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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
JLBC
1101
J.L. Bainbridge & Co
Florida
$287K -$43K -785 -14%
ECM
1102
Evergreen Capital Management
Washington
$285K +$268K +4,892 New
OPA
1103
Old Port Advisors
Maine
$283K +$266K +4,847 New
KPW
1104
Kore Private Wealth
New York
$281K +$264K +4,823 New
VWA
1105
Visionary Wealth Advisors
Illinois
$280K -$36.3K -663 -12%
TIA
1106
Tiemann Investment Advisors
California
$280K -$16.4K -300 -6%
ECML
1107
Eagle Capital Management (Louisiana)
Louisiana
$280K +$263K +4,798 New
MF
1108
Manchester Financial
California
$277K – – –
T
1109
TOBAM
France
$277K – – –
NPF
1110
Norris Perne & French
Michigan
$272K +$19.6K +357 +8%
ATPW
1111
Ashton Thomas Private Wealth
Arizona
$271K +$255K +4,647 New
SLWS
1112
Swaine & Leidel Wealth Services
Florida
$270K -$3.02K -55 -1%
XF
1113
XML Financial
Maryland
$269K -$8K -146 -3%
EM
1114
Excalibur Management
Massachusetts
$268K – – –
RPA
1115
Rock Point Advisors
Vermont
$268K – – –
PA
1116
Probity Advisors
Texas
$268K +$252K +4,591 New
AWM
1117
Aevitas Wealth Management
Massachusetts
$267K +$713 +13 +0.3%
NIM
1118
NuWave Investment Management
New Jersey
$266K -$68.9K -1,257 -22%
WJWM
1119
Williams Jones Wealth Management
New York
$266K +$250K +4,564 New
SFG
1120
Summit Financial Group
West Virginia
$265K – – –
AWA
1121
ARS Wealth Advisors
Florida
$265K +$1.48K +27 +0.6%
SG
1122
StoneX Group
New York
$265K +$2.25K +41 +0.9%
BAM
1123
Berkshire Asset Management
Pennsylvania
$264K -$5.43K -99 -2%
LC
1124
Lindbrook Capital
California
$263K +$3.12K +57 +1%
GWS
1125
Glassman Wealth Services
Virginia
$260K +$4.06K +74 +2%
43 44
45
46 47