%
CANY
700
Caxton Associates (New York)
New York
$485K -$110K -2,261 -18%
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