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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BC
1001
Bridgefront Capital
Texas
$471K +$464K +10,295 New
BMM
1002
Berkshire Money Management
Massachusetts
$471K +$464K +10,292 New
USCWA
1003
U.S. Capital Wealth Advisors
Texas
$469K -$419K -9,296 -48%
HCPC
1004
Hamilton Capital Partners (Canada)
$468K – – –
PHWM
1005
Pine Harbor Wealth Management
Maryland
$467K -$13.5K -300 -3%
CI Investments Inc
1006
CI Investments Inc
Ontario, Canada
$466K +$61.6K +1,367 +15%
EAM
1007
Erste Asset Management
Austria
$466K -$957K -21,237 -68%
BCWM
1008
Bartlett & Co Wealth Management
Ohio
$465K – – –
HR
1009
Hardy Reed
Mississippi
$465K +$5.86K +130 +1%
CT
1010
Chicago Trust
Illinois
$464K +$457K +10,139 New
CCWM
1011
Cassaday & Co Wealth Management
Virginia
$462K – – –
PCA
1012
Pallas Capital Advisors
Massachusetts
$461K +$72K +1,598 +19%
PIMG
1013
Patriot Investment Management Group
Tennessee
$461K – – –
THCM
1014
Taylor Hoffman Capital Management
Virginia
$460K – – –
BS
1015
Banco Santander
Spain
$458K -$90.6K -2,010 -17%
WCA
1016
Westover Capital Advisors
Delaware
$458K – – –
AAI
1017
American Assets Inc
California
$457K – – –
BCM
1018
Bayesian Capital Management
New York
$457K +$451K +10,000 New
NB
1019
Nicolet Bankshares
Wisconsin
$457K -$487K -10,804 -52%
WIC
1020
Wilkins Investment Counsel
Massachusetts
$456K – – –
ALAM
1021
Asahi Life Asset Management
Japan
$452K +$445K +9,878 New
PWP
1022
Phillips Wealth Planners
Mississippi
$451K +$80.9K +1,795 +22%
WC
1023
Whitney & Co
New York
$449K -$16.1K -356 -3%
SFGP
1024
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$449K +$1.31K +29 +0.3%
TCA
1025
Transcend Capital Advisors
New Jersey
$449K +$71.5K +1,585 +19%