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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1176
Chicago Capital
Illinois
$211K – – –
JIC
1177
Johnson Investment Counsel
Ohio
$211K +$201K +3,604 New
HR
1178
Hayden Royal
North Carolina
$210K -$55K -984 -22%
RWP
1179
RWA Wealth Partners
Massachusetts
$210K -$8.72K -156 -4%
SIC
1180
Samalin Investment Counsel
New York
$210K +$200K +3,576 New
GIP
1181
Greatmark Investment Partners
Georgia
$210K +$200K +3,584 New
TA
1182
TrueWealth Advisors
Alabama
$209K -$2.96K -53 -1%
CI
1183
Chartist Inc
California
$208K +$198K +3,548 New
MCM
1184
MV Capital Management
Maryland
$208K +$13.3K +238 +7%
TP
1185
Tranquility Partners
Tennessee
$207K +$197K +3,524 New
CWM
1186
CCG Wealth Management
California
$207K +$197K +3,525 New
WTB
1187
Washington Trust Bank
Washington
$207K +$197K +3,531 New
CFD
1188
Creative Financial Designs
Indiana
$206K +$56 +1 +0%
SIM
1189
SSI Investment Management
California
$206K +$196K +3,499 New
PAM
1190
Private Asset Management
California
$206K +$196K +3,511 New
WP
1191
WealthSource Partners
California
$206K +$196K +3,516 New
PCMC
1192
Paragon Capital Management (Colorado)
Colorado
$206K +$197K +3,518 New
AA
1193
Apriem Advisors
California
$206K +$197K +3,519 New
LFA
1194
Landmark Financial Advisors
Kentucky
$206K +$198K +3,537 New
WPW
1195
Warther Private Wealth
Ohio
$205K +$190K +3,408 New
HA
1196
Harbor Advisors
Florida
$205K +$196K +3,500 New
WTFG
1197
Wells Trecaso Financial Group
Ohio
$205K +$196K +3,500 New
AAP
1198
Arax Advisory Partners
Colorado
$204K +$56 +1 +0%
NCM
1199
Northside Capital Management
Oregon
$204K +$195K +3,485 New
BWAM
1200
Boyd Watterson Asset Management
Ohio
$203K -$171K -3,053 -47%
46 47
48
49 50