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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
551
Laird Norton Wetherby Wealth Management
California
$353K -$1.94K -49 -0.6%
JMPWA
552
JP Morgan Private Wealth Advisors
California
$350K +$74.6K +1,886 +28%
HIM
553
Hermes Investment Management
United Kingdom
$347K – – –
GVT
554
Genesee Valley Trust
New York
$345K -$19.3K -487 -5%
UB
555
UMB Bank
Missouri
$344K -$16.8K -425 -5%
PP
556
Paloma Partners
Connecticut
$344K +$338K +8,539 New
WF
557
Welch & Forbes
Massachusetts
$332K +$2.77K +70 +0.9%
ASN
558
Advisory Services Network
Georgia
$331K -$128K -3,235 -29%
VFP
559
Verus Financial Partners
Virginia
$331K +$593 +15 +0.2%
DSN
560
D. Scott Neal
Kentucky
$322K – – –
BWA
561
Burt Wealth Advisors
Maryland
$321K – – –
AW
562
ACG Wealth
Georgia
$315K +$633 +16 +0.2%
AP
563
Advisor Partners
California
$315K +$10.6K +267 +3%
PAMG
564
Patton Albertson Miller Group
Tennessee
$314K -$7.71K -195 -2%
BHIA
565
Birch Hill Investment Advisors
Massachusetts
$313K -$9.89K -250 -3%
DWA
566
Douglass Winthrop Advisors
New York
$312K – – –
LNC
567
Lincoln National Corp
Pennsylvania
$312K +$60.5K +1,530 +25%
IAMOG
568
Investors Asset Management of Georgia
Georgia
$310K +$13.8K +350 +5%
PTC
569
Philadelphia Trust Company
Pennsylvania
$309K +$492K +12,437 New
SIG
570
Schooner Investment Group
Pennsylvania
$308K -$98.9K -2,500 -25%
SFM
571
Signature Financial Management
Virginia
$304K -$25.3K -640 -8%
CCM
572
Canal Capital Management
Virginia
$304K +$2.06K +52 +0.7%
AGM
573
Alpine Global Management
New York
$304K +$298K +7,530 New
SI
574
SII Investments
Wisconsin
$301K -$16.9K -426 -5%
FA
575
FMA Advisory
Pennsylvania
$299K +$293K +7,418 New
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