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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
901
Westover Capital Advisors
Delaware
$688K – – –
SW
902
Simplicity Wealth
New Jersey
$687K -$1.97K -40 -0.3%
LA
903
LexAurum Advisors
Kansas
$686K -$1.03K -21 -0.2%
FM
904
Foster & Motley
Ohio
$685K +$115K +2,333 +20%
VWM
905
Venturi Wealth Management
Texas
$684K +$16.4K +334 +2%
7WCP
906
71 West Capital Partners
Massachusetts
$683K +$291K +5,912 +76%
IAS
907
Insigneo Advisory Services
Florida
$680K -$75.2K -1,529 -10%
RPC
908
Rossmore Private Capital
Connecticut
$680K -$3.74K -76 -0.6%
PWM
909
Pines Wealth Management
North Carolina
$674K – – –
PH
910
Pinnacle Holdings
Oklahoma
$674K -$26.6K -540 -4%
HBW
911
Hazlett, Burt & Watson
West Virginia
$672K +$26.8K +545 +4%
EIA
912
Eastover Investment Advisors
North Carolina
$672K – – –
AIC
913
Archer Investment Corporation
Indiana
$668K +$49 +1 +0%
ACP
914
Aviance Capital Partners
Florida
$665K – – –
FMI
915
F/M Investments
District of Columbia
$663K – – –
FWP
916
Forefront Wealth Partners
Texas
$660K -$8.27K -168 -1%
EWA
917
EverSource Wealth Advisors
Alabama
$658K -$188K -3,815 -22%
RPGK
918
Retirement Planning Group (Kansas)
Kansas
$656K +$124K +2,515 +24%
HCMT
919
Highland Capital Management (Tennessee)
Tennessee
$655K +$492 +10 +0.1%
HNB
920
Hilltop National Bank
Wyoming
$651K -$47K -955 -7%
MAG
921
Meadowbrook Advisors Group
New Jersey
$651K -$469K -9,525 -42%
EI
922
Ellevest Inc
New York
$650K +$216K +4,391 +51%
CF
923
Centaurus Financial
California
$649K +$136K +2,764 +27%
HBT
924
Hills Bank & Trust
Iowa
$649K -$79.6K -1,619 -11%
EDRH
925
Edmond de Rothschild Holding
Switzerland
$649K +$621K +12,617 +3,131%
35 36
37
38 39