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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
776
TCV Trust & Wealth Management
Virginia
$933K +$7.51K +163 +0.9%
VFA
777
Valeo Financial Advisors
Indiana
$931K +$20.7K +449 +2%
DWA
778
Douglass Winthrop Advisors
New York
$928K – – –
NC
779
NewSquare Capital
Pennsylvania
$927K -$169K -3,679 -16%
WCBA
780
Weaver C. Barksdale & Associates
Tennessee
$927K -$91.1K -1,977 -10%
PTC
781
Private Trust Company
Ohio
$924K +$9.9K +215 +1%
PAP
782
Persistent Asset Partners
Hong Kong
$921K +$862K +18,710 New
KLCM
783
KG&L Capital Management
Louisiana
$921K -$13.8K -300 -2%
VA
784
VestGen Advisors
Illinois
$919K -$501K -10,880 -37%
CA
785
Cornerstone Advisory
Maryland
$919K +$1.38K +30 +0.2%
CFB
786
Cullen/Frost Bankers
Texas
$902K +$111K +2,414 +15%
SFI
787
Siemens Fonds Invest
Germany
$899K -$310K -6,730 -27%
CIC
788
Chilton Investment Company
Connecticut
$891K – – –
ICA
789
Infrastructure Capital Advisors
New York
$891K +$45.3K +984 +6%
SSWM
790
Sheets Smith Wealth Management
North Carolina
$890K +$1.29K +28 +0.2%
PT
791
Plimoth Trust
Massachusetts
$890K -$13.4K -292 -2%
IAS
792
Insigneo Advisory Services
Florida
$889K +$7.6K +165 +0.9%
SAI
793
Savvy Advisors Inc
New York
$882K +$138K +3,002 +20%
BPA
794
Beacon Pointe Advisors
California
$879K +$445K +9,661 +118%
SSWM
795
Smith Salley Wealth Management
North Carolina
$874K -$24.3K -528 -3%
BPWM
796
Badgley Phelps Wealth Managers
Washington
$874K – – –
BHBT
797
Burke & Herbert Bank & Trust
Virginia
$871K -$47.9K -1,040 -6%
GWM
798
Geneos Wealth Management
Colorado
$868K -$122K -2,647 -13%
LCWP
799
Legacy Capital Wealth Partners
Arkansas
$864K -$5.3K -115 -0.7%
EFS
800
Essex Financial Services
Connecticut
$861K -$8.15K -177 -1%
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