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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
801
Sheets Smith Wealth Management
North Carolina
$784K +$446 +10 +0.1%
STA
802
Summit Trail Advisors
New York
$782K +$125K +2,799 +18%
EHWM
803
Eads & Heald Wealth Management
Georgia
$778K +$175K +3,925 +28%
NAS
804
Nicolet Advisory Services
Wisconsin
$776K +$29.7K +665 +4%
IF
805
Intrua Financial
Texas
$772K -$186K -4,159 -19%
IP
806
Ignite Planners
California
$772K +$11K +246 +1%
PVI
807
Pine Valley Investments
New Jersey
$769K +$50.7K +1,137 +7%
TSS
808
Two Sigma Securities
New York
$767K +$789K +17,690 New
BFW
809
Brady Family Wealth
Missouri
$766K – – –
ECA
810
Elevated Capital Advisors
Utah
$765K -$16.9K -379 -2%
CMANY
811
Capital Management Associates (New York)
New York
$764K -$181K -4,067 -19%
MAG
812
Mayfair Advisory Group
Alabama
$763K +$89.3K +2,000 +13%
MP
813
Mangrove Partners
Connecticut
$761K +$783K +17,542 New
GFA
814
Gallagher Fiduciary Advisors
Illinois
$760K +$62.7K +1,405 +9%
OAM
815
Oxford Asset Management
United Kingdom
$751K +$773K +17,322 New
AG
816
AlTi Global
New York
$751K +$491 +11 +0.1%
APC
817
Aspire Private Capital
North Carolina
$750K -$7.68K -172 -1%
LCM
818
Leisure Capital Management
California
$746K -$42.7K -957 -5%
AFG
819
Atomi Financial Group
New York
$743K +$64.4K +1,444 +9%
FHA
820
First Horizon Advisors
Tennessee
$743K -$12.5K -280 -2%
SA
821
Strategic Advisors
New York
$742K +$66.9K +1,500 +10%
EIA
822
Eastover Investment Advisors
North Carolina
$741K +$6.87K +154 +0.9%
CCM
823
Canal Capital Management
Virginia
$738K +$2.77K +62 +0.4%
IAS
824
Insigneo Advisory Services
Florida
$730K -$23.8K -533 -3%
RPC
825
Rossmore Private Capital
Connecticut
$730K – – –
31 32
33
34 35