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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1101
IFP Advisors
Florida
$366K +$15.7K +349 +5%
CLOS
1102
Compagnie Lombard Odier SCmA
Switzerland
$366K – – –
BA
1103
Ballew Advisors
Mississippi
$365K -$857 -19 -0.2%
WC
1104
Wynn Capital
Georgia
$365K – – –
SAM
1105
Summit Asset Management
Tennessee
$364K -$57.7K -1,280 -14%
PCMH
1106
Polymer Capital Management (HK)
Hong Kong
$357K +$352K +7,804 New
APG
1107
Abacus Planning Group
South Carolina
$356K -$1.94K -43 -0.5%
VCM
1108
Voleon Capital Management
California
$355K -$104K -2,313 -23%
TI
1109
tru Independence
Oregon
$355K +$13.4K +298 +4%
AF
1110
Aldebaran Financial
$353K -$21.8K -483 -6%
MFC
1111
Morris Financial Concepts
South Carolina
$351K – – –
CIC
1112
Crawford Investment Counsel
Georgia
$351K -$56.2K -1,247 -14%
FUBT
1113
First United Bank & Trust
Maryland
$349K – – –
NL
1114
NWAM LLC
Washington
$346K +$992 +22 +0.3%
BC
1115
Bayforest Capital
United Kingdom
$346K +$134K +2,972 +65%
FGWP
1116
Founders Grove Wealth Partners
Virginia
$344K -$32.2K -715 -9%
BRWA
1117
B. Riley Wealth Advisors
Florida
$344K +$29.1K +645 +9%
CPIG
1118
Chicago Partners Investment Group
Illinois
$342K +$6.18K +137 +2%
SWM
1119
Selective Wealth Management
Virginia
$342K +$8.57K +190 +3%
ECM
1120
Eisler Capital Management
United Kingdom
$341K -$18.5M -411,296 -98%
WA
1121
Waddell & Associates
Tennessee
$339K +$12.4K +275 +4%
JIP
1122
Jaffetilchin Investment Partners
Florida
$336K -$74.5K -1,653 -18%
FMLI
1123
Fukoku Mutual Life Insurance
Japan
$333K – – –
MYIA
1124
Mount Yale Investment Advisors
Colorado
$333K +$187K +4,144 +132%
BFO
1125
Biltmore Family Office
North Carolina
$333K – – –
43 44
45
46 47