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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
751
Financial Management Network
California
$696K +$688K +18,207 New
WT
752
Whittier Trust
California
$693K -$209K -5,523 -24%
MFG
753
Menard Financial Group
Texas
$692K +$365K +9,663 +118%
MGIA
754
Moneta Group Investment Advisors
Missouri
$690K -$92K -2,436 -12%
BFW
755
Brady Family Wealth
Missouri
$686K +$125K +3,298 +23%
MCM
756
MAI Capital Management
Ohio
$681K +$20.5K +542 +3%
CCP
757
Cunning Capital Partners
North Carolina
$680K – – –
BAM
758
Bayview Asset Management
Florida
$680K -$246K -6,500 -27%
IP
759
Ignite Planners
California
$680K -$30.1K -797 -4%
PA
760
Procyon Advisors
Connecticut
$677K -$26K -689 -4%
LWAM
761
Legacy Wealth Asset Management
Minnesota
$675K -$265K -7,022 -29%
LCM
762
Leisure Capital Management
California
$674K -$7.18K -190 -1%
TBA
763
Tower Bridge Advisors
Pennsylvania
$672K -$2.87M -76,104 -81%
CCM
764
Canal Capital Management
Virginia
$671K +$1.96K +52 +0.3%
EFS
765
Essex Financial Services
Connecticut
$670K +$42.3K +1,120 +8%
EIA
766
Eastover Investment Advisors
North Carolina
$669K – – –
AG
767
AlTi Global
New York
$668K -$99.7K -2,640 -13%
GS
768
GTS Securities
Florida
$665K +$647K +17,127 New
BPWM
769
Badgley Phelps Wealth Managers
Washington
$662K +$9.18K +243 +1%
GF
770
Gabelli Funds
New York
$660K – – –
MFT
771
Moisand Fitzgerald Tamayo
Florida
$657K -$40.6K -1,075 -6%
RPC
772
Rossmore Private Capital
Connecticut
$653K – – –
MIH
773
Meitav Investment House
Israel
$653K -$39.3K -1,041 -6%
WCAMG
774
Woodard & Company Asset Management Group
North Carolina
$652K – – –
OFG
775
OmniStar Financial Group
North Carolina
$646K +$2.08K +55 +0.3%
29 30
31
32 33