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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
826
Rossmore Private Capital
Connecticut
$730K – – –
VWM
827
Venturi Wealth Management
Texas
$729K +$293K +6,570 +64%
LWAM
828
Legacy Wealth Asset Management
Minnesota
$727K -$25.6K -573 -3%
OFG
829
OmniStar Financial Group
North Carolina
$725K +$3.75K +84 +0.5%
GF
830
Gabelli Funds
New York
$724K -$13.4K -300 -2%
RMC
831
Resources Management Corp
Connecticut
$720K – – –
SEIA
832
Signature Estate & Investment Advisors
California
$720K +$8.43K +189 +1%
PWM
833
Pines Wealth Management
North Carolina
$718K +$749K +16,778 New
NEI
834
Northwest & Ethical Investments
Ontario, Canada
$716K – – –
DCM
835
Dudley Capital Management
Virginia
$708K – – –
WCAMG
836
Woodard & Company Asset Management Group
North Carolina
$707K -$13.4K -300 -2%
BFIM
837
Beese Fulmer Investment Management
Ohio
$706K +$58.1K +1,302 +9%
PA
838
Procyon Advisors
Connecticut
$706K -$24.7K -553 -3%
FCM
839
Fourpath Capital Management
Oklahoma
$705K -$21.3K -478 -3%
EFS
840
Essex Financial Services
Connecticut
$701K +$625 +14 +0.1%
FM
841
Foster & Motley
Ohio
$696K +$224K +5,014 +45%
MWA
842
Midland Wealth Advisors
Illinois
$695K -$79.5K -1,782 -10%
BAM
843
Broyhill Asset Management
North Carolina
$693K +$713K +15,980 New
IWA
844
Inspirion Wealth Advisors
Illinois
$690K – – –
FOFP
845
Fee-Only Financial Planning
South Carolina
$689K -$56.2K -1,260 -7%
FCA
846
FLC Capital Advisors
California
$688K – – –
PFGIA
847
Patriot Financial Group Insurance Agency
Massachusetts
$686K +$33.5K +750 +5%
PCM
848
Penserra Capital Management
California
$686K +$110K +2,465 +18%
MFT
849
Moisand Fitzgerald Tamayo
Florida
$686K -$49.5K -1,110 -7%
IWM
850
IHT Wealth Management
Illinois
$685K +$15.4K +344 +2%
32 33
34
35 36