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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1176
SummitTX Capital
Texas
$257K -$278K -7,108 -54%
CCAM
1177
Cascades Capital Asset Management
North Carolina
$257K +$1.53K +39 +0.7%
TFO
1178
Timonier Family Office
North Carolina
$255K – – –
FPL
1179
Fortress Private Ledger
North Carolina
$255K -$119K -3,047 -34%
KFC
1180
Klingenstein Fields & Co
New York
$254K – – –
WA
1181
WBH Advisory
Maryland
$254K -$18.2K -464 -7%
FA
1182
FDx Advisors
Illinois
$254K -$5.32K -136 -2%
EAM
1183
Everstar Asset Management
North Carolina
$254K – – –
GM
1184
GeoWealth Management
Illinois
$253K +$22.6K +577 +11%
NAS
1185
Nicolet Advisory Services
Wisconsin
$253K -$352K -9,008 -61%
FLI
1186
Family Legacy Inc
South Carolina
$252K – – –
PFM
1187
Patton Fund Management
Texas
$251K +$229K +5,846 New
CPA
1188
Court Place Advisors
Maryland
$250K +$228K +5,822 New
TCBWMS
1189
Texas Capital Bank Wealth Management Services
Texas
$250K -$4.03K -103 -2%
MYAM
1190
Meiji Yasuda Asset Management
Japan
$250K -$586K -14,977 -72%
CIA
1191
Cape Investment Advisory
Georgia
$250K +$20.4K +521 +10%
EWM
1192
Evermay Wealth Management
Virginia
$250K -$5.87K -150 -3%
LAM
1193
L2 Asset Management
Massachusetts
$249K +$6.81K +174 +3%
AIA
1194
Arbor Investment Advisors
North Carolina
$249K +$2.5K +64 +1%
FFN
1195
Focus Financial Network
Minnesota
$248K +$226K +5,779 New
FH
1196
FWG Holdings
Florida
$247K – – –
PA
1197
Prossimo Advisors
California
$247K +$225K +5,744 New
LI
1198
Lafayette Investments
Maryland
$246K +$224K +5,727 New
PPG
1199
Peak Planning Group
Colorado
$246K +$224K +5,722 New
ATPW
1200
Ashton Thomas Private Wealth
Arizona
$246K -$17.3K -442 -7%
46 47
48
49 50