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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
901
Simplicity Wealth
New Jersey
$636K +$98.7K +1,997 +17%
WCA
902
Westover Capital Advisors
Delaware
$635K +$188K +3,800 +38%
LA
903
LexAurum Advisors
Kansas
$634K +$682K +13,798 New
PPC
904
Park Place Capital
Alabama
$632K +$141K +2,853 +26%
RPC
905
Rossmore Private Capital
Connecticut
$631K -$17.3K -351 -2%
MMPW
906
Mitchell McLeod Pugh & Williams
Alabama
$629K +$1.88K +38 +0.3%
AFP
907
Ausdal Financial Partners
Iowa
$629K -$75.6K -1,529 -10%
TFA
908
Transamerica Financial Advisors
Florida
$626K +$176K +3,564 +35%
BCV
909
Banque Cantonale Vaudoise
Switzerland
$623K +$608K +12,302 +964%
PWM
910
Pines Wealth Management
North Carolina
$622K -$88.2K -1,784 -12%
FOFP
911
Fee-Only Financial Planning
South Carolina
$621K – – –
AGWCA
912
Annis Gardner Whiting Capital Advisors
Florida
$621K -$45.3K -917 -6%
EIA
913
Eastover Investment Advisors
North Carolina
$620K – – –
APC
914
Aspire Private Capital
North Carolina
$620K -$55.2K -1,117 -8%
AIC
915
Archer Investment Corporation
Indiana
$617K – – –
FWP
916
Forefront Wealth Partners
Texas
$616K +$25.2K +509 +4%
VWM
917
Venturi Wealth Management
Texas
$616K +$16.6K +336 +3%
MIF
918
Mediolanum International Funds
Ireland
$615K -$5.83K -118 -0.8%
ACP
919
Aviance Capital Partners
Florida
$613K -$23.9K -484 -4%
IB
920
Intrust Bank
Kansas
$612K -$9.39K -190 -1%
FMI
921
F/M Investments
District of Columbia
$612K -$20.1K -406 -3%
AWM
922
Adams Wealth Management
Utah
$611K +$104K +2,099 +19%
VP
923
Verum Partners
North Carolina
$605K +$116K +2,340 +22%
LCGC
924
Legacy Capital Group California
California
$605K -$72.9K -1,475 -10%
HCMT
925
Highland Capital Management (Tennessee)
Tennessee
$604K -$133K -2,685 -17%
35 36
37
38 39