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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
951
Live Oak Private Wealth
North Carolina
$613K – – –
FISPB
952
Fideuram - Intesa Sanpaolo Private Banking
$609K +$570K +12,366 New
AMIM
953
Aull & Monroe Investment Management
Alabama
$600K -$6.22K -135 -1%
TC
954
Tannin Capital
North Carolina
$600K +$562K +12,192 New
RWM
955
Revisor Wealth Management
Ohio
$598K +$560K +12,160 New
HCPC
956
Hamilton Capital Partners (Canada)
$595K +$85.7K +1,860 +18%
SFP
957
Shepherd Financial Partners
Massachusetts
$592K +$5.76K +125 +1%
AIM
958
Advyzon Investment Management
Illinois
$591K +$553K +12,018 New
TIM
959
Thompson Investment Management
Wisconsin
$589K -$13.8K -300 -2%
FFO
960
Fiduciary Family Office
Florida
$589K -$121K -2,638 -18%
FFG
961
First Financial Group
North Carolina
$588K -$71.5K -1,553 -12%
SEIA
962
Signature Estate & Investment Advisors
California
$585K -$211K -4,572 -28%
LIM
963
Leavell Investment Management
Alabama
$585K -$51K -1,107 -9%
EWM
964
Evercore Wealth Management
New York
$585K -$4.14K -90 -0.8%
CAM
965
Cidel Asset Management
Ontario, Canada
$584K +$21K +457 +4%
FMII
966
Farmers & Merchants Investments Inc
Nebraska
$584K -$17.6K -382 -3%
FM
967
Foster & Motley
Ohio
$583K -$18.8K -409 -3%
SW
968
Simplicity Wealth
New Jersey
$583K +$17.8K +387 +3%
SCM
969
Sterling Capital Management
North Carolina
$583K -$132K -2,858 -19%
RA
970
Ransom Advisory
Rhode Island
$580K -$29.8K -647 -5%
FNBT
971
FineMark National Bank & Trust
Florida
$579K +$542K +11,774 New
CWS
972
Cypress Wealth Services
California
$577K +$151K +3,268 +39%
CCT
973
Chemung Canal Trust
New York
$574K – – –
SWM
974
Sculati Wealth Management
Michigan
$574K – – –
SFS
975
Sowell Financial Services
Arkansas
$572K +$53.2K +1,156 +11%
37 38
39
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