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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
976
Fourpath Capital Management
Oklahoma
$500K +$522K +8,538 New
KC
977
Kingfisher Capital
North Carolina
$499K +$1.77K +29 +0.3%
HLOC
978
H.L. Ormond & Company
North Carolina
$499K +$462K +7,570 New
SFG
979
SevenBridge Financial Group
Pennsylvania
$498K -$122 -2 -0%
CFO
980
Collective Family Office
Pennsylvania
$497K -$64K -1,048 -11%
CIM
981
CIM Investment Management
Pennsylvania
$495K -$12.1K -198 -2%
VFP
982
Verus Financial Partners
Virginia
$494K -$23.3K -382 -4%
FA
983
Faithward Advisors
Pennsylvania
$493K -$32K -523 -6%
PBO
984
Peoples Bank (Ohio)
Ohio
$493K -$13.3K -218 -3%
AWA
985
Arkadios Wealth Advisors
Georgia
$488K +$147K +2,411 +41%
IF
986
Intrua Financial
Texas
$487K +$367 +6 +0.1%
QCM
987
Quest Capital Management
Texas
$485K -$78.9K -1,291 -13%
CAM
988
Cozad Asset Management
Illinois
$485K -$65.4K -1,070 -11%
GIA
989
Gateway Investment Advisers
Ohio
$485K -$60.8K -995 -11%
EGM
990
Engineers Gate Manager
New York
$483K +$205K +3,355 +69%
HFS
991
Horizon Financial Services
North Carolina
$482K -$19.6K -320 -4%
DE
992
Day & Ennis
Georgia
$481K -$79.1K -1,295 -14%
BCM
993
Birmingham Capital Management
Alabama
$481K – – –
OTL
994
Oak Thistle LLC
New York
$481K +$501K +8,205 New
BA
995
Ballew Advisors
Mississippi
$480K – – –
FLI
996
Family Legacy Inc
South Carolina
$477K +$42.9K +702 +11%
XWM
997
Xcel Wealth Management
Florida
$475K +$9.35K +153 +2%
MBT
998
Montecito Bank & Trust
California
$474K -$8.55K -140 -2%
DSN
999
D. Scott Neal
Kentucky
$472K – – –
CLOS
1000
Compagnie Lombard Odier SCmA
Switzerland
$468K – – –
38 39
40
41 42