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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
801
Icon Wealth Advisors
Texas
$657K -$420K -11,479 -41%
RPC
802
Rossmore Private Capital
Connecticut
$656K -$105K -2,866 -15%
BPWM
803
Badgley Phelps Wealth Managers
Washington
$655K -$10.1K -275 -2%
WCAMG
804
Woodard & Company Asset Management Group
North Carolina
$654K – – –
FCM
805
Fourpath Capital Management
Oklahoma
$651K -$12.3K -337 -2%
RMC
806
Resources Management Corp
Connecticut
$647K – – –
OFG
807
OmniStar Financial Group
North Carolina
$646K -$143K -3,913 -19%
MAG
808
Mayfair Advisory Group
Alabama
$641K +$69.3K +1,895 +13%
NSIM
809
North Star Investment Management
Illinois
$640K -$1.08M -29,528 -64%
CWP
810
Cyndeo Wealth Partners
Florida
$639K +$600K +16,395 New
DCM
811
Dudley Capital Management
Virginia
$632K – – –
FSA
812
Franklin Street Advisors
North Carolina
$623K -$36.6K -1,000 -6%
SSWM
813
Smith Salley Wealth Management
North Carolina
$622K -$471K -12,869 -45%
SWA
814
Stratos Wealth Advisors
Ohio
$621K +$2.31K +63 +0.4%
HPC
815
HM Payson & Co
Maine
$620K -$97.3K -2,661 -14%
VDI
816
Vaughan David Investments
Illinois
$618K -$94.6K -2,586 -14%
FCA
817
FLC Capital Advisors
California
$618K -$732 -20 -0.1%
TAM
818
Trust Asset Management
Texas
$615K – – –
AWM
819
Atticus Wealth Management
Florida
$615K -$3.8K -104 -0.7%
PI
820
PGGM Investments
Netherlands
$611K +$574K +15,679 New
SA
821
Strategic Advisors
New York
$608K -$209K -5,720 -27%
WHG
822
Westwood Holdings Group
Texas
$606K +$73 +2 +0%
IWA
823
Inspirion Wealth Advisors
Illinois
$604K – – –
SPC
824
Sigma Planning Corp
Michigan
$603K +$256K +6,999 +83%
TIM
825
Thompson Investment Management
Wisconsin
$603K – – –
31 32
33
34 35