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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
QT
1101
Quantamental Technologies
New York
$268K +$283K +4,825 New
FIM
1102
Freedom Investment Management
Connecticut
$267K +$31.7K +540 +13%
CFO
1103
CVA Family Office
Colorado
$267K +$174K +2,956 +160%
ECML
1104
Eagle Capital Management (Louisiana)
Louisiana
$266K – – –
TIA
1105
Tiemann Investment Advisors
California
$266K – – –
TAM
1106
Tocqueville Asset Management
New York
$265K -$30K -511 -10%
EM
1107
Excalibur Management
Massachusetts
$264K +$9.99K +170 +4%
MF
1108
Manchester Financial
California
$263K – – –
HFBOT
1109
Home Federal Bank of Tennessee
Tennessee
$259K -$129K -2,201 -32%
ATPW
1110
Ashton Thomas Private Wealth
Arizona
$258K +$235 +4 +0.1%
XF
1111
XML Financial
Maryland
$257K +$940 +16 +0.3%
CBTWT
1112
Community Bank & Trust (Waco, Texas)
Texas
$257K +$13.5K +230 +5%
HC
1113
Henshaw Capital
Massachusetts
$256K -$58.1K -989 -18%
WJWM
1114
Williams Jones Wealth Management
New York
$256K +$2.7K +46 +1%
LC
1115
Lindbrook Capital
California
$256K +$5.93K +101 +2%
KFP
1116
KB Financial Partners
New Jersey
$255K -$67.2K -1,144 -20%
AWM
1117
Aevitas Wealth Management
Massachusetts
$255K +$822 +14 +0.3%
GP
1118
Girard Partners
Pennsylvania
$254K -$103K -1,760 -28%
PWLP
1119
Prio Wealth Limited Partnership
Massachusetts
$254K -$50.2K -855 -16%
HR
1120
Hayden Royal
North Carolina
$254K -$23.2K -395 -8%
AWA
1121
ARS Wealth Advisors
Florida
$254K +$1.53K +26 +0.6%
RWA
1122
Ropes Wealth Advisors
Massachusetts
$254K +$269K +4,574 New
SFG
1123
Summit Financial Group
West Virginia
$252K – – –
SB
1124
Strategic Blueprint
Georgia
$252K +$20.3K +345 +8%
LIA
1125
LS Investment Advisors
Michigan
$251K -$2.02M -34,302 -88%
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