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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
901
Live Oak Private Wealth
North Carolina
$642K -$382K -6,247 -36%
FCFC
902
First Commonwealth Financial Corp
Pennsylvania
$641K +$3.54K +58 +0.5%
CWC
903
Carolinas Wealth Consulting
North Carolina
$641K +$75.8K +1,241 +13%
HT
904
HighTower Trust
Texas
$641K +$669K +10,943 New
TFA
905
Triad Financial Advisors
North Carolina
$641K +$669K +10,950 New
PTC
906
Philadelphia Trust Company
Pennsylvania
$635K -$17.1K -280 -3%
AWMT
907
AAFMAA Wealth Management & Trust
North Carolina
$634K – – –
AWE
908
Avidian Wealth Enterprises
Texas
$634K +$27.1K +444 +4%
CA
909
CSM Advisors
Pennsylvania
$632K – – –
NRA
910
NSI Retail Advisors
Pennsylvania
$632K – – –
BB
911
Busey Bank
Illinois
$630K -$45.4K -743 -6%
MSFS
912
Main Street Financial Solutions
Pennsylvania
$630K -$10.5K -172 -2%
LSPW
913
Lake Street Private Wealth
Illinois
$629K +$172K +2,810 +35%
MMPW
914
Mitchell McLeod Pugh & Williams
Alabama
$628K +$18.9K +310 +3%
GRQ
915
Gardner Russo & Quinn
Pennsylvania
$626K +$2.69K +44 +0.4%
CNC
916
Canandaigua National Corp
New York
$625K -$89.8K -1,470 -12%
EWM
917
Evermay Wealth Management
Virginia
$624K -$8.55K -140 -1%
MPM
918
MBB Public Markets
Illinois
$622K +$649K +10,631 New
WA
919
WealthTrust Axiom
Pennsylvania
$621K +$7.33K +120 +1%
EWA
920
EP Wealth Advisors
California
$619K -$61K -998 -9%
DA
921
Denali Advisors
California
$615K -$12.2K -200 -2%
SCM
922
Southport Capital Management
Tennessee
$612K +$172K +2,808 +37%
CAM
923
Covenant Asset Management
New Jersey
$607K – – –
ESB
924
Essex Savings Bank
Connecticut
$599K -$855 -14 -0.1%
SAM
925
Summit Asset Management
Tennessee
$598K -$56.9K -932 -8%
35 36
37
38 39