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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
801
Wealth Alliance Advisory Group
Kansas
$802K +$3.91K +70 +0.5%
EWA
802
Exencial Wealth Advisors
Oklahoma
$800K +$55.8K +998 +8%
HW
803
Hancock Whitney
Mississippi
$796K -$125K -2,228 -14%
EH
804
Equitable Holdings
New York
$793K -$3.35K -60 -0.4%
CCG
805
Cypress Capital Group
Florida
$789K -$63.1K -1,130 -8%
DY
806
Dowling & Yahnke
California
$788K -$44K -787 -6%
SFG
807
Summit Financial Group
West Virginia
$787K +$495K +8,865 +195%
BAS
808
Brown Advisory Securities
Maryland
$775K +$4.92K +88 +0.7%
SACTSONJ
809
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$770K – – –
AWM
810
Altium Wealth Management
New York
$768K +$141K +2,525 +24%
CFGS
811
Concourse Financial Group Securities
Alabama
$767K +$92.7K +1,659 +15%
CPA
812
Court Place Advisors
Maryland
$764K – – –
TAM
813
Trust Asset Management
Texas
$764K +$48.7K +872 +7%
EIA
814
Eastover Investment Advisors
North Carolina
$763K -$8.38K -150 -1%
WC
815
Westhampton Capital
North Carolina
$762K -$55.9K -1,000 -7%
CIC
816
Chilton Investment Company
Connecticut
$760K – – –
LOAMS
817
Lombard Odier Asset Management (Switzerland)
Switzerland
$757K – – –
LWMM
818
Legacy Wealth Management (Mississippi)
Mississippi
$757K – – –
WCAMG
819
Woodard & Company Asset Management Group
North Carolina
$750K +$43.9K +786 +7%
PCM
820
Penserra Capital Management
California
$746K +$20.8K +372 +3%
IWM
821
IHT Wealth Management
Illinois
$745K -$236K -4,229 -25%
WA
822
WBH Advisory
Maryland
$745K +$240K +4,291 +51%
VFA
823
Valeo Financial Advisors
Indiana
$741K +$137K +2,448 +24%
BL
824
Balentine LLC
Georgia
$741K +$234K +4,188 +50%
HH
825
Hilltop Holdings
Texas
$737K +$99.7K +1,785 +17%
31 32
33
34 35