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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WCAMG
801
Woodard & Company Asset Management Group
North Carolina
$709K -$8.45K -200 -1%
KWA
802
Kingswood Wealth Advisors
California
$708K -$170K -4,032 -20%
FFA
803
Farther Finance Advisors
California
$707K +$298K +7,055 +74%
NEI
804
Northwest & Ethical Investments
Ontario, Canada
$706K – – –
SEIA
805
Signature Estate & Investment Advisors
California
$702K -$3.38K -80 -0.5%
CPWA
806
Cerro Pacific Wealth Advisors
California
$701K – – –
BB
807
Busey Bank
Illinois
$701K -$4.1K -97 -0.6%
EFS
808
Essex Financial Services
Connecticut
$700K +$8.32K +197 +1%
DCM
809
Dudley Capital Management
Virginia
$698K – – –
HCM
810
Hodges Capital Management
Texas
$696K +$408K +9,661 +146%
CF
811
Centaurus Financial
California
$691K +$150K +3,559 +28%
SWA
812
Stratos Wealth Advisors
Ohio
$689K -$971 -23 -0.1%
GFA
813
Gallagher Fiduciary Advisors
Illinois
$689K -$97.8K -2,316 -13%
WC
814
Westhampton Capital
North Carolina
$685K +$175K +4,150 +35%
DA
815
Dover Advisors
Virginia
$678K +$446K +10,568 +200%
FCA
816
FLC Capital Advisors
California
$678K – – –
SLI
817
Sumitomo Life Insurance
Japan
$677K -$5.2K -123 -0.8%
TAM
818
Trust Asset Management
Texas
$675K – – –
AG
819
AlTi Global
New York
$674K -$60.9K -1,442 -8%
IWA
820
Inspirion Wealth Advisors
Illinois
$671K +$8.45K +200 +1%
AFG
821
Atomi Financial Group
New York
$670K +$150K +3,562 +29%
AWM
822
Atticus Wealth Management
Florida
$669K – – –
SA
823
Strategic Advisors
New York
$667K – – –
MAG
824
Mayfair Advisory Group
Alabama
$661K -$8.23K -195 -1%
LOPW
825
Live Oak Private Wealth
North Carolina
$659K +$55.2K +1,306 +9%
31 32
33
34 35