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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
1001
Golden State Equity Partners
California
$268K +$274K +8,827 New
CWA
1002
CM Wealth Advisors
Ohio
$267K -$1.56M -50,172 -86%
IFWM
1003
Institute for Wealth Management
Colorado
$266K +$16.5K +531 +6%
TCMP
1004
Thrive Capital Management (Pennsylvania)
Pennsylvania
$266K -$14.2K -456 -5%
DWT
1005
Dorsey & Whitney Trust
South Dakota
$265K +$271K +8,716 New
BFO
1006
Biltmore Family Office
North Carolina
$263K -$77.2K -2,485 -22%
FMLI
1007
Fukoku Mutual Life Insurance
Japan
$263K – – –
ADL
1008
Asset Dedication LLC
California
$263K -$67.6K -2,176 -20%
CIM
1009
CIM Investment Management
Pennsylvania
$262K +$807 +26 +0.3%
SEIA
1010
Signature Estate & Investment Advisors
California
$262K +$38.1K +1,228 +17%
MPIA
1011
Mountain Pacific Investment Advisers
Idaho
$260K -$8.04K -259 -3%
BHBT
1012
Burke & Herbert Bank & Trust
Virginia
$260K -$33.8K -1,089 -11%
PIA
1013
Pinion Investment Advisors
Kansas
$260K -$17.6K -568 -6%
WP
1014
WealthPLAN Partners
Nebraska
$260K -$76.5K -2,463 -22%
NL
1015
NWAM LLC
Washington
$260K +$5.68K +183 +2%
KA
1016
Kovack Advisors
Florida
$259K +$16K +516 +6%
CH
1017
Canton Hathaway
Rhode Island
$258K – – –
TAIM
1018
TD Ameritrade Investment Management
Nebraska
$258K +$52.3K +1,685 +25%
PIP
1019
Peachtree Investment Partners
Florida
$257K +$5.12K +165 +2%
ACM
1020
Altrius Capital Management
North Carolina
$256K +$262K +8,431 New
MCM
1021
MAI Capital Management
Ohio
$255K -$11.3K -365 -4%
PWM
1022
Perigon Wealth Management
California
$254K -$13K -420 -5%
CBFP
1023
Cedar Brook Financial Partners
Ohio
$253K +$259K +8,325 New
BCM
1024
Birmingham Capital Management
Alabama
$249K -$10.4K -335 -4%
CA
1025
CSM Advisors
Pennsylvania
$246K -$83.9K -2,700 -25%
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