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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ICA
851
Infrastructure Capital Advisors
New York
$715K +$66.2K +1,508 +10%
KI
852
Kula Investments
Illinois
$714K +$728K +16,601 New
HH
853
Hilltop Holdings
Texas
$714K -$15K -341 -2%
AWE
854
Avidian Wealth Enterprises
Texas
$713K +$145K +3,304 +25%
CI
855
Cigna Investments
Connecticut
$706K +$263 +6 +0%
GT
856
Greenleaf Trust
Michigan
$700K +$94.7K +2,158 +15%
FCA
857
FLC Capital Advisors
California
$694K +$20.6K +469 +3%
DCM
858
Dudley Capital Management
Virginia
$689K +$702K +16,003 New
LGA
859
Lebenthal Global Advisors
New York
$687K +$62.6K +1,428 +10%
MAM
860
Montchanin Asset Management
Delaware
$687K +$202K +4,600 +40%
LIM
861
Longfellow Investment Management
Massachusetts
$686K – – –
WC
862
Whitney & Co
New York
$683K -$11.3K -258 -2%
MMHP
863
Murphy Middleton Hinkle & Parker
Georgia
$673K +$24.6K +560 +4%
MW
864
Marcum Wealth
Ohio
$672K -$71.2K -1,622 -9%
YIH
865
Y-Intercept (HK)
Hong Kong
$672K +$685K +15,612 New
LCM
866
Linker Capital Management
Kentucky
$668K – – –
VCM
867
Virtue Capital Management
Tennessee
$657K +$670K +15,272 New
RMC
868
Resources Management Corp
Connecticut
$654K – – –
SFG
869
SevenBridge Financial Group
Pennsylvania
$652K -$576K -13,120 -46%
TAM
870
Trust Asset Management
Texas
$648K – – –
AWC
871
Abundance Wealth Counselors
Pennsylvania
$644K +$49.8K +1,136 +8%
RW
872
Rede Wealth
Virginia
$644K +$130K +2,966 +25%
MWM
873
Modera Wealth Management
New Jersey
$640K +$2.98K +68 +0.5%
MMPW
874
Mitchell McLeod Pugh & Williams
Alabama
$635K -$44.4K -1,012 -6%
AG
875
AIA Group
Hong Kong
$633K +$488K +11,120 +309%
33 34
35
36 37