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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
1176
Timonier Family Office
North Carolina
$255K – – –
FPL
1177
Fortress Private Ledger
North Carolina
$255K -$119K -3,047 -34%
KFC
1178
Klingenstein Fields & Co
New York
$254K – – –
WA
1179
WBH Advisory
Maryland
$254K -$18.2K -464 -7%
FA
1180
FDx Advisors
Illinois
$254K -$5.32K -136 -2%
EAM
1181
Everstar Asset Management
North Carolina
$254K – – –
GM
1182
GeoWealth Management
Illinois
$253K +$22.6K +577 +11%
NAS
1183
Nicolet Advisory Services
Wisconsin
$253K -$352K -9,008 -61%
FLI
1184
Family Legacy Inc
South Carolina
$252K – – –
PFM
1185
Patton Fund Management
Texas
$251K +$229K +5,846 New
CPA
1186
Court Place Advisors
Maryland
$250K +$228K +5,822 New
TCBWMS
1187
Texas Capital Bank Wealth Management Services
Texas
$250K -$4.03K -103 -2%
MYAM
1188
Meiji Yasuda Asset Management
Japan
$250K -$586K -14,977 -72%
CIA
1189
Cape Investment Advisory
Georgia
$250K +$20.4K +521 +10%
EWM
1190
Evermay Wealth Management
Virginia
$250K -$5.87K -150 -3%
LAM
1191
L2 Asset Management
Massachusetts
$249K +$6.81K +174 +3%
AIA
1192
Arbor Investment Advisors
North Carolina
$249K +$2.5K +64 +1%
FFN
1193
Focus Financial Network
Minnesota
$248K +$226K +5,779 New
FH
1194
FWG Holdings
Florida
$247K – – –
PA
1195
Prossimo Advisors
California
$247K +$225K +5,744 New
LI
1196
Lafayette Investments
Maryland
$246K +$224K +5,727 New
PPG
1197
Peak Planning Group
Colorado
$246K +$224K +5,722 New
ATPW
1198
Ashton Thomas Private Wealth
Arizona
$246K -$17.3K -442 -7%
IIC
1199
Integrated Investment Consultants
Michigan
$245K +$223K +5,701 New
VFG
1200
Victory Financial Group
Texas
$244K +$222K +5,679 New