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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
901
Institute for Wealth Management
Colorado
$425K +$30.9K +683 +8%
TAM
902
Trust Asset Management
Texas
$423K +$90.7K +2,004 +29%
NB
903
NBT Bank
New York
$421K +$398K +8,800 New
HH
904
Hilltop Holdings
Texas
$419K -$310K -6,841 -44%
OAM
905
Optimal Asset Management
California
$419K +$905 +20 +0.2%
AL
906
Aspiriant LLC
California
$415K -$30.2K -666 -7%
CFMC
907
Curbstone Financial Management Corp
New Hampshire
$413K -$141K -3,108 -27%
BB
908
Busey Bank
Illinois
$412K -$211K -4,665 -35%
APA
909
Allegiant Private Advisors
Florida
$406K +$384K +8,477 New
PCM
910
Penserra Capital Management
California
$403K +$37.5K +829 +11%
CG
911
Caprock Group
Idaho
$401K -$207K -4,578 -35%
VFP
912
Verus Financial Partners
Virginia
$399K +$50.3K +1,111 +15%
AFM
913
Andesa Financial Management
Pennsylvania
$399K +$58.3K +1,287 +18%
JG
914
Jefferies Group
New York
$398K +$376K +8,312 New
FSA
915
Franklin Street Advisors
North Carolina
$397K +$9.05K +200 +2%
AWE
916
Avidian Wealth Enterprises
Texas
$396K +$10.3K +228 +3%
LCM
917
Laurion Capital Management
New York
$393K +$372K +8,208 New
CFO
918
Collective Family Office
Pennsylvania
$391K +$369K +8,155 New
SL
919
Salomon & Ludwin
Virginia
$390K +$22.8K +503 +7%
LCWP
920
Legacy Capital Wealth Partners
Arkansas
$387K +$365K +8,073 New
LB
921
Leo Brokerage
Texas
$386K -$79.3K -1,751 -18%
VFA
922
Valeo Financial Advisors
Indiana
$383K -$36.9K -814 -9%
XSC
923
X-Square Capital
Puerto Rico
$383K +$362K +8,000 New
AWM
924
Absher Wealth Management
North Carolina
$382K -$67.6K -1,493 -16%
BMC
925
Benin Management Corp
Connecticut
$379K -$9.05K -200 -2%
35 36
37
38 39