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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WDC
1051
Woodward Diversified Capital
California
$405K +$50K +819 +13%
IFA
1052
Index Fund Advisors
California
$405K +$422K +6,912 New
SHA
1053
Seneca House Advisors
Virginia
$403K +$794 +13 +0.2%
IA
1054
IFG Advisory
Georgia
$402K +$40.8K +668 +11%
EI
1055
Ellevest Inc
New York
$402K +$60.7K +994 +17%
FPS
1056
Fieldpoint Private Securities
Connecticut
$401K -$16.6K -272 -4%
TC
1057
Titleist Capital
Texas
$401K +$419K +6,852 New
SMA
1058
Sage Mountain Advisors
Georgia
$398K -$131K -2,138 -24%
GB
1059
Goepper Burkhardt
South Carolina
$397K – – –
DMBA
1060
Deseret Mutual Benefit Administrators
Utah
$397K +$21.5K +352 +5%
HPIA
1061
Hamilton Point Investment Advisors
North Carolina
$397K +$414K +6,773 New
T
1062
TCWP
Ohio
$396K +$413K +6,766 New
GL
1063
Graypoint LLC
New York
$395K +$183 +3 +0%
OC
1064
Oakworth Capital
Alabama
$395K +$77.9K +1,275 +23%
LC
1065
Lindbrook Capital
California
$394K +$124K +2,028 +43%
CPO
1066
Cerity Partners OCIO
New York
$393K +$855 +14 +0.2%
FMLI
1067
Fukoku Mutual Life Insurance
Japan
$393K +$12.8K +210 +3%
MIA
1068
MainStreet Investment Advisors
Illinois
$393K +$46.4K +760 +13%
GBT
1069
Grove Bank & Trust
Florida
$391K +$76.2K +1,247 +23%
CM
1070
Cornerstone Management
Georgia
$389K -$508K -8,314 -56%
AFS
1071
Annapolis Financial Services
Maryland
$388K -$162K -2,659 -29%
AWC
1072
Abundance Wealth Counselors
Pennsylvania
$388K +$405K +6,622 New
BMC
1073
Benin Management Corp
Connecticut
$385K -$18.3K -300 -4%
IMRF
1074
Illinois Municipal Retirement Fund
Illinois
$385K – – –
SWM
1075
Segment Wealth Management
Texas
$385K +$402K +6,572 New
41 42
43
44 45