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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
751
BIP Wealth
Georgia
$862K -$16.4K -420 -2%
NC
752
NewSquare Capital
Pennsylvania
$861K -$37.5K -959 -5%
SCA
753
STALEY CAPITAL ADVISERS
Pennsylvania
$860K – – –
AWM
754
Avior Wealth Management
Nebraska
$857K -$17.3K -441 -2%
ACM
755
AlphaStar Capital Management
North Carolina
$852K +$50.4K +1,287 +7%
AT
756
American Trust
Kentucky
$851K +$64.8K +1,655 +9%
IP
757
Ignite Planners
California
$851K +$18.2K +464 +2%
LCM
758
Leisure Capital Management
California
$849K +$19.9K +508 +3%
TG
759
TCW Group
California
$849K +$16.1K +411 +2%
AWA
760
Adapt Wealth Advisors
Georgia
$847K -$29.3K -750 -4%
WG
761
Winton Group
United Kingdom
$843K +$767K +19,603 New
USCWA
762
U.S. Capital Wealth Advisors
Texas
$840K +$51.6K +1,320 +7%
CPWA
763
Cerro Pacific Wealth Advisors
California
$840K +$25.3K +647 +3%
KLCM
764
KG&L Capital Management
Louisiana
$839K -$237K -6,070 -24%
FHA
765
First Horizon Advisors
Tennessee
$827K +$69.1K +1,766 +10%
WPA
766
West Paces Advisors
Georgia
$827K -$257K -6,581 -25%
PT
767
Plimoth Trust
Massachusetts
$827K -$5.87K -150 -0.8%
RWB
768
RMR Wealth Builders
New Jersey
$826K +$12.2K +313 +2%
CWP
769
Cyndeo Wealth Partners
Florida
$820K -$6.38M -163,089 -90%
TAM
770
Todd Asset Management
Kentucky
$816K – – –
GWA
771
Gratus Wealth Advisors
Virginia
$814K -$28.9K -738 -4%
SC
772
SouthState Corp
Florida
$814K -$16.9K -433 -2%
SC
773
Soundwatch Capital
Connecticut
$812K +$31.2M +798,535 New
CAM
774
Congress Asset Management
Massachusetts
$810K -$409K -10,455 -36%
LIM
775
Leavell Investment Management
Alabama
$810K -$52.1K -1,331 -7%
29 30
31
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