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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
826
WBI Investments
New Jersey
$753K -$249K -5,029 -23%
MS
827
Millington Securities
New Jersey
$753K +$810K +16,385 New
PL
828
Perpetual Ltd
Australia
$753K +$809K +16,374 New
HH
829
Hilltop Holdings
Texas
$749K -$667K -13,497 -45%
FSA
830
Franklin Street Advisors
North Carolina
$748K +$7.71K +156 +1%
DCM
831
Dudley Capital Management
Virginia
$747K -$3.66K -74 -0.5%
SW
832
SteelPeak Wealth
California
$740K +$796K +16,106 New
PVI
833
Pine Valley Investments
New Jersey
$739K +$1.14K +23 +0.1%
PWM
834
Perigon Wealth Management
California
$739K -$16.4K -332 -2%
MG
835
Mather Group
Illinois
$738K -$24K -486 -3%
WWA
836
WCG Wealth Advisors
Nevada
$737K +$37.3K +755 +5%
MWM
837
Modern Wealth Management
Kansas
$736K +$490K +9,912 +169%
TC
838
TownSquare Capital
Utah
$736K +$19.7K +398 +3%
CPSAC
839
Chas P. Smith & Associates (CPS)
Florida
$736K -$48.9K -990 -6%
GF
840
Gabelli Funds
New York
$736K – – –
FMI
841
Frec Markets Inc
California
$734K +$396K +8,021 +101%
FCA
842
FLC Capital Advisors
California
$729K -$198 -4 -0%
YP
843
YANKCOM Partnership
South Dakota
$728K -$5.58K -113 -0.7%
GM
844
GeoWealth Management
Illinois
$727K +$222K +4,499 +40%
SA
845
Strategic Advisors
New York
$724K -$16.7K -338 -2%
KP
846
Keel Point
Alabama
$721K +$58.9K +1,191 +8%
PCIA
847
Prime Capital Investment Advisors
Kansas
$719K -$9.78K -198 -1%
AWM
848
Atticus Wealth Management
Florida
$719K – – –
I
849
INVST
Indiana
$717K -$23.9K -484 -3%
TCBWMS
850
Texas Capital Bank Wealth Management Services
Texas
$716K -$4.55K -92 -0.6%
32 33
34
35 36