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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
801
FLC Capital Advisors
California
$586K +$628 +20 +0.1%
SWA
802
Stratos Wealth Advisors
Ohio
$586K -$12.9K -410 -3%
TAM
803
Trust Asset Management
Texas
$583K – – –
IWA
804
Inspirion Wealth Advisors
Illinois
$581K – – –
FG
805
Fiduciary Group
Georgia
$579K -$31.3K -996 -6%
TAM
806
Tocqueville Asset Management
New York
$576K +$490K +15,608 New
TPW
807
Transatlantique Private Wealth
New York
$576K -$107K -3,412 -18%
WHG
808
Westwood Holdings Group
Texas
$574K -$20.2K -643 -4%
EFS
809
Essex Financial Services
Connecticut
$573K +$40.3K +1,285 +9%
TIM
810
Thompson Investment Management
Wisconsin
$571K -$78.3K -2,493 -14%
BF
811
BOK Financial
Oklahoma
$564K -$36.3K -1,155 -7%
EP
812
Edgestream Partners
New Jersey
$564K -$1.62M -51,527 -77%
CHC
813
City Holding Co
West Virginia
$556K -$45.1K -1,437 -9%
AMIM
814
Aull & Monroe Investment Management
Alabama
$556K -$183K -5,844 -28%
IAS
815
Insigneo Advisory Services
Florida
$556K +$27.3K +870 +6%
BFS
816
Burkett Financial Services
South Carolina
$556K +$472K +15,047 New
RW
817
Rede Wealth
Virginia
$552K -$1K -32 -0.2%
OTL
818
Oak Thistle LLC
New York
$551K +$469K +14,935 New
MFG
819
Merit Financial Group
Georgia
$550K +$112K +3,564 +31%
IDBONY
820
Israel Discount Bank of New York
New York
$549K -$10.1K -321 -2%
CFG
821
Cooper Financial Group
California
$549K +$14.4K +460 +3%
AIP
822
Ameritas Investment Partners
Nebraska
$549K -$28.9K -919 -6%
MAG
823
Mayfair Advisory Group
Alabama
$546K – – –
MMHP
824
Murphy Middleton Hinkle & Parker
Georgia
$546K -$502 -16 -0.1%
NSB
825
Norway Savings Bank
Maine
$543K -$57.6K -1,835 -11%
31 32
33
34 35