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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
901
Centurion Wealth Management
Virginia
$607K – – –
PPWP
902
Premier Path Wealth Partners
New Jersey
$606K +$30.7K +690 +5%
MFT
903
Moisand Fitzgerald Tamayo
Florida
$605K -$48.7K -1,093 -7%
FC
904
Farringdon Capital
United Kingdom
$605K +$655K +14,707 New
SWM
905
Spire Wealth Management
Virginia
$603K -$411K -9,226 -39%
MMHP
906
Murphy Middleton Hinkle & Parker
Georgia
$600K – – –
MC
907
Montag & Caldwell
Georgia
$599K – – –
OHWA
908
Oak Hill Wealth Advisors
Virginia
$598K -$802 -18 -0.1%
NGA
909
Naples Global Advisors
Florida
$593K +$20.9K +468 +3%
SF
910
Symphony Financial
Texas
$592K -$612K -13,737 -46%
CWA
911
Centennial Wealth Advisory
Michigan
$591K +$107K +2,410 +20%
SCM
912
Sterling Capital Management
North Carolina
$591K +$280K +6,274 +78%
FFG
913
First Financial Group
North Carolina
$590K -$8.64K -194 -1%
IWA
914
Icon Wealth Advisors
Texas
$588K -$5.43K -122 -0.8%
RPC
915
Rossmore Private Capital
Connecticut
$586K -$114K -2,566 -15%
AAP
916
Arax Advisory Partners
Colorado
$578K +$298K +6,690 +91%
PWM
917
Prosperity Wealth Management
California
$577K – – –
CFO
918
Callan Family Office
Pennsylvania
$573K -$69.5K -1,560 -10%
XSC
919
X-Square Capital
Puerto Rico
$572K +$85.9K +1,929 +16%
NSIM
920
North Star Investment Management
Illinois
$570K -$35.1K -787 -5%
PWM
921
Pines Wealth Management
North Carolina
$569K -$21.3K -478 -3%
YP
922
YANKCOM Partnership
South Dakota
$569K -$13.6K -306 -2%
PI
923
PFG Investments
New York
$568K -$27.9K -626 -4%
GWANC
924
Guardian Wealth Advisors (North Carolina)
North Carolina
$567K -$2.09K -47 -0.3%
FG
925
Fiduciary Group
Georgia
$564K – – –
35 36
37
38 39