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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1126
StoneX Group
New York
$265K +$2.25K +41 +0.9%
BAM
1127
Berkshire Asset Management
Pennsylvania
$264K -$5.43K -99 -2%
LC
1128
Lindbrook Capital
California
$263K +$3.12K +57 +1%
GWS
1129
Glassman Wealth Services
Virginia
$260K +$4.06K +74 +2%
MFS
1130
Mirabella Financial Services
United Kingdom
$260K +$245K +4,466 New
PP
1131
Patron Partners
Texas
$259K -$12.7K -231 -5%
HAIM
1132
Hunter Associates Investment Management
Pennsylvania
$259K -$4.82K -88 -2%
SIMM
1133
Stillwater Investment Management (Minnesota)
Minnesota
$259K +$1.86K +34 +0.8%
GBT
1134
Grove Bank & Trust
Florida
$259K +$243K +4,435 New
CBTWT
1135
Community Bank & Trust (Waco, Texas)
Texas
$257K +$241K +4,400 New
BA
1136
Bristlecone Advisors
Washington
$256K – – –
CISOA
1137
Capital Investment Services of America
Wisconsin
$255K – – –
IWA
1138
Intercontinental Wealth Advisors
Texas
$255K +$2.47K +45 +1%
RPWA
1139
Regent Peak Wealth Advisors
Georgia
$253K +$329 +6 +0.1%
BAM
1140
Belpointe Asset Management
Nevada
$251K +$235K +4,292 New
LFF
1141
Level Four Financial
Texas
$251K +$236K +4,297 New
CSWG
1142
Cardinal Strategic Wealth Guidance
Kentucky
$250K -$54.8K -1,000 -19%
LGA
1143
Lebenthal Global Advisors
New York
$250K +$71.5K +1,304 +44%
AM
1144
Atwater Malick
Pennsylvania
$249K – – –
SWIG
1145
Strategic Wealth Investment Group
Kentucky
$249K +$1.81K +33 +0.8%
FIM
1146
Freedom Investment Management
Connecticut
$249K +$234K +4,266 New
GIM
1147
Guild Investment Management
California
$248K +$233K +4,248 New
NC
1148
NovaPoint Capital
Georgia
$247K +$2.85K +52 +1%
CM
1149
Capital Management
Virginia
$245K – – –
IRAG
1150
Investment Research & Advisory Group
Georgia
$245K – – –
44 45
46
47 48