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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
901
Optimal Asset Management
California
$419K +$905 +20 +0.2%
AL
902
Aspiriant LLC
California
$415K -$30.2K -666 -7%
CFMC
903
Curbstone Financial Management Corp
New Hampshire
$413K -$141K -3,108 -27%
BB
904
Busey Bank
Illinois
$412K -$211K -4,665 -35%
APA
905
Allegiant Private Advisors
Florida
$406K +$384K +8,477 New
PCM
906
Penserra Capital Management
California
$403K +$37.5K +829 +11%
CG
907
Caprock Group
Idaho
$401K -$207K -4,578 -35%
VFP
908
Verus Financial Partners
Virginia
$399K +$50.3K +1,111 +15%
AFM
909
Andesa Financial Management
Pennsylvania
$399K +$58.3K +1,287 +18%
JG
910
Jefferies Group
New York
$398K +$376K +8,312 New
FSA
911
Franklin Street Advisors
North Carolina
$397K +$9.05K +200 +2%
AWE
912
Avidian Wealth Enterprises
Texas
$396K +$10.3K +228 +3%
LCM
913
Laurion Capital Management
New York
$393K +$372K +8,208 New
CFO
914
Collective Family Office
Pennsylvania
$391K +$369K +8,155 New
SL
915
Salomon & Ludwin
Virginia
$390K +$22.8K +503 +7%
LCWP
916
Legacy Capital Wealth Partners
Arkansas
$387K +$365K +8,073 New
LB
917
Leo Brokerage
Texas
$386K -$79.3K -1,751 -18%
VFA
918
Valeo Financial Advisors
Indiana
$383K -$36.9K -814 -9%
XSC
919
X-Square Capital
Puerto Rico
$383K +$362K +8,000 New
AWM
920
Absher Wealth Management
North Carolina
$382K -$67.6K -1,493 -16%
BMC
921
Benin Management Corp
Connecticut
$379K -$9.05K -200 -2%
FCFC
922
First Commonwealth Financial Corp
Pennsylvania
$378K -$12K -265 -3%
DSN
923
D. Scott Neal
Kentucky
$378K -$3.89K -86 -1%
MMPW
924
Mitchell McLeod Pugh & Williams
Alabama
$378K – – –
TMAM
925
Tokio Marine Asset Management
Japan
$378K +$15.8K +349 +5%
35 36
37
38 39