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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFW
851
Brady Family Wealth
Missouri
$560K +$4.35K +119 +0.8%
EWM
852
Evercore Wealth Management
New York
$555K +$43.5K +1,190 +9%
CTI
853
Community Trust & Investment
Kentucky
$553K -$6.15K -168 -1%
CWM
854
Centurion Wealth Management
Virginia
$550K +$222K +6,056 +75%
CI
855
Cigna Investments
Connecticut
$549K – – –
PFGIA
856
Patriot Financial Group Insurance Agency
Massachusetts
$548K +$35.3K +964 +7%
HT
857
Headlands Technologies
Illinois
$548K +$293K +8,011 +133%
PWM
858
Prosperity Wealth Management
California
$547K – – –
BCM
859
BlueMar Capital Management
Florida
$546K +$513K +14,012 New
HNB
860
Hilltop National Bank
Wyoming
$543K +$510K +13,936 New
FWCM
861
Ferguson Wellman Capital Management
Oregon
$540K -$146K -3,997 -22%
PIFP
862
Partners in Financial Planning
Virginia
$531K – – –
APC
863
Aspire Private Capital
North Carolina
$530K +$54.3K +1,483 +12%
NAS
864
Nicolet Advisory Services
Wisconsin
$528K +$147K +4,017 +42%
PH
865
Pinnacle Holdings
Oklahoma
$527K -$19.3K -527 -4%
MW
866
Marcum Wealth
Ohio
$527K +$59.7K +1,632 +14%
CCA
867
Cobblestone Capital Advisors
New York
$526K +$143K +3,907 +41%
PCM
868
Penserra Capital Management
California
$525K -$214K -5,851 -30%
NGA
869
Naples Global Advisors
Florida
$525K +$11.9K +326 +2%
BL
870
Balentine LLC
Georgia
$524K +$61.6K +1,684 +14%
MMPW
871
Mitchell McLeod Pugh & Williams
Alabama
$522K +$4.35K +119 +0.9%
HWAM
872
Hennion & Walsh Asset Management
New Jersey
$520K -$3.69K -101 -0.8%
CCT
873
Chemung Canal Trust
New York
$519K +$285K +7,784 +141%
CFGS
874
Concourse Financial Group Securities
Alabama
$518K +$11.3K +310 +2%
CW
875
CreativeOne Wealth
Kansas
$516K +$484K +13,237 New
33 34
35
36 37