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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TBA
901
Tower Bridge Advisors
Pennsylvania
$611K -$26.8K -600 -4%
GWM
902
Geneos Wealth Management
Colorado
$611K +$19.5K +437 +3%
CF
903
Centaurus Financial
California
$610K -$94K -2,107 -13%
PPWP
904
Premier Path Wealth Partners
New Jersey
$609K +$5.62K +126 +0.9%
PTC
905
Private Trust Company
Ohio
$608K -$140K -3,128 -18%
PWM
906
Prosperity Wealth Management
California
$608K – – –
CWM
907
Centurion Wealth Management
Virginia
$607K +$23.6K +528 +4%
MLA
908
My Legacy Advisors
Oregon
$606K +$83.1K +1,862 +16%
NGA
909
Naples Global Advisors
Florida
$605K -$1.16K -26 -0.2%
WC
910
Westhampton Capital
North Carolina
$604K -$93.5K -2,095 -13%
GWANC
911
Guardian Wealth Advisors (North Carolina)
North Carolina
$600K -$47.6K -1,067 -7%
FG
912
Fiduciary Group
Georgia
$595K -$5.85K -131 -0.9%
GT
913
Greenleaf Trust
Michigan
$594K +$26.8K +600 +5%
RBI
914
Raiffeisen Bank International
Austria
$594K +$611K +13,693 New
PIFP
915
Partners in Financial Planning
Virginia
$593K – – –
CI
916
Cigna Investments
Connecticut
$593K -$6.69K -150 -1%
MCM
917
MAI Capital Management
Ohio
$593K -$66.1K -1,481 -10%
IMRF
918
Illinois Municipal Retirement Fund
Illinois
$590K – – –
PH
919
Pinnacle Holdings
Oklahoma
$586K – – –
HCPC
920
Hamilton Capital Partners (Canada)
$586K +$326K +7,300 +118%
SWP
921
Sagespring Wealth Partners
Tennessee
$585K +$602K +13,482 New
FT
922
Fiduciary Trust
Massachusetts
$585K +$200K +4,487 +50%
AIC
923
Archer Investment Corporation
Indiana
$582K – – –
DWAM
924
Duncan Williams Asset Management
Tennessee
$579K -$53.4K -1,197 -8%
QT
925
Quantbot Technologies
New York
$577K -$5.77M -129,286 -91%
35 36
37
38 39