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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FCCM
851
First City Capital Management
Georgia
$624K +$138K +3,272 +29%
MC
852
Montag & Caldwell
Georgia
$623K – – –
DWAM
853
Duncan Williams Asset Management
Tennessee
$622K +$275K +6,508 +81%
FMII
854
Farmers & Merchants Investments Inc
Nebraska
$620K -$191K -4,521 -24%
SHWM
855
Smith & Howard Wealth Management
Georgia
$620K – – –
WIA
856
World Investment Advisors
California
$620K +$99.5K +2,355 +19%
TCM
857
Teza Capital Management
Illinois
$618K +$62.3K +1,475 +11%
EWA
858
EP Wealth Advisors
California
$617K +$232K +5,505 +62%
HPM
859
Hoxton Planning & Management
West Virginia
$602K +$175K +4,141 +42%
CCA
860
Cobblestone Capital Advisors
New York
$601K +$14.3K +339 +2%
PWM
861
Prosperity Wealth Management
California
$600K – – –
EHWM
862
Eads & Heald Wealth Management
Georgia
$599K +$255K +6,042 +76%
NGA
863
Naples Global Advisors
Florida
$598K +$21.9K +518 +4%
PI
864
PFG Investments
New York
$595K -$43.8K -1,036 -7%
PPWP
865
Premier Path Wealth Partners
New Jersey
$595K +$1.6K +38 +0.3%
FG
866
Fiduciary Group
Georgia
$592K -$20.3K -481 -3%
CI
867
Cigna Investments
Connecticut
$592K -$4.81K -114 -0.8%
CW
868
CreativeOne Wealth
Kansas
$592K +$261K +6,190 +81%
WHG
869
Westwood Holdings Group
Texas
$591K -$72.7K -1,721 -11%
HNB
870
Hilltop National Bank
Wyoming
$589K -$7.47K -177 -1%
PIFP
871
Partners in Financial Planning
Virginia
$585K +$1.65K +39 +0.3%
MFG
872
Merit Financial Group
Georgia
$585K -$658K -15,577 -53%
BW
873
Bison Wealth
Georgia
$585K -$424K -10,051 -42%
GWM
874
Geneos Wealth Management
Colorado
$584K +$72.9K +1,725 +14%
IMRF
875
Illinois Municipal Retirement Fund
Illinois
$582K +$574K +13,599 New
33 34
35
36 37