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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1101
Cypress Wealth Services
California
$343K +$846 +19 +0.2%
RMDI
1102
R.M. Davis Inc
Maine
$343K +$102K +2,299 +38%
TT
1103
TI-Trust
Illinois
$343K – – –
CAAM
1104
Cornerstone Advisors Asset Management
Pennsylvania
$341K +$3.25K +73 +0.9%
DWT
1105
Dorsey & Whitney Trust
South Dakota
$340K +$1.69K +38 +0.5%
APG
1106
Abacus Planning Group
South Carolina
$339K +$3.39K +76 +0.9%
WTC
1107
WhitTier Trust Company
Nevada
$339K -$31.5K -706 -8%
CIM
1108
CIM Investment Management
Pennsylvania
$339K -$178 -4 -0%
NHT
1109
New Hampshire Trust
New Hampshire
$338K +$3.43K +77 +0.9%
CRC
1110
Curi RMB Capital
Illinois
$337K +$100K +2,254 +38%
FGWP
1111
Founders Grove Wealth Partners
Virginia
$337K – – –
WC
1112
Wynn Capital
Georgia
$336K +$364K +8,174 New
CI
1113
CX Institutional
Indiana
$336K -$5.88K -132 -2%
IFWM
1114
Institute for Wealth Management
Colorado
$335K – – –
CWC
1115
Carolinas Wealth Consulting
North Carolina
$333K -$42.8K -961 -11%
LIA
1116
LBMC Investment Advisors
Tennessee
$333K -$14.1K -317 -4%
NL
1117
NWAM LLC
Washington
$333K -$13.7K -308 -4%
FAM
1118
Formidable Asset Management
Ohio
$332K – – –
TWPM
1119
Total Wealth Planning & Management
Florida
$331K – – –
MWM
1120
Manske Wealth Management
Texas
$330K -$70.8K -1,590 -17%
CLOS
1121
Compagnie Lombard Odier SCmA
Switzerland
$329K – – –
NA
1122
Novus Advisors
South Carolina
$329K -$2.27K -51 -0.6%
FDS
1123
First Dallas Securities
Texas
$328K +$123K +2,761 +53%
1C
1124
111 Capital
France
$327K +$354K +7,956 New
BWM
1125
BankPlus Wealth Management
Mississippi
$325K +$23.7K +532 +7%
43 44
45
46 47