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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1101
Alaethes Wealth
Nevada
$274K – – –
JLBC
1102
J.L. Bainbridge & Co
Florida
$273K – – –
ECM
1103
Evergreen Capital Management
Washington
$272K +$59 +1 +0%
GBT
1104
Grove Bank & Trust
Florida
$268K +$23.4K +398 +9%
QT
1105
Quantamental Technologies
New York
$268K +$283K +4,825 New
FIM
1106
Freedom Investment Management
Connecticut
$267K +$31.7K +540 +13%
CFO
1107
CVA Family Office
Colorado
$267K +$174K +2,956 +160%
ECML
1108
Eagle Capital Management (Louisiana)
Louisiana
$266K – – –
TIA
1109
Tiemann Investment Advisors
California
$266K – – –
TAM
1110
Tocqueville Asset Management
New York
$265K -$30K -511 -10%
EM
1111
Excalibur Management
Massachusetts
$264K +$9.99K +170 +4%
MF
1112
Manchester Financial
California
$263K – – –
HFBOT
1113
Home Federal Bank of Tennessee
Tennessee
$259K -$129K -2,201 -32%
ATPW
1114
Ashton Thomas Private Wealth
Arizona
$258K +$235 +4 +0.1%
XF
1115
XML Financial
Maryland
$257K +$940 +16 +0.3%
CBTWT
1116
Community Bank & Trust (Waco, Texas)
Texas
$257K +$13.5K +230 +5%
HC
1117
Henshaw Capital
Massachusetts
$256K -$58.1K -989 -18%
WJWM
1118
Williams Jones Wealth Management
New York
$256K +$2.7K +46 +1%
LC
1119
Lindbrook Capital
California
$256K +$5.93K +101 +2%
KFP
1120
KB Financial Partners
New Jersey
$255K -$67.2K -1,144 -20%
AWM
1121
Aevitas Wealth Management
Massachusetts
$255K +$822 +14 +0.3%
GP
1122
Girard Partners
Pennsylvania
$254K -$103K -1,760 -28%
PWLP
1123
Prio Wealth Limited Partnership
Massachusetts
$254K -$50.2K -855 -16%
HR
1124
Hayden Royal
North Carolina
$254K -$23.2K -395 -8%
AWA
1125
ARS Wealth Advisors
Florida
$254K +$1.53K +26 +0.6%
43 44
45
46 47