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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
501
Waldron Private Wealth
Pennsylvania
$424K +$15.7K +410 +4%
SWP
502
Stratos Wealth Partners
Ohio
$423K +$413K +10,775 New
BC
503
Bartlett & Co
Ohio
$422K – – –
JWM
504
Jacobus Wealth Management
Wisconsin
$422K – – –
WS
505
Wedbush Securities
California
$416K +$65K +1,694 +19%
NDSI
506
Newman Dignan & Sheerar Inc
Rhode Island
$412K +$2.68K +70 +0.7%
PTC
507
Private Trust Company
Ohio
$404K +$23.2K +604 +6%
AW
508
ACG Wealth
Georgia
$398K -$9.2K -240 -2%
CS
509
Credential Securities
$398K +$33.2K +867 +9%
CT
510
Coastline Trust
Rhode Island
$386K +$383 +10 +0.1%
WF
511
Welch & Forbes
Massachusetts
$381K – – –
GGI
512
Godsey & Gibb Inc
Virginia
$375K +$364K +9,500 New
JIC
513
Johnson Investment Counsel
Ohio
$372K -$127K -3,312 -26%
VFP
514
Verus Financial Partners
Virginia
$372K -$10.3K -269 -3%
BHWM
515
Bar Harbor Wealth Management
New Hampshire
$371K -$23K -600 -6%
VKH
516
Virtu KCG Holdings
New York
$356K -$789K -20,575 -69%
CCM
517
Cutler Capital Management
Massachusetts
$355K +$69K +1,800 +25%
CPC
518
Cookson Peirce & Co
Pennsylvania
$351K +$342K +8,910 New
VFA
519
Virtus Fund Advisers
Connecticut
$343K +$333K +8,691 New
BRWA
520
B. Riley Wealth Advisors
Florida
$341K +$338K +8,818 +105%
TCB
521
Texas Capital Bancshares
Texas
$340K -$31.4K -818 -9%
BHIA
522
Birch Hill Investment Advisors
Massachusetts
$339K – – –
HIM
523
Hermes Investment Management
United Kingdom
$339K – – –
SFM
524
Signature Financial Management
Virginia
$335K – – –
FMII
525
Farmers & Merchants Investments Inc
Nebraska
$329K – – –
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21
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