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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
801
Sunbelt Securities
Texas
$580K +$9.19K +203 +2%
VC
802
Veracity Capital
Georgia
$578K +$52.8K +1,166 +11%
BCWM
803
Bartlett & Co Wealth Management
Ohio
$577K +$92.5K +2,043 +20%
BC
804
Bartlett & Co
Ohio
$577K +$92.5K +2,043 +20%
LWP
805
Lumature Wealth Partners
Georgia
$576K +$544K +12,024 New
WCAMG
806
Woodard & Company Asset Management Group
North Carolina
$575K -$3.03K -67 -0.6%
FAM
807
Formidable Asset Management
Ohio
$570K – – –
CGL
808
Clarius Group LLC
Washington
$570K +$36.8K +812 +7%
CPSAC
809
Chas P. Smith & Associates (CPS)
Florida
$567K +$181 +4 +0%
MAM
810
Meeder Asset Management
Ohio
$566K -$2.15M -47,556 -80%
GC
811
Gratus Capital
Georgia
$565K -$20K -442 -4%
SWM
812
Sculati Wealth Management
Michigan
$559K – – –
AII
813
AGF Investments Inc
Ontario, Canada
$557K – – –
MSFS
814
Main Street Financial Solutions
Pennsylvania
$555K +$524K +11,577 New
SJL
815
Shayne & Jacobs LLC
Tennessee
$537K – – –
PL
816
Parthenon LLC
Kentucky
$533K – – –
MWM
817
Marietta Wealth Management
Georgia
$532K – – –
ADL
818
Asset Dedication LLC
California
$528K -$4.44K -98 -0.9%
TI
819
Trexquant Investment
Connecticut
$527K -$2.91M -64,249 -85%
AAM
820
Augustine Asset Management
Florida
$527K -$56K -1,238 -10%
EH
821
Equitable Holdings
New York
$522K -$6.07K -134 -1%
MGWM
822
Marks Group Wealth Management
Minnesota
$522K -$1.9K -42 -0.4%
AWMT
823
AAFMAA Wealth Management & Trust
North Carolina
$519K +$490K +10,832 New
SMM
824
Stadion Money Management
Georgia
$517K – – –
JAM
825
Jupiter Asset Management
United Kingdom
$517K +$488K +10,774 New
31 32
33
34 35