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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
YP
826
YANKCOM Partnership
South Dakota
$801K +$11.7K +237 +1%
PT
827
Plimoth Trust
Massachusetts
$800K -$48.9K -993 -6%
GF
828
Gabelli Funds
New York
$797K – – –
WWA
829
WCG Wealth Advisors
Nevada
$797K -$1.48K -30 -0.2%
BHCM
830
Brevan Howard Capital Management
Jersey
$796K -$782K -15,900 -50%
GM
831
GeoWealth Management
Illinois
$795K +$6.79K +138 +0.9%
FCA
832
FLC Capital Advisors
California
$794K +$3.94K +80 +0.5%
KP
833
Keel Point
Alabama
$792K +$10.5K +213 +1%
CWP
834
Cyndeo Wealth Partners
Florida
$790K -$50.6K -1,029 -6%
AWA
835
Aaron Wealth Advisors
Illinois
$784K -$43.9K -893 -5%
SA
836
Strategic Advisors
New York
$784K +$49 +1 +0%
PCIA
837
Prime Capital Investment Advisors
Kansas
$784K +$4.87K +99 +0.6%
RWM
838
Riverbend Wealth Management
South Carolina
$780K +$8.27K +168 +1%
AWM
839
Atticus Wealth Management
Florida
$779K – – –
UCI
840
Uncommon Cents Investing
Wisconsin
$777K +$83.6K +1,700 +12%
AMIM
841
Aull & Monroe Investment Management
Alabama
$776K +$70.4K +1,432 +10%
XSC
842
X-Square Capital
Puerto Rico
$773K +$8.95K +182 +1%
CPWA
843
Cerro Pacific Wealth Advisors
California
$772K +$19.9K +405 +3%
FWA
844
FSM Wealth Advisors
Ohio
$772K +$3.94K +80 +0.5%
I
845
INVST
Indiana
$772K -$4.33K -88 -0.6%
3IP
846
3Chopt Investment Partners
Virginia
$771K +$39.2K +796 +5%
LIP
847
Lighthouse Investment Partners
Florida
$771K -$3.48M -70,642 -82%
WC
848
Waterloo Capital
Texas
$770K -$68K -1,383 -8%
TCBWMS
849
Texas Capital Bank Wealth Management Services
Texas
$761K -$14.2K -288 -2%
AW
850
Alteri Wealth
California
$757K +$34.5K +701 +5%
32 33
34
35 36