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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
901
Shell Asset Management
Netherlands
$424K -$95.3K -3,034 -21%
AWAP
902
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$423K +$62.9K +2,003 +21%
LOPW
903
Live Oak Private Wealth
North Carolina
$422K -$29.8K -950 -8%
UCI
904
Uncommon Cents Investing
Wisconsin
$419K +$58K +1,846 +19%
GSEP
905
Golden State Equity Partners
California
$419K +$18.5K +590 +5%
CCM
906
Chiron Capital Management
Florida
$417K -$129K -4,100 -27%
GRQ
907
Gardner Russo & Quinn
Pennsylvania
$417K +$3.14K +100 +0.9%
KA
908
Klingman & Associates
New York
$414K +$20.8K +661 +6%
LCGC
909
Legacy Capital Group California
California
$414K -$848 -27 -0.2%
QI
910
Qtron Investments
Massachusetts
$412K +$350K +11,154 New
BC
911
Bartlett & Co
Ohio
$409K – – –
BCWM
912
Bartlett & Co Wealth Management
Ohio
$409K – – –
PPWP
913
Premier Path Wealth Partners
New Jersey
$408K +$347K +11,052 New
CAM
914
Cidel Asset Management
Ontario, Canada
$407K +$346K +11,030 New
CGL
915
Clarius Group LLC
Washington
$407K -$38.1K -1,214 -10%
RS
916
Rakuten Securities
Japan
$407K +$346K +11,022 New
BCM
917
Boltwood Capital Management
California
$407K +$16.3K +520 +5%
NHT
918
New Hampshire Trust
New Hampshire
$405K -$47.4K -1,510 -12%
HAM
919
Harmony Asset Management
Arizona
$405K +$344K +10,957 New
RBFC
920
Roman Butler Fullerton & Co
Missouri
$404K +$19.8K +632 +6%
FPAS
921
Focus Partners Advisor Solutions
Missouri
$404K -$21.5K -686 -6%
SWS
922
SYSTM Wealth Solutions
Illinois
$403K -$370K -11,779 -52%
CCWM
923
Cassaday & Co Wealth Management
Virginia
$401K -$9.26K -295 -3%
RL
924
Rogco LP
Oklahoma
$401K -$942 -30 -0.3%
PL
925
Perpetual Ltd
Australia
$401K -$78.5K -2,499 -19%
35 36
37
38 39