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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1051
Ellevest Inc
New York
$402K +$60.7K +994 +17%
FPS
1052
Fieldpoint Private Securities
Connecticut
$401K -$16.6K -272 -4%
TC
1053
Titleist Capital
Texas
$401K +$419K +6,852 New
SMA
1054
Sage Mountain Advisors
Georgia
$398K -$131K -2,138 -24%
GB
1055
Goepper Burkhardt
South Carolina
$397K – – –
DMBA
1056
Deseret Mutual Benefit Administrators
Utah
$397K +$21.5K +352 +5%
HPIA
1057
Hamilton Point Investment Advisors
North Carolina
$397K +$414K +6,773 New
T
1058
TCWP
Ohio
$396K +$413K +6,766 New
GL
1059
Graypoint LLC
New York
$395K +$183 +3 +0%
OC
1060
Oakworth Capital
Alabama
$395K +$77.9K +1,275 +23%
LC
1061
Lindbrook Capital
California
$394K +$124K +2,028 +43%
CPO
1062
Cerity Partners OCIO
New York
$393K +$855 +14 +0.2%
FMLI
1063
Fukoku Mutual Life Insurance
Japan
$393K +$12.8K +210 +3%
MIA
1064
MainStreet Investment Advisors
Illinois
$393K +$46.4K +760 +13%
GBT
1065
Grove Bank & Trust
Florida
$391K +$76.2K +1,247 +23%
CM
1066
Cornerstone Management
Georgia
$389K -$508K -8,314 -56%
AFS
1067
Annapolis Financial Services
Maryland
$388K -$162K -2,659 -29%
AWC
1068
Abundance Wealth Counselors
Pennsylvania
$388K +$405K +6,622 New
BMC
1069
Benin Management Corp
Connecticut
$385K -$18.3K -300 -4%
IMRF
1070
Illinois Municipal Retirement Fund
Illinois
$385K – – –
SWM
1071
Segment Wealth Management
Texas
$385K +$402K +6,572 New
1IA
1072
1620 Investment Advisors
Massachusetts
$382K +$398K +6,520 New
CA
1073
Carson Advisory
Georgia
$379K +$396K +6,479 New
CF
1074
Centaurus Financial
California
$377K +$22.9K +375 +6%
DWM
1075
Doyle Wealth Management
Florida
$374K -$34K -556 -8%
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43
44 45