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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
851
EP Wealth Advisors
California
$684K +$106K +2,380 +17%
RMC
852
Resources Management Corp
Connecticut
$683K – – –
BFIM
853
Beese Fulmer Investment Management
Ohio
$683K +$13.8K +309 +2%
WQ
854
Wealth Quarterback
New Jersey
$682K +$57.2K +1,285 +8%
CBTWT
855
Community Bank & Trust (Waco, Texas)
Texas
$679K +$54.1K +1,214 +8%
HPC
856
HM Payson & Co
Maine
$679K +$73.2K +1,644 +11%
DCM
857
Dudley Capital Management
Virginia
$672K – – –
LWAM
858
Legacy Wealth Asset Management
Minnesota
$671K -$19.4K -436 -3%
EFS
859
Essex Financial Services
Connecticut
$669K +$4.86K +109 +0.7%
FCM
860
Fourpath Capital Management
Oklahoma
$668K -$846 -19 -0.1%
PFGIA
861
Patriot Financial Group Insurance Agency
Massachusetts
$667K +$17.6K +394 +2%
SEIA
862
Signature Estate & Investment Advisors
California
$658K -$26.4K -593 -4%
CCM
863
Canal Capital Management
Virginia
$658K -$44.9K -1,008 -6%
BAM
864
Broyhill Asset Management
North Carolina
$658K – – –
FCA
865
FLC Capital Advisors
California
$652K – – –
KWA
866
Kingswood Wealth Advisors
California
$651K +$55.2K +1,238 +8%
IWM
867
IHT Wealth Management
Illinois
$651K +$1.29K +29 +0.2%
CFB
868
Cullen/Frost Bankers
Texas
$650K +$5.66K +127 +0.8%
FT
869
Fiduciary Trust
Massachusetts
$649K +$102K +2,291 +17%
WCAMG
870
Woodard & Company Asset Management Group
North Carolina
$646K -$26.1K -586 -4%
IWA
871
Inspirion Wealth Advisors
Illinois
$646K – – –
EHWM
872
Eads & Heald Wealth Management
Georgia
$644K -$102K -2,285 -13%
AWM
873
Atticus Wealth Management
Florida
$643K – – –
AG
874
AlTi Global
New York
$642K -$7.49K -168 -1%
MLA
875
My Legacy Advisors
Oregon
$637K +$94.6K +2,124 +16%
33 34
35
36 37