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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
1076
1ST Source Bank
Indiana
$271K +$11.3K +298 +4%
CTC
1077
Central Trust Company
Missouri
$269K -$45.7K -1,209 -15%
BFO
1078
Biltmore Family Office
North Carolina
$267K – – –
SC
1079
Sapient Capital
Indiana
$266K -$48.5K -1,284 -16%
GA
1080
Geller Advisors
New York
$265K +$7.06K +187 +3%
AWM
1081
Aprio Wealth Management
Georgia
$264K -$18.2K -482 -7%
NSB
1082
Norway Savings Bank
Maine
$264K -$162K -4,284 -39%
USCWA
1083
U.S. Capital Wealth Advisors
Texas
$262K +$1.93K +51 +0.8%
CAM
1084
Councilmark Asset Management
Tennessee
$258K – – –
TCA
1085
Transcend Capital Advisors
New Jersey
$258K +$251K +6,649 New
XWM
1086
Xcel Wealth Management
Florida
$258K -$56.7K -1,500 -18%
HCM
1087
Hodges Capital Management
Texas
$257K -$18.6K -493 -7%
YCG
1088
Yeomans Consulting Group
Georgia
$256K +$26.4K +700 +12%
PP
1089
Paloma Partners
Connecticut
$255K +$133K +3,513 +115%
CS
1090
Capital Square
Tennessee
$255K -$7.82K -207 -3%
PIM
1091
Plato Investment Management
Australia
$254K +$80.3K +2,125 +48%
NWWA
1092
New Wave Wealth Advisors
Arkansas
$254K +$247K +6,535 New
CH
1093
Canton Hathaway
Rhode Island
$253K – – –
LF
1094
LifePlan Financial
Minnesota
$253K +$246K +6,502 New
CFP
1095
Catalyst Financial Partners
Massachusetts
$252K +$245K +6,485 New
GIA
1096
Gateway Investment Advisers
Ohio
$251K -$10.4M -274,603 -98%
PWP
1097
Phillips Wealth Planners
Mississippi
$250K +$2.95K +78 +1%
TPI
1098
Trust Point Inc
Wisconsin
$250K -$19.2K -508 -7%
FLI
1099
Family Legacy Inc
South Carolina
$250K -$9.86K -261 -4%
FA
1100
FDx Advisors
Illinois
$249K -$70.2K -1,859 -22%
42 43
44
45 46