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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
851
Waverly Advisors
Alabama
$603K +$666K +13,842 New
HW
852
Hancock Whitney
Mississippi
$599K -$604K -12,559 -48%
CFG
853
Citizens Financial Group
Rhode Island
$598K +$1.93K +40 +0.3%
NB
854
Northwest Bancshares
Pennsylvania
$593K -$8.66K -180 -1%
MFG
855
Merit Financial Group
Georgia
$593K +$353K +7,330 +117%
DA
856
Denali Advisors
California
$592K -$28.9K -600 -4%
WI
857
WrapManager Inc
California
$588K +$170K +3,523 +35%
OCG
858
Opus Capital Group
Ohio
$587K +$39.6K +823 +7%
WA
859
WBH Advisory
Maryland
$586K +$4.91K +102 +0.8%
SIA
860
Schechter Investment Advisors
Michigan
$585K -$24.4K -508 -4%
CRI
861
Colonial River Investments
Virginia
$585K -$14.5K -301 -2%
HC
862
HNP Capital
New York
$584K -$632K -13,138 -49%
EH
863
Equitable Holdings
New York
$578K +$17.6K +366 +3%
AWE
864
Avidian Wealth Enterprises
Texas
$578K +$18K +375 +3%
LA
865
Lindenwold Advisors
Pennsylvania
$576K -$144 -3 -0%
EGM
866
Engineers Gate Manager
New York
$574K +$635K +13,190 New
SACTSONJ
867
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$571K – – –
WWM
868
Western Wealth Management
Colorado
$571K +$284K +5,907 +82%
MME
869
Meag Munich Ergo
Germany
$569K +$628K +13,059 New
AIM
870
Allen Investment Management
New York
$564K – – –
CIC
871
Chilton Investment Company
Connecticut
$564K – – –
BAM
872
Belpointe Asset Management
Nevada
$563K +$162K +3,375 +35%
FFMBT
873
First Farmers & Merchants Bank Trust
Tennessee
$558K – – –
EWA
874
EverSource Wealth Advisors
Alabama
$555K -$227K -4,723 -27%
FMAEN1
875
Fund Management at Engine No 1
California
$555K -$33.1K -688 -5%
33 34
35
36 37