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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
801
Inspirion Wealth Advisors
Illinois
$602K – – –
TIM
802
Thompson Investment Management
Wisconsin
$600K -$1.47K -39 -0.3%
SAM
803
Smartleaf Asset Management
Massachusetts
$600K +$124K +3,281 +26%
CHC
804
City Holding Co
West Virginia
$599K -$165K -4,355 -22%
DAL
805
Delta Accumulation LLC
California
$596K +$227 +6 +0%
VI
806
Versor Investments
New York
$594K +$34K +900 +6%
WQ
807
Wealth Quarterback
New Jersey
$592K -$98K -2,595 -15%
APC
808
Aspire Private Capital
North Carolina
$592K +$61.5K +1,629 +12%
BIA
809
Beacon Investment Advisors
Maryland
$588K +$229K +6,071 +67%
FTWA
810
Fifth Third Wealth Advisors
Ohio
$587K +$571K +15,104 New
OF
811
Outfitter Financial
Maine
$586K -$96.7K -2,560 -15%
IGAM
812
iA Global Asset Management
Quebec, Canada
$585K +$569K +15,052 New
PI
813
PFG Investments
New York
$581K +$6.57K +174 +1%
GGS
814
Galvin Gaustad & Stein
Arizona
$579K -$468K -12,391 -45%
AMIM
815
Aull & Monroe Investment Management
Alabama
$577K -$7.55K -200 -1%
MMHP
816
Murphy Middleton Hinkle & Parker
Georgia
$572K -$2.12K -56 -0.4%
CTI
817
Community Trust & Investment
Kentucky
$570K +$18.7K +496 +3%
MC
818
Montag & Caldwell
Georgia
$566K – – –
EWM
819
Evercore Wealth Management
New York
$565K +$11.3K +300 +2%
BFIM
820
Beese Fulmer Investment Management
Ohio
$565K -$3.62M -95,839 -87%
SHWM
821
Smith & Howard Wealth Management
Georgia
$563K +$547K +14,486 New
IIM
822
INTECH Investment Management
Florida
$560K +$211K +5,585 +63%
WC
823
Waterloo Capital
Texas
$560K +$46.3K +1,225 +9%
HCPC
824
Hamilton Capital Partners (Canada)
$559K +$68K +1,800 +14%
PFGIA
825
Patriot Financial Group Insurance Agency
Massachusetts
$557K +$10.4K +275 +2%
31 32
33
34 35