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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
951
NBT Bank
New York
$543K +$16.3K +366 +3%
WHG
952
Westwood Holdings Group
Texas
$542K -$59.6K -1,335 -10%
MMPW
953
Mitchell McLeod Pugh & Williams
Alabama
$533K -$37.8K -846 -6%
TYCC
954
Texas Yale Capital Corp
Florida
$531K – – –
WCA
955
Westover Capital Advisors
Delaware
$530K – – –
WPC
956
Wedmont Private Capital
Pennsylvania
$528K +$88.3K +1,978 +19%
PFA
957
Pathway Financial Advisors
Vermont
$526K +$11.6K +260 +2%
GLA
958
Good Life Advisors
Pennsylvania
$521K -$33.1K -741 -6%
WCM
959
Washington Capital Management
Washington
$521K – – –
FL
960
Fourthstone LLC
Missouri
$521K +$536K +12,000 New
XSC
961
X-Square Capital
Puerto Rico
$519K -$41.5K -931 -7%
CWA
962
Centennial Wealth Advisory
Michigan
$519K +$46.4K +1,040 +10%
VDI
963
Vaughan David Investments
Illinois
$518K -$37.5K -840 -7%
QPWM
964
Quadrant Private Wealth Management
Pennsylvania
$515K -$45.4K -1,018 -8%
HIMC
965
Heritage Investors Management Corp
Maryland
$511K +$35.7K +800 +7%
ACP
966
Aviance Capital Partners
Florida
$506K +$138K +3,093 +36%
SWM
967
Sculati Wealth Management
Michigan
$506K – – –
WIS
968
Wright Investors Service
Connecticut
$505K -$1.09M -24,425 -68%
3IP
969
3Chopt Investment Partners
Virginia
$505K +$519K +11,633 New
IB
970
Intrust Bank
Kansas
$501K -$26.7K -599 -5%
HBW
971
Hazlett, Burt & Watson
West Virginia
$500K – – –
KA
972
Klingman & Associates
New York
$499K -$1.74K -39 -0.3%
WS
973
Wedbush Securities
California
$498K +$512K +11,475 New
EH
974
Equitable Holdings
New York
$496K -$14K -313 -3%
AWA
975
Adapt Wealth Advisors
Georgia
$496K +$151K +3,385 +42%
37 38
39
40 41