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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ALAM
1101
Asahi Life Asset Management
Japan
$415K -$19.7K -400 -5%
PCMNC
1102
Piedmont Capital Management (North Carolina)
North Carolina
$414K -$216K -4,382 -35%
CNBT
1103
Canandaigua National Bank & Trust
New York
$414K +$409K +8,308 New
TC
1104
TAGStone Capital
North Carolina
$412K +$130K +2,648 +47%
CCP
1105
Cassia Capital Partners
North Carolina
$411K – – –
HKIM
1106
Hayek Kallen Investment Management
Alabama
$411K – – –
AAM
1107
Advisors Asset Management
Colorado
$409K -$472K -9,590 -54%
BBA
1108
Baader Bank Aktiengesellschaft
Germany
$407K -$20.3K -413 -5%
LIA
1109
LBMC Investment Advisors
Tennessee
$407K +$3.05K +62 +0.8%
CAG
1110
Crestwood Advisors Group
Massachusetts
$405K +$147K +2,998 +58%
CW
1111
CreativeOne Wealth
Kansas
$405K -$143K -2,913 -26%
IFWM
1112
Institute for Wealth Management
Colorado
$404K -$7.33K -149 -2%
ES
1113
Eagle Strategies
New York
$404K +$3.89K +79 +1%
IP
1114
Indivisible Partners
Florida
$404K +$184K +3,749 +86%
PCM
1115
Parsons Capital Management
Rhode Island
$404K +$399K +8,101 New
GFA
1116
Gallagher Fiduciary Advisors
Illinois
$403K +$26.8K +544 +7%
OL
1117
Odyssean LLC
Connecticut
$403K – – –
HWA
1118
HHM Wealth Advisors
Tennessee
$402K -$1.57K -32 -0.4%
SWM
1119
Silverlake Wealth Management
Vermont
$401K +$39.7K +808 +11%
SCP
1120
Sivia Capital Partners
California
$401K +$396K +8,044 New
IA
1121
IFP Advisors
Florida
$401K -$29.4K -597 -7%
RWA
1122
River Wealth Advisors
Pennsylvania
$400K -$1.48K -30 -0.4%
SAM
1123
Summit Asset Management
Tennessee
$399K +$738 +15 +0.2%
AWC
1124
Abundance Wealth Counselors
Pennsylvania
$399K +$155K +3,144 +65%
CLOS
1125
Compagnie Lombard Odier SCmA
Switzerland
$399K – – –
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