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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
1126
Global Wealth Management Investment Advisory
Florida
$150K +$905 +20 +0.6%
PG
1127
Proffitt & Goodson
Tennessee
$144K -$24.5K -542 -15%
CIR
1128
Clear Investment Research
Georgia
$144K – – –
LGA
1129
Lebenthal Global Advisors
New York
$143K +$135K +2,985 New
LWCFA
1130
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$130K -$27.8K -615 -19%
LWA
1131
Lenox Wealth Advisors
New York
$129K – – –
HIA
1132
Harbor Investment Advisory
Maryland
$129K +$21.6K +477 +22%
EIP
1133
Ellis Investment Partners
Pennsylvania
$125K +$679 +15 +0.6%
PWA
1134
Phoenix Wealth Advisors
North Carolina
$124K +$117K +2,586 New
GCM
1135
Gables Capital Management
Florida
$121K – – –
FDCDDQ
1136
Federation des caisses Desjardins du Quebec
Quebec, Canada
$120K +$90.8K +2,006 +400%
CM
1137
Caption Management
Oklahoma
$119K -$158K -3,500 -58%
AWA
1138
Arkadios Wealth Advisors
Georgia
$118K +$24.4K +540 +28%
FHC
1139
First Horizon Corporation
Tennessee
$117K +$27K +597 +32%
JWM
1140
Janiczek Wealth Management
Colorado
$116K – – –
VCM
1141
Versant Capital Management
Arizona
$114K +$136 +3 +0.1%
RWA
1142
Ropes Wealth Advisors
Massachusetts
$112K -$1.09K -24 -1%
NEAM
1143
New England Asset Management
Connecticut
$112K – – –
AF
1144
Arrow Financial
New York
$109K – – –
SN
1145
Sittner & Nelson
Oregon
$104K +$98.5K +2,175 New
FF
1146
FourThought Financial
Florida
$103K +$97.6K +2,155 New
SCM
1147
Silvant Capital Management
Georgia
$98K – – –
IAIM
1148
International Assets Investment Management
Florida
$97K +$116K +2,561 New
MCM
1149
MV Capital Management
Maryland
$96K – – –
CI
1150
CX Institutional
Indiana
$94K -$272 -6 -0.3%
44 45
46
47 48