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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1026
NinePointTwo Capital
California
$305K – – –
CAAM
1027
Cornerstone Advisors Asset Management
Pennsylvania
$303K – – –
3IP
1028
3Chopt Investment Partners
Virginia
$303K +$257K +8,198 New
LSAG
1029
Lake Street Advisors Group
New Hampshire
$302K -$62.6K -1,994 -20%
FT
1030
Fiduciary Trust
Massachusetts
$299K +$12.9K +412 +5%
WA
1031
WBH Advisory
Maryland
$298K -$1.44K -46 -0.6%
CWM
1032
Centurion Wealth Management
Virginia
$297K +$13.8K +439 +6%
MCCP
1033
Mission Creek Capital Partners
California
$296K -$51K -1,623 -17%
SB
1034
Simmons Bank
Arkansas
$296K -$84.1K -2,678 -25%
CLOS
1035
Compagnie Lombard Odier SCmA
Switzerland
$295K – – –
SMA
1036
Sage Mountain Advisors
Georgia
$295K +$816 +26 +0.3%
CI
1037
Conning Inc
Connecticut
$292K +$3.3K +105 +1%
MCWS
1038
McKinley Carter Wealth Services
West Virginia
$292K -$68.3K -2,176 -22%
PIP
1039
Peachtree Investment Partners
Florida
$291K -$8.85K -282 -3%
LAS
1040
Lloyd Advisory Services
Georgia
$291K +$247K +7,878 New
PFBT
1041
Parkside Financial Bank & Trust
Missouri
$290K +$53.1K +1,690 +27%
ECM
1042
Evergreen Capital Management
Washington
$290K -$299K -9,530 -55%
RCAG
1043
Rehmann Capital Advisory Group
Michigan
$290K +$25.4K +808 +11%
PWMG
1044
Prestige Wealth Management Group
New Jersey
$288K +$240K +7,640 +4,468%
WWMSC
1045
Wagner Wealth Management (South Carolina)
South Carolina
$287K -$2.42K -77 -1%
CI
1046
CX Institutional
Indiana
$285K +$243K +7,731 New
PA
1047
Parallel Advisors
California
$284K +$71.8K +2,286 +42%
BTW
1048
Boston Trust Walden
Massachusetts
$282K -$116K -3,695 -33%
AF
1049
Aldebaran Financial
$282K -$3.61K -115 -1%
1SB
1050
1ST Source Bank
Indiana
$281K -$67.3K -2,144 -22%
40 41
42
43 44