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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
851
Avidian Wealth Enterprises
Texas
$713K +$145K +3,304 +25%
CI
852
Cigna Investments
Connecticut
$706K +$263 +6 +0%
GT
853
Greenleaf Trust
Michigan
$700K +$94.7K +2,158 +15%
FCA
854
FLC Capital Advisors
California
$694K +$20.6K +469 +3%
DCM
855
Dudley Capital Management
Virginia
$689K +$702K +16,003 New
LGA
856
Lebenthal Global Advisors
New York
$687K +$62.6K +1,428 +10%
MAM
857
Montchanin Asset Management
Delaware
$687K +$202K +4,600 +40%
LIM
858
Longfellow Investment Management
Massachusetts
$686K – – –
WC
859
Whitney & Co
New York
$683K -$11.3K -258 -2%
MMHP
860
Murphy Middleton Hinkle & Parker
Georgia
$673K +$24.6K +560 +4%
MW
861
Marcum Wealth
Ohio
$672K -$71.2K -1,622 -9%
YIH
862
Y-Intercept (HK)
Hong Kong
$672K +$685K +15,612 New
LCM
863
Linker Capital Management
Kentucky
$668K – – –
VCM
864
Virtue Capital Management
Tennessee
$657K +$670K +15,272 New
RMC
865
Resources Management Corp
Connecticut
$654K – – –
SFG
866
SevenBridge Financial Group
Pennsylvania
$652K -$576K -13,120 -46%
TAM
867
Trust Asset Management
Texas
$648K – – –
AWC
868
Abundance Wealth Counselors
Pennsylvania
$644K +$49.8K +1,136 +8%
RW
869
Rede Wealth
Virginia
$644K +$130K +2,966 +25%
MWM
870
Modera Wealth Management
New Jersey
$640K +$2.98K +68 +0.5%
MMPW
871
Mitchell McLeod Pugh & Williams
Alabama
$635K -$44.4K -1,012 -6%
AG
872
AIA Group
Hong Kong
$633K +$488K +11,120 +309%
DA
873
Denali Advisors
California
$633K +$48.3K +1,100 +8%
CGL
874
Clarius Group LLC
Washington
$631K +$14.2K +323 +2%
FMAEN1
875
Fund Management at Engine No 1
California
$629K +$81.3K +1,853 +15%
33 34
35
36 37