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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
776
Chilton Investment Company
Connecticut
$467K +$104K +3,373 +26%
BF
777
BOK Financial
Oklahoma
$466K -$58.9K -1,914 -10%
SWA
778
Stratos Wealth Advisors
Ohio
$466K -$8.24K -268 -2%
WHG
779
Westwood Holdings Group
Texas
$463K – – –
DAL
780
Delta Accumulation LLC
California
$458K +$185 +6 +0%
FSA
781
Franklin Street Advisors
North Carolina
$457K -$66.6K -2,165 -12%
FCA
782
FLC Capital Advisors
California
$453K -$18.6K -604 -4%
CG
783
Cutler Group
California
$452K +$303K +9,853 +166%
AIP
784
Ameritas Investment Partners
Nebraska
$452K – – –
TAM
785
Trust Asset Management
Texas
$452K – – –
IPW
786
Impact Partnership Wealth
Georgia
$448K +$466K +15,146 +2,964%
CCIA
787
Campbell & Co Investment Adviser
Maryland
$448K +$481K +15,655 New
LA
788
Legacy Advisors
Pennsylvania
$445K +$478K +15,552 New
CCM
789
Coldstream Capital Management
Washington
$444K +$15.2K +493 +3%
IWA
790
Inspirion Wealth Advisors
Illinois
$443K +$477K +15,500 New
CCM
791
Chiron Capital Management
Florida
$441K +$246K +8,000 +108%
MMPW
792
Mitchell McLeod Pugh & Williams
Alabama
$435K -$9.75K -317 -2%
IDBONY
793
Israel Discount Bank of New York
New York
$435K -$2.98K -97 -0.6%
ROC
794
River Oaks Capital
Minnesota
$435K -$403K -13,100 -46%
IRAG
795
Investment Research & Advisory Group
Georgia
$431K -$4.55K -148 -1%
BCM
796
Brookstone Capital Management
Illinois
$430K -$15.8K -515 -3%
EWM
797
Evercore Wealth Management
New York
$429K +$22.3K +725 +5%
HC
798
Hourglass Capital
Texas
$429K +$461K +15,000 New
RW
799
Rede Wealth
Virginia
$429K +$246 +8 +0.1%
CL
800
Choreo LLC
Illinois
$428K +$180K +5,862 +64%
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