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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
801
Rossmore Private Capital
Connecticut
$656K -$105K -2,866 -15%
BPWM
802
Badgley Phelps Wealth Managers
Washington
$655K -$10.1K -275 -2%
WCAMG
803
Woodard & Company Asset Management Group
North Carolina
$654K – – –
FCM
804
Fourpath Capital Management
Oklahoma
$651K -$12.3K -337 -2%
RMC
805
Resources Management Corp
Connecticut
$647K – – –
OFG
806
OmniStar Financial Group
North Carolina
$646K -$143K -3,913 -19%
MAG
807
Mayfair Advisory Group
Alabama
$641K +$69.3K +1,895 +13%
NSIM
808
North Star Investment Management
Illinois
$640K -$1.08M -29,528 -64%
CWP
809
Cyndeo Wealth Partners
Florida
$639K +$600K +16,395 New
DCM
810
Dudley Capital Management
Virginia
$632K – – –
FSA
811
Franklin Street Advisors
North Carolina
$623K -$36.6K -1,000 -6%
SSWM
812
Smith Salley Wealth Management
North Carolina
$622K -$471K -12,869 -45%
SWA
813
Stratos Wealth Advisors
Ohio
$621K +$2.31K +63 +0.4%
HPC
814
HM Payson & Co
Maine
$620K -$97.3K -2,661 -14%
VDI
815
Vaughan David Investments
Illinois
$618K -$94.6K -2,586 -14%
FCA
816
FLC Capital Advisors
California
$618K -$732 -20 -0.1%
TAM
817
Trust Asset Management
Texas
$615K – – –
AWM
818
Atticus Wealth Management
Florida
$615K -$3.8K -104 -0.7%
PI
819
PGGM Investments
Netherlands
$611K +$574K +15,679 New
SA
820
Strategic Advisors
New York
$608K -$209K -5,720 -27%
WHG
821
Westwood Holdings Group
Texas
$606K +$73 +2 +0%
IWA
822
Inspirion Wealth Advisors
Illinois
$604K – – –
SPC
823
Sigma Planning Corp
Michigan
$603K +$256K +6,999 +83%
TIM
824
Thompson Investment Management
Wisconsin
$603K – – –
PPC
825
Park Place Capital
Alabama
$603K -$50.1K -1,370 -8%
31 32
33
34 35