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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
1101
Quadrant Capital Group
Ohio
$253K -$35.4K -810 -10%
RMDI
1102
R.M. Davis Inc
Maine
$252K – – –
SEIA
1103
Signature Estate & Investment Advisors
California
$252K +$567 +13 +0.2%
LOAMS
1104
Lombard Odier Asset Management (Switzerland)
Switzerland
$252K +$44.7K +1,024 +16%
1IA
1105
1620 Investment Advisors
Massachusetts
$250K +$9.08K +208 +3%
WCM
1106
Washington Capital Management
Washington
$250K – – –
KMWM
1107
Keudell/Morrison Wealth Management
Oregon
$249K +$45.4K +1,041 +17%
MFC
1108
Morris Financial Concepts
South Carolina
$249K +$111K +2,541 +53%
FHA
1109
Flagship Harbor Advisors
Massachusetts
$249K +$9.73K +223 +3%
FLI
1110
Family Legacy Inc
South Carolina
$247K +$24.2K +555 +8%
DE
1111
Day & Ennis
Georgia
$246K -$10.3K -237 -3%
SBH
1112
Segall Bryant & Hamill
Illinois
$245K -$35.9K -823 -10%
FH
1113
FWG Holdings
Florida
$245K -$191K -4,371 -38%
CC
1114
Centiva Capital
New York
$244K -$1.23M -28,144 -80%
KC
1115
Kingfisher Capital
North Carolina
$244K -$36.1K -826 -10%
ECM
1116
Evergreen Capital Management
Washington
$244K -$281K -6,443 -47%
LI
1117
Lafayette Investments
Maryland
$244K – – –
HI
1118
Horizon Investments
North Carolina
$241K -$798K -18,281 -72%
EP
1119
Eudaimonia Partners
Tennessee
$241K -$39.4K -903 -11%
OAM
1120
Occidental Asset Management
California
$241K -$10.9K -250 -3%
CA
1121
Calton & Associates
Florida
$241K -$36.4K -833 -11%
NGA
1122
Naples Global Advisors
Florida
$240K -$30.9K -708 -9%
MFP
1123
Meridian Financial Partners
Virginia
$240K +$23.4K +536 +8%
NRC
1124
New Republic Capital
North Carolina
$239K +$93.5K +2,141 +44%
BMCM
1125
Black Maple Capital Management
Wisconsin
$239K +$306K +7,000 New
43 44
45
46 47