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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
501
Cutler Capital Management
Massachusetts
$409K +$75.5K +2,000 +22%
EWM
502
Evermay Wealth Management
Virginia
$407K -$76 -2 -0%
CS
503
Credential Securities
$401K +$24.4K +647 +6%
WC
504
Woodstock Corp
Massachusetts
$400K -$299K -7,924 -42%
WPW
505
Waldron Private Wealth
Pennsylvania
$400K – – –
BC
506
Bartlett & Co
Ohio
$398K – – –
JWM
507
Jacobus Wealth Management
Wisconsin
$398K – – –
WS
508
Wedbush Securities
California
$393K – – –
PTC
509
Private Trust Company
Ohio
$381K – – –
FNBOMD
510
First National Bank of Mount Dora
Florida
$377K -$974K -25,800 -72%
MPWT
511
MassMutual Private Wealth & Trust
Connecticut
$377K -$156K -4,123 -29%
CT
512
Coastline Trust
Rhode Island
$373K +$8.68K +230 +2%
AA
513
Ancora Advisors
Ohio
$372K -$37.8K -1,000 -9%
MGIA
514
Moneta Group Investment Advisors
Missouri
$372K +$378K +10,000 New
JIC
515
Johnson Investment Counsel
Ohio
$358K +$7.55K +200 +2%
HH
516
Hilltop Holdings
Texas
$351K -$51.7K -1,370 -13%
BHWM
517
Bar Harbor Wealth Management
New Hampshire
$349K -$1.89K -50 -0.5%
VFP
518
Verus Financial Partners
Virginia
$342K -$8.34K -221 -2%
PAG
519
Private Advisor Group
New Jersey
$338K +$66.3K +1,755 +24%
MHC
520
Meyer Handelman Company
New York
$338K +$344K +9,100 New
BCM
521
Blenheim Capital Management
New Jersey
$335K +$340K +9,000 New
ASN
522
Advisory Services Network
Georgia
$332K +$336K +8,912 New
BRWA
523
B. Riley Wealth Advisors
Florida
$328K -$317K -8,402 -49%
BPC
524
Banque Pictet & Cie
Switzerland
$327K +$70.6K +1,869 +27%
TCB
525
Texas Capital Bancshares
Texas
$321K – – –
19 20
21
22 23