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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
7WCP
901
71 West Capital Partners
Massachusetts
$683K +$291K +5,912 +76%
IAS
902
Insigneo Advisory Services
Florida
$680K -$75.2K -1,529 -10%
RPC
903
Rossmore Private Capital
Connecticut
$680K -$3.74K -76 -0.6%
PWM
904
Pines Wealth Management
North Carolina
$674K – – –
PH
905
Pinnacle Holdings
Oklahoma
$674K -$26.6K -540 -4%
HBW
906
Hazlett, Burt & Watson
West Virginia
$672K +$26.8K +545 +4%
EIA
907
Eastover Investment Advisors
North Carolina
$672K – – –
AIC
908
Archer Investment Corporation
Indiana
$668K +$49 +1 +0%
ACP
909
Aviance Capital Partners
Florida
$665K – – –
FMI
910
F/M Investments
District of Columbia
$663K – – –
FWP
911
Forefront Wealth Partners
Texas
$660K -$8.27K -168 -1%
EWA
912
EverSource Wealth Advisors
Alabama
$658K -$188K -3,815 -22%
RPGK
913
Retirement Planning Group (Kansas)
Kansas
$656K +$124K +2,515 +24%
HCMT
914
Highland Capital Management (Tennessee)
Tennessee
$655K +$492 +10 +0.1%
HNB
915
Hilltop National Bank
Wyoming
$651K -$47K -955 -7%
MAG
916
Meadowbrook Advisors Group
New Jersey
$651K -$469K -9,525 -42%
EI
917
Ellevest Inc
New York
$650K +$216K +4,391 +51%
CF
918
Centaurus Financial
California
$649K +$136K +2,764 +27%
HBT
919
Hills Bank & Trust
Iowa
$649K -$79.6K -1,619 -11%
EDRH
920
Edmond de Rothschild Holding
Switzerland
$649K +$621K +12,617 +3,131%
SVWAG
921
Sound View Wealth Advisors Group
Georgia
$647K -$87.3K -1,774 -12%
HFM
922
Hartford Funds Management
Pennsylvania
$639K +$31.9K +648 +5%
LCGC
923
Legacy Capital Group California
California
$639K -$16.5K -336 -3%
PR
924
Payden & Rygel
California
$638K – – –
CI
925
CX Institutional
Indiana
$637K +$17.4K +354 +3%
35 36
37
38 39