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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
1076
Xcel Wealth Management
Florida
$349K – – –
PWM
1077
Perigon Wealth Management
California
$348K +$355K +8,090 New
BEI
1078
Benjamin Edwards Inc
Missouri
$345K -$50.9K -1,160 -13%
HPWA
1079
Hall Private Wealth Advisors
North Carolina
$345K +$351K +8,009 New
WWMSC
1080
Wagner Wealth Management (South Carolina)
South Carolina
$344K +$15K +343 +4%
IAIM
1081
International Assets Investment Management
Florida
$344K +$391K +8,911 New
KC
1082
Kingfisher Capital
North Carolina
$344K -$52.5K -1,196 -13%
SBH
1083
Segall Bryant & Hamill
Illinois
$344K -$37.4K -852 -10%
CLOS
1084
Compagnie Lombard Odier SCmA
Switzerland
$344K – – –
PIA
1085
Pinion Investment Advisors
Kansas
$344K +$94.5K +2,154 +37%
EP
1086
Eudaimonia Partners
Tennessee
$343K -$276K -6,285 -44%
WDC
1087
Woodward Diversified Capital
California
$342K -$34.7K -791 -9%
GIA
1088
Gateway Investment Advisers
Ohio
$341K +$95.7K +2,182 +38%
RB
1089
Renasant Bank
Mississippi
$340K -$8.95K -204 -3%
CA
1090
Calton & Associates
Florida
$339K +$346K +7,889 New
AWAP
1091
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$338K +$135K +3,083 +65%
APG
1092
Abacus Planning Group
South Carolina
$335K -$7.63K -174 -2%
NGA
1093
Naples Global Advisors
Florida
$334K -$11.3K -258 -3%
AA
1094
Advisory Alpha
Michigan
$333K -$68.7K -1,565 -17%
GAM
1095
Gemmer Asset Management
California
$333K +$2.5K +57 +0.7%
BHPW
1096
Beverly Hills Private Wealth
California
$332K +$339K +7,718 New
SFM
1097
Systematic Financial Management
New Jersey
$330K – – –
NB
1098
Nicolet Bankshares
Wisconsin
$330K -$53K -1,208 -6%
TCMP
1099
Thrive Capital Management (Pennsylvania)
Pennsylvania
$329K +$27.7K +631 +9%
MWM
1100
Madison Wealth Management
Ohio
$328K -$15.7K -359 -4%
42 43
44
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