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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LOAME
726
Lombard Odier Asset Management (Europe)
United Kingdom
$419K +$44.9K +875 +11%
MME
727
Meag Munich Ergo
Germany
$418K -$4.92M -95,835 -92%
SXL
728
Summit X LLC
Missouri
$416K +$23.3K +455 +6%
DWM
729
Doyle Wealth Management
Florida
$415K +$439K +8,550 New
SFM
730
Signet Financial Management
New Jersey
$412K – – –
EWM
731
Evermay Wealth Management
Virginia
$410K -$68K -1,325 -14%
LPT
732
Legacy Private Trust
Wisconsin
$410K -$4.05K -79 -0.9%
EWM
733
Empirical Wealth Management
Washington
$407K +$431K +8,391 New
BHWM
734
Bar Harbor Wealth Management
New Hampshire
$406K +$7.8K +152 +2%
WRF
735
Waddell & Reed Financial
Kansas
$406K +$429K +8,363 New
GLA
736
Good Life Advisors
Pennsylvania
$405K +$93.9K +1,829 +28%
BW
737
Bison Wealth
Georgia
$404K -$5.13K -100 -1%
MIFH
738
Migdal Insurance & Financial Holdings
Israel
$402K +$193K +3,757 +83%
MS
739
Maven Securities
Jersey
$398K +$420K +8,184 New
PIA
740
Piedmont Investment Advisors
North Carolina
$391K -$1.32M -25,798 -76%
HCM
741
Highlander Capital Management
New Jersey
$391K – – –
TFA
742
Toth Financial Advisory
Virginia
$387K +$564 +11 +0.1%
MA
743
Marshwinds Advisory
Georgia
$387K +$667 +13 +0.2%
FA
744
FMA Advisory
Pennsylvania
$386K +$37.6K +732 +10%
P
745
Pitcairn
Pennsylvania
$384K -$8.83K -172 -2%
CANY
746
Caxton Associates (New York)
New York
$383K -$626K -12,197 -61%
CIA
747
CCM Investment Advisers
South Carolina
$383K -$667 -13 -0.2%
FA
748
FCG Advisors
New Jersey
$383K +$26.6K +518 +7%
NGA
749
Naples Global Advisors
Florida
$383K +$63.3K +1,233 +19%
MMG
750
Monetary Management Group
Missouri
$380K -$18K -350 -4%
28 29
30
31 32