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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1176
Samalin Investment Counsel
New York
$240K +$247 +5 +0.1%
TFCP
1177
Twin Focus Capital Partners
Massachusetts
$240K +$24.2K +491 +11%
SFI
1178
SPC Financial Inc
Maryland
$240K +$29.6K +600 +13%
OC
1179
Oakworth Capital
Alabama
$239K -$40K -812 -14%
IA
1180
Insight Advisors
Pennsylvania
$235K -$46.1K -934 -16%
WPC
1181
Wedmont Private Capital
Pennsylvania
$234K -$73.9K -1,498 -23%
E
1182
Ergoteles
New York
$234K +$243K +4,928 New
TWC
1183
TD Waterhouse Canada
Ontario, Canada
$233K +$14.5K +294 +6%
SA
1184
Stewardship Advisors
Pennsylvania
$233K – – –
WAM
1185
Worth Asset Management
Texas
$233K +$99 +2 +0%
AWA
1186
Amplius Wealth Advisors
Pennsylvania
$231K -$773K -15,668 -7%
TAM
1187
Tocqueville Asset Management
New York
$231K – – –
ETC
1188
Exchange Traded Concepts
Oklahoma
$230K -$26.4K -535 -10%
MIFH
1189
Migdal Insurance & Financial Holdings
Israel
$229K -$122K -2,466 -34%
FNBT
1190
FineMark National Bank & Trust
Florida
$229K -$27.9K -566 -11%
FIA
1191
Foundations Investment Advisors
Arizona
$229K +$237K +4,809 New
ECML
1192
Eagle Capital Management (Louisiana)
Louisiana
$228K – – –
PIA
1193
Pinion Investment Advisors
Kansas
$228K +$237K +4,799 New
KIA
1194
KCM Investment Advisors
California
$227K +$49.1K +995 +26%
NPF
1195
Norris Perne & French
Michigan
$226K +$9.81K +199 +4%
CS
1196
Capital Square
Tennessee
$226K +$46.9K +950 +25%
MFC
1197
Morris Financial Concepts
South Carolina
$225K – – –
EM
1198
Excalibur Management
Massachusetts
$224K -$3.45K -70 -1%
XF
1199
XML Financial
Maryland
$223K -$5.11M -103,597 -96%
AW
1200
Alaethes Wealth
Nevada
$223K -$12K -243 -5%
46 47
48
49 50