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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WDC
1101
Woodward Diversified Capital
California
$291K +$273K +4,990 New
HR
1102
Hayden Royal
North Carolina
$290K +$272K +4,964 New
HA
1103
HC Advisors
Georgia
$289K +$164 +3 +0.1%
AW
1104
Alaethes Wealth
Nevada
$288K +$271K +4,943 New
JLBC
1105
J.L. Bainbridge & Co
Florida
$287K -$43K -785 -14%
ECM
1106
Evergreen Capital Management
Washington
$285K +$268K +4,892 New
OPA
1107
Old Port Advisors
Maine
$283K +$266K +4,847 New
KPW
1108
Kore Private Wealth
New York
$281K +$264K +4,823 New
VWA
1109
Visionary Wealth Advisors
Illinois
$280K -$36.3K -663 -12%
TIA
1110
Tiemann Investment Advisors
California
$280K -$16.4K -300 -6%
ECML
1111
Eagle Capital Management (Louisiana)
Louisiana
$280K +$263K +4,798 New
MF
1112
Manchester Financial
California
$277K – – –
T
1113
TOBAM
France
$277K – – –
NPF
1114
Norris Perne & French
Michigan
$272K +$19.6K +357 +8%
ATPW
1115
Ashton Thomas Private Wealth
Arizona
$271K +$255K +4,647 New
SLWS
1116
Swaine & Leidel Wealth Services
Florida
$270K -$3.02K -55 -1%
XF
1117
XML Financial
Maryland
$269K -$8K -146 -3%
EM
1118
Excalibur Management
Massachusetts
$268K – – –
RPA
1119
Rock Point Advisors
Vermont
$268K – – –
PA
1120
Probity Advisors
Texas
$268K +$252K +4,591 New
AWM
1121
Aevitas Wealth Management
Massachusetts
$267K +$713 +13 +0.3%
NIM
1122
NuWave Investment Management
New Jersey
$266K -$68.9K -1,257 -22%
WJWM
1123
Williams Jones Wealth Management
New York
$266K +$250K +4,564 New
SFG
1124
Summit Financial Group
West Virginia
$265K – – –
AWA
1125
ARS Wealth Advisors
Florida
$265K +$1.48K +27 +0.6%
43 44
45
46 47