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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
601
Birmingham Capital Management
Alabama
$243K – – –
VWM
602
Venturi Wealth Management
Texas
$240K +$239K +7,200 New
PAMG
603
Patton Albertson Miller Group
Tennessee
$233K -$26.5K -798 -10%
DSN
604
D. Scott Neal
Kentucky
$232K – – –
HCM
605
Highlander Capital Management
New Jersey
$231K – – –
AA
606
Alesco Advisors
New York
$231K +$231K +6,951 New
PG
607
Patten Group
Tennessee
$228K – – –
BFEC
608
Benjamin F. Edwards & Company
Missouri
$228K – – –
FNBT
609
FineMark National Bank & Trust
Florida
$228K +$4.49K +135 +2%
BB
610
Busey Bank
Illinois
$226K +$226K +6,800 New
SAM
611
Sawgrass Asset Management
Florida
$225K -$322K -9,700 -59%
WSCM
612
Wellington Shields Capital Management
New York
$225K – – –
GIA
613
Guyasuta Investment Advisors
Pennsylvania
$224K – – –
WA
614
WealthTrust Axiom
Pennsylvania
$224K +$133 +4 +0.1%
AW
615
ACG Wealth
Georgia
$223K +$223K +6,716 New
SI
616
SII Investments
Wisconsin
$221K +$3.42K +103 +2%
SHWM
617
Smith & Howard Wealth Management
Georgia
$221K +$33K +992 +18%
ICAS
618
Investors Capital Advisory Services
Massachusetts
$218K -$180K -5,425 -45%
WPC
619
White Pine Capital
Minnesota
$218K – – –
EWM
620
Evercore Wealth Management
New York
$217K +$44.8K +1,350 +26%
CCA
621
Checchi Capital Advisers
California
$214K -$16.7K -504 -7%
CM
622
Capital Management
Virginia
$213K – – –
RB
623
Rodgers Brothers
Pennsylvania
$213K +$213K +6,409 New
DW
624
Domani Wealth
Pennsylvania
$211K – – –
FMLI
625
Fukoku Mutual Life Insurance
Japan
$210K +$23.3K +700 +13%
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25
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