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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
876
Sound View Wealth Advisors Group
Georgia
$678K +$148 +3 +0%
RWM
877
RKL Wealth Management
Pennsylvania
$678K -$98.7K -1,998 -12%
TAM
878
Trust Asset Management
Texas
$678K – – –
CW
879
Code Waechter
Florida
$678K +$23.6K +477 +3%
AWMS
880
Advocacy Wealth Management Services
Georgia
$677K -$9.14K -185 -1%
SLI
881
Sumitomo Life Insurance
Japan
$677K +$23.3K +472 +3%
3IP
882
3Chopt Investment Partners
Virginia
$675K -$1.28K -26 -0.2%
FDS
883
First Dallas Securities
Texas
$674K +$10.4K +211 +1%
HBT
884
Hills Bank & Trust
Iowa
$673K -$79.4K -1,607 -10%
IWM
885
IHT Wealth Management
Illinois
$672K +$65.4K +1,324 +10%
AW
886
Alteri Wealth
California
$666K -$5.19K -105 -0.7%
TYCC
887
Texas Yale Capital Corp
Florida
$662K – – –
PCM
888
Princeton Capital Management
New Jersey
$661K -$2.67K -54 -0.4%
FCCM
889
First City Capital Management
Georgia
$660K +$22.6K +457 +3%
1IA
890
1620 Investment Advisors
Massachusetts
$659K +$17.7K +358 +3%
MMHP
891
Murphy Middleton Hinkle & Parker
Georgia
$654K +$471K +9,533 +203%
LA
892
LVW Advisors
New York
$651K +$229K +4,636 +49%
AMIM
893
Aull & Monroe Investment Management
Alabama
$650K +$96.1K +1,945 +16%
CAM
894
Cidel Asset Management
Ontario, Canada
$650K +$112K +2,269 +19%
ZCP
895
Z3 Capital Partners
Virginia
$645K -$28.8K -583 -4%
HNB
896
Hilltop National Bank
Wyoming
$645K +$55.3K +1,120 +9%
CIC
897
Chilton Investment Company
Connecticut
$641K -$205K -4,152 -23%
UCI
898
Uncommon Cents Investing
Wisconsin
$639K +$20.5K +415 +3%
KA
899
Klingman & Associates
New York
$639K +$12.9K +262 +2%
PH
900
Pinnacle Holdings
Oklahoma
$638K +$26.7K +540 +4%
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36
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