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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
851
Riverbend Wealth Management
South Carolina
$643K +$7.2K +184 +1%
QIM
852
Quantitative Investment Management
Virginia
$637K +$580K +14,836 New
PIFP
853
Partners in Financial Planning
Virginia
$637K – – –
CWM
854
Centurion Wealth Management
Virginia
$636K +$31.6K +808 +6%
BB
855
Busey Bank
Illinois
$636K -$13.7K -350 -2%
SCM
856
Sterling Capital Management
North Carolina
$635K +$16.4K +420 +3%
LCGC
857
Legacy Capital Group California
California
$635K -$6.38K -163 -1%
MSA
858
Marino Stram & Associates
Massachusetts
$633K -$289K -7,396 -33%
MFT
859
Moisand Fitzgerald Tamayo
Florida
$632K – – –
SLI
860
Sumitomo Life Insurance
Japan
$631K -$29.7K -759 -5%
XSC
861
X-Square Capital
Puerto Rico
$629K +$28.7K +733 +5%
OHWA
862
Oak Hill Wealth Advisors
Virginia
$629K -$26.5K -677 -5%
SW
863
Simplicity Wealth
New Jersey
$627K +$571K +14,594 New
MC
864
Montag & Caldwell
Georgia
$626K – – –
TYCC
865
Texas Yale Capital Corp
Florida
$625K +$79.5K +2,032 +16%
CWA
866
Centennial Wealth Advisory
Michigan
$623K +$4.58K +117 +0.8%
KP
867
Keel Point
Alabama
$621K +$87.3K +2,232 +18%
FT
868
Fiduciary Trust
Massachusetts
$621K -$51.9K -1,327 -8%
RBI
869
Raiffeisen Bank International
Austria
$618K -$21.2K -543 -4%
FCCM
870
First City Capital Management
Georgia
$617K +$47.9K +1,224 +9%
PA
871
Parallel Advisors
California
$617K +$155K +3,949 +38%
FFG
872
First Financial Group
North Carolina
$616K -$196 -5 -0%
IWA
873
Icon Wealth Advisors
Texas
$615K +$39 +1 +0%
RWM
874
Revisor Wealth Management
Ohio
$612K +$527K +13,459 New
MAM
875
Morse Asset Management
Connecticut
$608K -$266K -6,800 -32%
33 34
35
36 37