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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
801
Ramiah Investment Group
Wisconsin
$589K +$28.7K +634 +5%
ABTD
802
Arvest Bank Trust Division
Oklahoma
$588K +$161K +3,566 +41%
PCM
803
Prelude Capital Management
New York
$588K +$555K +12,265 New
CWC
804
Carolinas Wealth Consulting
North Carolina
$586K +$196K +4,323 +55%
CA
805
Cetera Advisors
Colorado
$584K +$54.1K +1,195 +11%
SS
806
Sunbelt Securities
Texas
$580K +$9.19K +203 +2%
BCWM
807
Bartlett & Co Wealth Management
Ohio
$577K +$92.5K +2,043 +20%
BC
808
Bartlett & Co
Ohio
$577K +$92.5K +2,043 +20%
LWP
809
Lumature Wealth Partners
Georgia
$576K +$544K +12,024 New
WCAMG
810
Woodard & Company Asset Management Group
North Carolina
$575K -$3.03K -67 -0.6%
FAM
811
Formidable Asset Management
Ohio
$570K – – –
CGL
812
Clarius Group LLC
Washington
$570K +$36.8K +812 +7%
CPSAC
813
Chas P. Smith & Associates (CPS)
Florida
$567K +$181 +4 +0%
MAM
814
Meeder Asset Management
Ohio
$566K -$2.15M -47,556 -80%
GC
815
Gratus Capital
Georgia
$565K -$20K -442 -4%
SWM
816
Sculati Wealth Management
Michigan
$559K – – –
AII
817
AGF Investments Inc
Ontario, Canada
$557K – – –
MSFS
818
Main Street Financial Solutions
Pennsylvania
$555K +$524K +11,577 New
SJL
819
Shayne & Jacobs LLC
Tennessee
$537K – – –
PL
820
Parthenon LLC
Kentucky
$533K – – –
MWM
821
Marietta Wealth Management
Georgia
$532K – – –
ADL
822
Asset Dedication LLC
California
$528K -$4.44K -98 -0.9%
TI
823
Trexquant Investment
Connecticut
$527K -$2.91M -64,249 -85%
AAM
824
Augustine Asset Management
Florida
$527K -$56K -1,238 -10%
EH
825
Equitable Holdings
New York
$522K -$6.07K -134 -1%
31 32
33
34 35