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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
876
Bard Financial Services
Connecticut
$515K – – –
WC
877
Waterloo Capital
Texas
$514K +$207K +5,668 +75%
GCP
878
GSA Capital Partners
United Kingdom
$514K +$238K +6,500 +97%
FIM
879
Freedom Investment Management
Connecticut
$514K +$114K +3,111 +31%
ECM
880
Evergreen Capital Management
Washington
$513K +$194K +5,305 +67%
SACTSONJ
881
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$512K – – –
WAAG
882
Wealth Alliance Advisory Group
Kansas
$507K +$14.2K +387 +3%
DWT
883
Dorsey & Whitney Trust
South Dakota
$507K +$28K +766 +6%
AT
884
Avalon Trust
New Mexico
$507K – – –
CIC
885
Chilton Investment Company
Connecticut
$505K – – –
IB
886
Intrust Bank
Kansas
$502K +$8.93K +244 +2%
XSC
887
X-Square Capital
Puerto Rico
$497K -$587K -16,035 -55%
EI
888
Ellevest Inc
New York
$494K +$35.9K +980 +8%
HCPC
889
Hamilton Capital Partners (Canada)
$491K – – –
QPWM
890
Quadrant Private Wealth Management
Pennsylvania
$485K -$8.6K -235 -2%
HBW
891
Hazlett, Burt & Watson
West Virginia
$485K -$7.06K -193 -2%
CF
892
Centaurus Financial
California
$485K +$86.4K +2,363 +23%
SAM
893
Smartleaf Asset Management
Massachusetts
$485K -$51.9K -1,418 -10%
IA
894
IFP Advisors
Florida
$484K +$142K +3,884 +45%
EWA
895
Exencial Wealth Advisors
Oklahoma
$482K -$3.95K -108 -0.9%
FPWM
896
FSB Premier Wealth Management
Iowa
$475K -$10.1K -276 -2%
TIA
897
Tandem Investment Advisors
South Carolina
$474K +$8.45K +231 +2%
CAM
898
Cidel Asset Management
Ontario, Canada
$473K +$40K +1,093 +10%
TYCC
899
Texas Yale Capital Corp
Florida
$472K +$10.2K +280 +2%
KP
900
Keel Point
Alabama
$471K +$5.93K +162 +1%
34 35
36
37 38