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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
851
Live Oak Private Wealth
North Carolina
$409K -$7.33K -236 -2%
IWM
852
IHT Wealth Management
Illinois
$408K -$205K -6,615 -33%
CAM
853
Chesapeake Asset Management
New York
$400K -$97.1K -3,126 -19%
EP
854
Eudaimonia Partners
Tennessee
$398K +$188K +6,054 +86%
SACTSONJ
855
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$398K – – –
LA
856
Lindenwold Advisors
Pennsylvania
$397K – – –
WI
857
WrapManager Inc
California
$395K -$213K -6,862 -35%
AT
858
Avalon Trust
New Mexico
$395K -$40.2K -1,295 -9%
PI
859
Putnam Investments
Massachusetts
$394K +$403K +12,974 New
RFA
860
Register Financial Advisors
Georgia
$393K +$2.95K +95 +0.7%
AIM
861
Allen Investment Management
New York
$393K – – –
CIC
862
Chilton Investment Company
Connecticut
$393K – – –
PAM
863
Panagora Asset Management
Massachusetts
$392K -$53.4K -1,720 -12%
WAAG
864
Wealth Alliance Advisory Group
Kansas
$392K -$30.7K -987 -7%
NHT
865
New Hampshire Trust
New Hampshire
$390K +$18.9K +608 +5%
FDCDDQ
866
Federation des caisses Desjardins du Quebec
Quebec, Canada
$389K +$13.5K +435 +4%
GT
867
Greenleaf Trust
Michigan
$389K -$119K -3,845 -23%
RBFC
868
Roman Butler Fullerton & Co
Missouri
$389K +$132K +4,266 +64%
MIFH
869
Migdal Insurance & Financial Holdings
Israel
$387K -$1.2M -38,774 -75%
PFGIA
870
Patriot Financial Group Insurance Agency
Massachusetts
$386K -$33.4K -1,076 -8%
GWM
871
Geneos Wealth Management
Colorado
$386K +$3.29K +106 +0.8%
CT
872
Caldwell Trust
Florida
$385K -$29.9K -963 -7%
WA
873
WBH Advisory
Maryland
$384K +$12.1K +391 +3%
HIGP
874
Hill Investment Group Partners
Missouri
$383K – – –
MAM
875
Montchanin Asset Management
Delaware
$380K -$187K -6,015 -33%
33 34
35
36 37