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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GVT
551
Genesee Valley Trust
New York
$345K -$19.3K -487 -5%
PP
552
Paloma Partners
Connecticut
$344K +$338K +8,539 New
WF
553
Welch & Forbes
Massachusetts
$332K +$2.77K +70 +0.9%
ASN
554
Advisory Services Network
Georgia
$331K -$128K -3,235 -29%
VFP
555
Verus Financial Partners
Virginia
$331K +$593 +15 +0.2%
DSN
556
D. Scott Neal
Kentucky
$322K – – –
BWA
557
Burt Wealth Advisors
Maryland
$321K – – –
AW
558
ACG Wealth
Georgia
$315K +$633 +16 +0.2%
AP
559
Advisor Partners
California
$315K +$10.6K +267 +3%
PAMG
560
Patton Albertson Miller Group
Tennessee
$314K -$7.71K -195 -2%
BHIA
561
Birch Hill Investment Advisors
Massachusetts
$313K -$9.89K -250 -3%
DWA
562
Douglass Winthrop Advisors
New York
$312K – – –
LNC
563
Lincoln National Corp
Pennsylvania
$312K +$60.5K +1,530 +25%
IAMOG
564
Investors Asset Management of Georgia
Georgia
$310K +$13.8K +350 +5%
PTC
565
Philadelphia Trust Company
Pennsylvania
$309K +$492K +12,437 New
SIG
566
Schooner Investment Group
Pennsylvania
$308K -$98.9K -2,500 -25%
SFM
567
Signature Financial Management
Virginia
$304K -$25.3K -640 -8%
CCM
568
Canal Capital Management
Virginia
$304K +$2.06K +52 +0.7%
AGM
569
Alpine Global Management
New York
$304K +$298K +7,530 New
SI
570
SII Investments
Wisconsin
$301K -$16.9K -426 -5%
FA
571
FMA Advisory
Pennsylvania
$299K +$293K +7,418 New
SJL
572
Shayne & Jacobs LLC
Tennessee
$298K – – –
BCM
573
Birmingham Capital Management
Alabama
$295K – – –
FWIA
574
Fort Washington Investment Advisors
Ohio
$290K +$20K +506 +8%
ACM
575
Argyle Capital Management
Pennsylvania
$285K +$3.05K +77 +1%
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