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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1101
Ellevest Inc
New York
$394K -$8.35K -169 -2%
BAM
1102
Belleair Asset Management
Florida
$393K -$1.24K -25 -0.3%
HFS
1103
Hantz Financial Services
Michigan
$389K +$221K +4,464 +111%
TT
1104
TI-Trust
Illinois
$389K – – –
DWT
1105
Dorsey & Whitney Trust
South Dakota
$388K -$27K -546 -6%
S
1106
Sunpointe
Missouri
$387K -$315K -6,371 -43%
CNBOF
1107
City National Bank of Florida
Florida
$386K +$181K +3,668 +78%
CF
1108
Convergence Financial
Missouri
$384K +$179K +3,626 +77%
NRI
1109
NFP Retirement Inc
California
$384K -$13.3K -270 -3%
SWM
1110
Spire Wealth Management
Virginia
$381K -$346 -7 -0.1%
IFWM
1111
Institute for Wealth Management
Colorado
$380K +$5.39K +109 +1%
MCWS
1112
McKinley Carter Wealth Services
West Virginia
$380K +$939 +19 +0.2%
CCP
1113
Cassia Capital Partners
North Carolina
$380K +$408K +8,259 New
HKIM
1114
Hayek Kallen Investment Management
Alabama
$379K +$408K +8,250 New
WTC
1115
WhitTier Trust Company
Nevada
$377K +$3.95K +80 +1%
HWA
1116
HHM Wealth Advisors
Tennessee
$373K -$1.63K -33 -0.4%
LIA
1117
LBMC Investment Advisors
Tennessee
$372K – – –
OL
1118
Odyssean LLC
Connecticut
$371K – – –
RWA
1119
River Wealth Advisors
Pennsylvania
$370K +$398K +8,057 New
CIM
1120
CIM Investment Management
Pennsylvania
$370K -$2.13K -43 -0.5%
GAB
1121
German American Bancorp
Indiana
$370K +$398K +8,047 New
DWAM
1122
Duncan Williams Asset Management
Tennessee
$369K -$236K -4,768 -37%
ES
1123
Eagle Strategies
New York
$369K -$7.07K -143 -2%
1SB
1124
1ST Source Bank
Indiana
$368K +$1.28K +26 +0.3%
CLOS
1125
Compagnie Lombard Odier SCmA
Switzerland
$368K – – –
43 44
45
46 47