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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
876
Trust Asset Management
Texas
$726K -$26.6K -577 -4%
3IP
877
3Chopt Investment Partners
Virginia
$724K +$8.89K +193 +1%
LCGC
878
Legacy Capital Group California
California
$720K -$6.59K -143 -1%
ZCP
879
Z3 Capital Partners
Virginia
$719K +$673K +14,608 New
APC
880
Aspire Private Capital
North Carolina
$718K -$19.7K -427 -3%
AW
881
Alteri Wealth
California
$718K +$921 +20 +0.1%
FCB
882
First County Bank
Connecticut
$718K -$27.9K -605 -4%
PAM
883
Panagora Asset Management
Massachusetts
$717K -$7.83K -170 -1%
KP
884
Keel Point
Alabama
$713K +$11.7K +253 +2%
FDS
885
First Dallas Securities
Texas
$711K +$173K +3,762 +35%
PCM
886
Princeton Capital Management
New Jersey
$710K -$30.2K -656 -4%
AGWCA
887
Annis Gardner Whiting Capital Advisors
Florida
$710K +$21.9K +476 +3%
TYCC
888
Texas Yale Capital Corp
Florida
$709K – – –
DWAM
889
Duncan Williams Asset Management
Tennessee
$706K +$1.38K +30 +0.2%
CW
890
Code Waechter
Florida
$702K +$73.2K +1,589 +13%
SLI
891
Sumitomo Life Insurance
Japan
$702K +$7.23K +157 +1%
PPWP
892
Premier Path Wealth Partners
New Jersey
$699K +$23.8K +516 +4%
LFS
893
Lighthouse Financial Services
California
$693K +$649K +14,089 New
RPC
894
Rossmore Private Capital
Connecticut
$692K -$1.38K -30 -0.2%
PWM
895
Prosperity Wealth Management
California
$691K – – –
MFT
896
Moisand Fitzgerald Tamayo
Florida
$689K -$33K -716 -5%
MIF
897
Mediolanum International Funds
Ireland
$688K +$640K +13,890 New
1IA
898
1620 Investment Advisors
Massachusetts
$688K -$125K -2,705 -16%
FCCM
899
First City Capital Management
Georgia
$685K -$20.6K -448 -3%
CW
900
CreativeOne Wealth
Kansas
$684K +$11.2K +244 +2%
34 35
36
37 38