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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
926
Wealth Alliance Advisory Group
Kansas
$577K – – –
EWA
927
Exencial Wealth Advisors
Oklahoma
$577K -$64.8K -1,438 -10%
IB
928
Intrust Bank
Kansas
$576K +$1.58K +35 +0.3%
WFM
929
Wolff Financial Management
Michigan
$574K -$1.17K -26 -0.2%
OAM
930
Oxford Asset Management
United Kingdom
$574K +$566K +12,552 New
MCWS
931
McKinley Carter Wealth Services
West Virginia
$573K +$2.03K +45 +0.4%
FWP
932
Forefront Wealth Partners
Texas
$573K -$406 -9 -0.1%
LOPW
933
Live Oak Private Wealth
North Carolina
$569K +$7.84K +174 +1%
RA
934
Ransom Advisory
Rhode Island
$568K -$31.6K -700 -5%
CP
935
CenterBook Partners
Connecticut
$567K +$559K +12,402 New
AMIM
936
Aull & Monroe Investment Management
Alabama
$564K – – –
TIM
937
Thompson Investment Management
Wisconsin
$561K – – –
CI
938
CX Institutional
Indiana
$561K +$127K +2,813 +30%
FM
939
Foster & Motley
Ohio
$560K -$35.6K -790 -6%
FMII
940
Farmers & Merchants Investments Inc
Nebraska
$560K +$11.7K +260 +2%
CW
941
Code Waechter
Florida
$557K +$9.65K +214 +2%
SMA
942
Sage Mountain Advisors
Georgia
$556K +$189K +4,203 +53%
LCM
943
Laurion Capital Management
New York
$553K +$545K +12,093 New
EWM
944
Evercore Wealth Management
New York
$547K -$23.4K -520 -4%
VWM
945
Venturi Wealth Management
Texas
$547K +$14.7K +327 +3%
MGIA
946
Moneta Group Investment Advisors
Missouri
$545K -$38.1K -845 -7%
SFP
947
Shepherd Financial Partners
Massachusetts
$545K +$1.13K +25 +0.2%
MMPW
948
Mitchell McLeod Pugh & Williams
Alabama
$543K -$2.16K -48 -0.4%
GWA
949
Gratus Wealth Advisors
Virginia
$541K -$321K -7,112 -38%
HNB
950
Hilltop National Bank
Wyoming
$541K -$36.2K -803 -6%
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