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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1126
Sage Mountain Advisors
Georgia
$333K -$57.6K -932 -14%
OC
1127
Oakworth Capital
Alabama
$332K -$55.9K -905 -13%
CA
1128
CoreCap Advisors
Michigan
$332K -$21.4K -346 -6%
CBTWT
1129
Community Bank & Trust (Waco, Texas)
Texas
$332K +$32.7K +529 +10%
SB
1130
Sunflower Bank
Texas
$331K +$361K +5,844 New
HC
1131
Henshaw Capital
Massachusetts
$330K +$74.4K +1,205 +26%
CF
1132
Centaurus Financial
California
$329K -$40K -647 -10%
BA
1133
Bristlecone Advisors
Washington
$329K +$15.6K +253 +5%
SOS
1134
Silver Oak Securities
Tennessee
$329K +$378K +6,120 New
DMBA
1135
Deseret Mutual Benefit Administrators
Utah
$328K -$60.6K -981 -14%
AAS
1136
Ameritas Advisory Services
Nebraska
$328K -$2.96K -48 -0.8%
Q
1137
QVR
California
$326K +$355K +5,747 New
MFP
1138
Meridian Financial Partners
Virginia
$325K – – –
IA
1139
Insight Advisors
Pennsylvania
$324K – – –
TW
1140
TrinityPoint Wealth
Connecticut
$323K – – –
HWA
1141
HHM Wealth Advisors
Tennessee
$322K – – –
III
1142
Independent Investors Inc
New York
$321K – – –
HWA
1143
Heartwood Wealth Advisors
Virginia
$321K +$50.9K +824 +17%
AF
1144
Advisornet Financial
Minnesota
$319K -$113K -1,829 -25%
CM
1145
Cornerstone Management
Georgia
$319K -$62.7K -1,015 -15%
EWM
1146
Evercore Wealth Management
New York
$317K – – –
HT
1147
HighTower Trust
Texas
$315K -$333K -5,386 -49%
HFM
1148
Hartford Financial Management
Connecticut
$315K – – –
WFI
1149
West Family Investments
California
$312K +$85.9K +1,390 +34%
PI
1150
Putnam Investments
Massachusetts
$310K -$10.3K -167 -3%
44 45
46
47 48