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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
801
Private Trust Company
Ohio
$855K -$77.8K -1,581 -8%
WCAMG
802
Woodard & Company Asset Management Group
North Carolina
$854K +$492 +10 +0.1%
SSWM
803
Smith Salley Wealth Management
North Carolina
$852K +$8.21K +167 +1%
PIFP
804
Partners in Financial Planning
Virginia
$852K +$1.23K +25 +0.1%
ACM
805
Aster Capital Management
United Arab Emirates
$851K +$613K +12,464 +269%
HPC
806
HM Payson & Co
Maine
$850K +$98 +2 +0%
AU
807
AlphaGrep UK
$845K +$569K +11,569 +214%
MMPW
808
Mitchell McLeod Pugh & Williams
Alabama
$844K +$160K +3,261 +24%
CFB
809
Cullen/Frost Bankers
Texas
$843K +$7.63K +155 +0.9%
VFA
810
Valeo Financial Advisors
Indiana
$841K -$8.36K -170 -1%
CFG
811
Citizens Financial Group
Rhode Island
$841K +$237K +4,816 +40%
LA
812
LVW Advisors
New York
$829K +$121K +2,466 +17%
MW
813
MBL Wealth
North Carolina
$828K -$3.98K -81 -0.5%
MWM
814
Modern Wealth Management
Kansas
$827K +$41.2K +838 +5%
WBC
815
Westpac Banking Corp
Australia
$827K -$53.6K -1,090 -6%
PVI
816
Pine Valley Investments
New Jersey
$821K +$20.2K +411 +3%
PPWP
817
Premier Path Wealth Partners
New Jersey
$821K -$8.81K -179 -1%
PL
818
Perpetual Ltd
Australia
$816K – – –
MNBTD
819
Moody National Bank Trust Division
Texas
$812K -$7.82K -159 -1%
BO
820
Bank OZK
Arkansas
$810K -$221K -4,494 -22%
TC
821
TownSquare Capital
Utah
$810K +$11.9K +241 +2%
AWM
822
Adams Wealth Management
Utah
$809K +$145K +2,950 +22%
DCM
823
Dudley Capital Management
Virginia
$808K -$1.57K -32 -0.2%
BG
824
Bahl & Gaynor
Ohio
$807K -$57.3K -1,165 -7%
MG
825
Mather Group
Illinois
$805K +$5.66K +115 +0.7%
31 32
33
34 35