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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ICAS
551
Investors Capital Advisory Services
Massachusetts
$256K +$260K +6,890 New
FMLI
552
Fukoku Mutual Life Insurance
Japan
$253K – – –
IMAS
553
ID Management A/S
Denmark
$253K +$257K +6,800 New
FNBOO
554
First National Bank of Omaha
Nebraska
$251K – – –
WSCM
555
Wellington Shields Capital Management
New York
$251K – – –
BHBT
556
Burke & Herbert Bank & Trust
Virginia
$249K -$9.63K -255 -4%
FWIA
557
Fort Washington Investment Advisors
Ohio
$249K – – –
FNBT
558
FineMark National Bank & Trust
Florida
$248K +$5.36K +142 +2%
RIM
559
Regent Investment Management
Kentucky
$242K – – –
ICM
560
IMS Capital Management
Oregon
$242K +$245K +6,500 New
SSWM
561
Sheets Smith Wealth Management
North Carolina
$238K -$3.13K -83 -1%
LBG
562
Lloyds Banking Group
United Kingdom
$238K -$1.44K -38 -0.6%
PP
563
Patten & Patten
Tennessee
$237K +$16.3K +433 +7%
FCB
564
First Citizens Bancorporation
South Carolina
$234K -$1.28M -33,915 -84%
HB
565
Homrich & Berg
Georgia
$234K +$604 +16 +0.3%
MSFP
566
Mark Sheptoff Financial Planning
Connecticut
$233K +$105K +2,775 +79%
GF
567
Gerstein Fisher
New York
$227K – – –
PCMK
568
Paragon Capital Management (Kansas)
Kansas
$225K – – –
FHC
569
First Houston Capital
Texas
$223K -$34K -900 -13%
GLRA
570
Gerald L. Ray & Associates
Texas
$223K – – –
SNT
571
Security National Trust
West Virginia
$219K -$20.8K -550 -9%
LI
572
Lafayette Investments
Maryland
$217K – – –
NCM
573
Narwhal Capital Management
Georgia
$213K -$18.9K -500 -8%
DCLA
574
Douglas C. Lane & Associates
New York
$213K +$8.46K +224 +4%
GAM
575
Gotham Asset Management
New York
$212K +$8.49K +225 +4%
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