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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FBB
1101
Fulton Breakefield Broenniman
Maryland
$282K -$31.7K -568 -11%
ECML
1102
Eagle Capital Management (Louisiana)
Louisiana
$281K – – –
RWM
1103
Ritholtz Wealth Management
New York
$281K +$40K +715 +18%
TAM
1104
Tocqueville Asset Management
New York
$279K -$1.01K -18 -0.4%
EM
1105
Excalibur Management
Massachusetts
$279K – – –
MF
1106
Manchester Financial
California
$278K – – –
T
1107
TOBAM
France
$278K +$40.3K +721 +18%
LC
1108
Lindbrook Capital
California
$276K +$4.92K +88 +2%
HC
1109
Hamilton Capital
Ohio
$276K +$263K +4,706 New
BFPW
1110
BOK Financial Private Wealth
Colorado
$275K +$20.7K +371 +9%
WA
1111
Waverly Advisors
Alabama
$275K +$35.6K +637 +17%
CCM
1112
Coldstream Capital Management
Washington
$274K -$34.8K -622 -8%
HFBOT
1113
Home Federal Bank of Tennessee
Tennessee
$273K – – –
IWA
1114
Intercontinental Wealth Advisors
Texas
$272K +$13.8K +247 +6%
HC
1115
Henshaw Capital
Massachusetts
$271K – – –
PWLP
1116
Prio Wealth Limited Partnership
Massachusetts
$269K – – –
AWA
1117
Arete Wealth Advisors
Illinois
$269K +$256K +4,580 New
T
1118
TRUADVICE
Florida
$268K -$203K -3,627 -47%
QT
1119
Quantamental Technologies
New York
$267K -$15K -268 -6%
LIA
1120
LS Investment Advisors
Michigan
$266K – – –
SIMM
1121
Stillwater Investment Management (Minnesota)
Minnesota
$264K +$2.12K +38 +0.9%
TIA
1122
Tiemann Investment Advisors
California
$263K -$18K -323 -7%
SWIG
1123
Strategic Wealth Investment Group
Kentucky
$263K +$1.4K +25 +0.6%
FFA
1124
First Foundation Advisors
California
$263K +$251K +4,490 New
BA
1125
Bristlecone Advisors
Washington
$262K +$56 +1 +0%
43 44
45
46 47