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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
1126
Mirabella Financial Services
United Kingdom
$260K +$245K +4,466 New
PP
1127
Patron Partners
Texas
$259K -$12.7K -231 -5%
HAIM
1128
Hunter Associates Investment Management
Pennsylvania
$259K -$4.82K -88 -2%
SIMM
1129
Stillwater Investment Management (Minnesota)
Minnesota
$259K +$1.86K +34 +0.8%
GBT
1130
Grove Bank & Trust
Florida
$259K +$243K +4,435 New
CBTWT
1131
Community Bank & Trust (Waco, Texas)
Texas
$257K +$241K +4,400 New
BA
1132
Bristlecone Advisors
Washington
$256K – – –
CISOA
1133
Capital Investment Services of America
Wisconsin
$255K – – –
IWA
1134
Intercontinental Wealth Advisors
Texas
$255K +$2.47K +45 +1%
RPWA
1135
Regent Peak Wealth Advisors
Georgia
$253K +$329 +6 +0.1%
BAM
1136
Belpointe Asset Management
Nevada
$251K +$235K +4,292 New
LFF
1137
Level Four Financial
Texas
$251K +$236K +4,297 New
CSWG
1138
Cardinal Strategic Wealth Guidance
Kentucky
$250K -$54.8K -1,000 -19%
LGA
1139
Lebenthal Global Advisors
New York
$250K +$71.5K +1,304 +44%
AM
1140
Atwater Malick
Pennsylvania
$249K – – –
SWIG
1141
Strategic Wealth Investment Group
Kentucky
$249K +$1.81K +33 +0.8%
FIM
1142
Freedom Investment Management
Connecticut
$249K +$234K +4,266 New
GIM
1143
Guild Investment Management
California
$248K +$233K +4,248 New
NC
1144
NovaPoint Capital
Georgia
$247K +$2.85K +52 +1%
CM
1145
Capital Management
Virginia
$245K – – –
IRAG
1146
Investment Research & Advisory Group
Georgia
$245K – – –
SB
1147
Strategic Blueprint
Georgia
$245K +$230K +4,193 New
WI
1148
Wedgewood Investors
Pennsylvania
$242K -$5.48K -100 -2%
EWM
1149
EPG Wealth Management
Georgia
$240K +$226K +4,118 New
MCA
1150
Mercer Capital Advisers
New Jersey
$239K – – –
44 45
46
47 48