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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1276
Lafayette Investments
Maryland
$240K -$24.7K -500 -9%
SPC
1277
Spirepoint Private Client
Florida
$240K – – –
LC
1278
Lincoln Capital
Nebraska
$239K – – –
FPL
1279
Fortress Private Ledger
North Carolina
$238K +$4.1K +83 +2%
TS
1280
TradeWell Securities
Indiana
$237K +$1.43K +29 +0.6%
FC
1281
Financial Consulate
Maryland
$236K +$1.73K +35 +0.7%
CAG
1282
Crestwood Advisors Group
Massachusetts
$236K +$47K +952 +23%
GSEP
1283
Golden State Equity Partners
California
$236K +$40.4K +818 +19%
CFP
1284
Catalyst Financial Partners
Massachusetts
$234K +$24.7K +499 +11%
BWFA
1285
Baltimore-Washington Financial Advisors
Maryland
$234K -$1.09K -22 -0.4%
EW
1286
Element Wealth
Mississippi
$234K +$346 +7 +0.1%
BAM
1287
Belpointe Asset Management
Nevada
$234K +$251K +5,084 New
SJL
1288
Shayne & Jacobs LLC
Tennessee
$232K – – –
AAM
1289
Augustine Asset Management
Florida
$232K -$3.16K -64 -1%
PFM
1290
Patton Fund Management
Texas
$231K +$20.6K +416 +9%
LHP
1291
Lexington Hill Partners
Texas
$231K +$3.51K +71 +1%
TSS
1292
Taylor Securities Services
Pennsylvania
$230K +$247K +5,000 New
GI
1293
GAMCO Investors
Connecticut
$229K -$14.8K -300 -6%
SIS
1294
Sound Income Strategies
Florida
$229K -$11.2K -227 -4%
HNWAG
1295
High Net Worth Advisory Group
Florida
$228K – – –
PA
1296
PFW Advisors
Georgia
$228K – – –
RMDI
1297
R.M. Davis Inc
Maine
$227K +$3.61K +73 +2%
CS
1298
Capital Square
Tennessee
$226K -$14.5K -294 -6%
PCMC
1299
Paragon Capital Management (Colorado)
Colorado
$224K -$10.2K -207 -4%
HFRG
1300
Houlihan Financial Resource Group
Virginia
$224K – – –
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