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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
801
Aigen Investment Management
New York
$604K -$194K -6,175 -27%
AWM
802
Atticus Wealth Management
Florida
$587K -$18.5K -588 -4%
FCA
803
FLC Capital Advisors
California
$586K +$628 +20 +0.1%
SWA
804
Stratos Wealth Advisors
Ohio
$586K -$12.9K -410 -3%
TAM
805
Trust Asset Management
Texas
$583K – – –
IWA
806
Inspirion Wealth Advisors
Illinois
$581K – – –
FG
807
Fiduciary Group
Georgia
$579K -$31.3K -996 -6%
TAM
808
Tocqueville Asset Management
New York
$576K +$490K +15,608 New
TPW
809
Transatlantique Private Wealth
New York
$576K -$107K -3,412 -18%
WHG
810
Westwood Holdings Group
Texas
$574K -$20.2K -643 -4%
EFS
811
Essex Financial Services
Connecticut
$573K +$40.3K +1,285 +9%
TIM
812
Thompson Investment Management
Wisconsin
$571K -$78.3K -2,493 -14%
BF
813
BOK Financial
Oklahoma
$564K -$36.3K -1,155 -7%
EP
814
Edgestream Partners
New Jersey
$564K -$1.62M -51,527 -77%
CHC
815
City Holding Co
West Virginia
$556K -$45.1K -1,437 -9%
AMIM
816
Aull & Monroe Investment Management
Alabama
$556K -$183K -5,844 -28%
IAS
817
Insigneo Advisory Services
Florida
$556K +$27.3K +870 +6%
BFS
818
Burkett Financial Services
South Carolina
$556K +$472K +15,047 New
RW
819
Rede Wealth
Virginia
$552K -$1K -32 -0.2%
OTL
820
Oak Thistle LLC
New York
$551K +$469K +14,935 New
MFG
821
Merit Financial Group
Georgia
$550K +$112K +3,564 +31%
IDBONY
822
Israel Discount Bank of New York
New York
$549K -$10.1K -321 -2%
CFG
823
Cooper Financial Group
California
$549K +$14.4K +460 +3%
AIP
824
Ameritas Investment Partners
Nebraska
$549K -$28.9K -919 -6%
MAG
825
Mayfair Advisory Group
Alabama
$546K – – –
31 32
33
34 35