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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
801
McKinley Carter Wealth Services
West Virginia
$809K +$13.6K +305 +2%
TTWM
802
TCV Trust & Wealth Management
Virginia
$802K +$17.8K +400 +2%
PT
803
Plimoth Trust
Massachusetts
$797K -$50.8K -1,140 -6%
SC
804
SouthState Corp
Florida
$797K -$85.5K -1,920 -9%
TG
805
TCW Group
California
$796K +$28.4K +637 +3%
GWM
806
Geneos Wealth Management
Colorado
$793K +$231K +5,189 +37%
LCM
807
Leisure Capital Management
California
$792K +$90.8K +2,039 +12%
NW
808
NewEdge Wealth
Pennsylvania
$789K -$120K -2,692 -12%
APC
809
Aspire Private Capital
North Carolina
$786K +$80.4K +1,804 +10%
RFG
810
RFP Financial Group
Georgia
$785K -$1.92K -43 -0.2%
TIA
811
Tandem Investment Advisors
South Carolina
$782K -$268K -6,010 -24%
TAM
812
Todd Asset Management
Kentucky
$781K +$2.63K +59 +0.3%
FFM
813
Forum Financial Management
Illinois
$778K +$535 +12 +0.1%
RWB
814
RMR Wealth Builders
New Jersey
$777K -$12.2K -273 -1%
CL
815
CSS LLC
Illinois
$766K – – –
ACM
816
AlphaStar Capital Management
North Carolina
$762K -$134 -3 -0%
WA
817
WESPAC Advisors
California
$762K +$825K +18,510 New
LCWP
818
Legacy Capital Wealth Partners
Arkansas
$761K -$67.2K -1,509 -8%
RFA
819
Register Financial Advisors
Georgia
$757K +$167K +3,740 +26%
PIWA
820
Prevail Innovative Wealth Advisors
Kansas
$753K +$504K +11,305 +162%
SW
821
SVB Wealth
Massachusetts
$752K -$197K -4,418 -19%
USCWA
822
U.S. Capital Wealth Advisors
Texas
$750K +$434K +9,735 +115%
P
823
Pitcairn
Pennsylvania
$749K -$10.2K -229 -1%
VFA
824
Valeo Financial Advisors
Indiana
$748K -$4.32K -97 -0.5%
AT
825
American Trust
Kentucky
$747K – – –
31 32
33
34 35