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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
601
Cornerstone Management
Georgia
$526K -$408K -9,580 -46%
PRCM
602
Pine River Capital Management
Minnesota
$525K -$353K -8,300 -43%
CNBT
603
Canandaigua National Bank & Trust
New York
$520K +$53.7K +1,263 +13%
LNWWM
604
Laird Norton Wetherby Wealth Management
California
$518K +$19K +446 +4%
TIA
605
Tandem Investment Advisors
South Carolina
$518K +$468K +11,011 New
MMG
606
Monetary Management Group
Missouri
$514K +$465K +10,925 New
GJIC
607
Gamble Jones Investment Counsel
California
$511K -$326K -7,653 -41%
SSB
608
Sandy Spring Bank
Maryland
$511K -$72.7K -1,709 -14%
SFM
609
Signet Financial Management
New Jersey
$508K – – –
FIB
610
First Interstate Bank
Montana
$507K -$5.51M -129,583 -92%
MYAM
611
Meiji Yasuda Asset Management
Japan
$506K +$8.93K +210 +2%
VHAM
612
Van Hulzen Asset Management
California
$503K -$1.67M -39,295 -79%
BC
613
Bartlett & Co
Ohio
$503K – – –
JWM
614
Jacobus Wealth Management
Wisconsin
$503K – – –
IH
615
IFC Holdings
Florida
$502K -$129K -3,029 -22%
PFS
616
Prospera Financial Services
Texas
$499K -$63.7K -1,498 -12%
II
617
IFM Investors
Australia
$493K +$446K +10,478 New
MWM
618
Meridian Wealth Management
Kentucky
$488K +$441K +10,371 New
TSW
619
Thompson Siegel & Walmsley
Virginia
$484K – – –
EP
620
Elkfork Partners
Oregon
$483K +$437K +10,274 New
QI
621
QS Investors
New York
$481K – – –
AP
622
Advisor Partners
California
$481K +$37.7K +886 +9%
DY
623
Dowling & Yahnke
California
$480K +$129K +3,027 +42%
MA
624
Marshwinds Advisory
Georgia
$472K +$468 +11 +0.1%
MC
625
Moors & Cabot
Massachusetts
$472K +$46.3K +1,089 +12%
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25
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