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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
826
Harbour Investments
Wisconsin
$805K -$15.5K -315 -2%
LWAM
827
Legacy Wealth Asset Management
Minnesota
$805K -$30.2K -614 -4%
TSWM
828
Triangle Securities Wealth Management
North Carolina
$801K -$169K -3,427 -18%
PWM
829
Perigon Wealth Management
California
$801K +$492 +10 +0.1%
YP
830
YANKCOM Partnership
South Dakota
$801K +$11.7K +237 +1%
PT
831
Plimoth Trust
Massachusetts
$800K -$48.9K -993 -6%
CPSAC
832
Chas P. Smith & Associates (CPS)
Florida
$798K +$492 +10 +0.1%
GF
833
Gabelli Funds
New York
$797K – – –
WWA
834
WCG Wealth Advisors
Nevada
$797K -$1.48K -30 -0.2%
BHCM
835
Brevan Howard Capital Management
Jersey
$796K -$782K -15,900 -50%
GM
836
GeoWealth Management
Illinois
$795K +$6.79K +138 +0.9%
FCA
837
FLC Capital Advisors
California
$794K +$3.94K +80 +0.5%
KP
838
Keel Point
Alabama
$792K +$10.5K +213 +1%
CWP
839
Cyndeo Wealth Partners
Florida
$790K -$50.6K -1,029 -6%
AWA
840
Aaron Wealth Advisors
Illinois
$784K -$43.9K -893 -5%
SA
841
Strategic Advisors
New York
$784K +$49 +1 +0%
PCIA
842
Prime Capital Investment Advisors
Kansas
$784K +$4.87K +99 +0.6%
RWM
843
Riverbend Wealth Management
South Carolina
$780K +$8.27K +168 +1%
AWM
844
Atticus Wealth Management
Florida
$779K – – –
UCI
845
Uncommon Cents Investing
Wisconsin
$777K +$83.6K +1,700 +12%
AMIM
846
Aull & Monroe Investment Management
Alabama
$776K +$70.4K +1,432 +10%
XSC
847
X-Square Capital
Puerto Rico
$773K +$8.95K +182 +1%
CPWA
848
Cerro Pacific Wealth Advisors
California
$772K +$19.9K +405 +3%
FWA
849
FSM Wealth Advisors
Ohio
$772K +$3.94K +80 +0.5%
I
850
INVST
Indiana
$772K -$4.33K -88 -0.6%
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