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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
951
Westwood Holdings Group
Texas
$542K -$59.6K -1,335 -10%
MMPW
952
Mitchell McLeod Pugh & Williams
Alabama
$533K -$37.8K -846 -6%
TYCC
953
Texas Yale Capital Corp
Florida
$531K – – –
WCA
954
Westover Capital Advisors
Delaware
$530K – – –
WPC
955
Wedmont Private Capital
Pennsylvania
$528K +$88.3K +1,978 +19%
PFA
956
Pathway Financial Advisors
Vermont
$526K +$11.6K +260 +2%
GLA
957
Good Life Advisors
Pennsylvania
$521K -$33.1K -741 -6%
WCM
958
Washington Capital Management
Washington
$521K – – –
FL
959
Fourthstone LLC
Missouri
$521K +$536K +12,000 New
XSC
960
X-Square Capital
Puerto Rico
$519K -$41.5K -931 -7%
CWA
961
Centennial Wealth Advisory
Michigan
$519K +$46.4K +1,040 +10%
VDI
962
Vaughan David Investments
Illinois
$518K -$37.5K -840 -7%
QPWM
963
Quadrant Private Wealth Management
Pennsylvania
$515K -$45.4K -1,018 -8%
HIMC
964
Heritage Investors Management Corp
Maryland
$511K +$35.7K +800 +7%
ACP
965
Aviance Capital Partners
Florida
$506K +$138K +3,093 +36%
SWM
966
Sculati Wealth Management
Michigan
$506K – – –
WIS
967
Wright Investors Service
Connecticut
$505K -$1.09M -24,425 -68%
3IP
968
3Chopt Investment Partners
Virginia
$505K +$519K +11,633 New
IB
969
Intrust Bank
Kansas
$501K -$26.7K -599 -5%
HBW
970
Hazlett, Burt & Watson
West Virginia
$500K – – –
KA
971
Klingman & Associates
New York
$499K -$1.74K -39 -0.3%
WS
972
Wedbush Securities
California
$498K +$512K +11,475 New
EH
973
Equitable Holdings
New York
$496K -$14K -313 -3%
AWA
974
Adapt Wealth Advisors
Georgia
$496K +$151K +3,385 +42%
MGIA
975
Moneta Group Investment Advisors
Missouri
$495K -$246K -5,512 -33%
37 38
39
40 41