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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1001
Seeyond
France
$142K +$2.79K +74 +2%
T
1002
TOBAM
France
$141K +$140K +3,714 New
BG
1003
Bollard Group
Massachusetts
$140K – – –
PG
1004
Proffitt & Goodson
Tennessee
$135K +$81.6K +2,165 +157%
MRCM
1005
M&R Capital Management
New Jersey
$132K -$4.86K -129 -4%
AAP
1006
Arax Advisory Partners
Colorado
$131K – – –
LC
1007
Lindbrook Capital
California
$131K +$35.2K +935 +37%
WEC
1008
Winslow Evans & Crocker
Massachusetts
$128K -$4.82K -128 -4%
LWCFA
1009
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$126K – – –
SBL
1010
Sargent Bickham Lagudis
Colorado
$126K +$106K +2,824 +565%
EI
1011
Ellevest Inc
New York
$121K -$24.6K -652 -17%
CFD
1012
Creative Financial Designs
Indiana
$121K +$75 +2 +0.1%
GWMIA
1013
Global Wealth Management Investment Advisory
Florida
$118K +$81.3K +2,159 +228%
ZB
1014
Zions Bancorporation
Utah
$116K +$2.07K +55 +2%
CIR
1015
Clear Investment Research
Georgia
$114K – – –
HCA
1016
Horan Capital Advisors
Ohio
$105K +$104K +2,750 New
LWA
1017
Lenox Wealth Advisors
New York
$103K -$12.6K -335 -11%
AW
1018
Alpha Windward
Massachusetts
$101K -$261K -6,921 -72%
IMRF
1019
Illinois Municipal Retirement Fund
Illinois
$101K +$99.6K +2,644 New
EIP
1020
Ellis Investment Partners
Pennsylvania
$98K +$716 +19 +0.7%
GCM
1021
Gables Capital Management
Florida
$96K – – –
FRA
1022
Front Row Advisors
California
$92K +$9.72K +258 +16%
KPCM
1023
Kings Point Capital Management
New York
$92K +$56.5K +1,500 +162%
JWM
1024
Janiczek Wealth Management
Colorado
$92K +$86.8K +2,304 +2,174%
RWA
1025
Ropes Wealth Advisors
Massachusetts
$90K +$1.21K +32 +1%
39 40
41
42 43