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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PRCM
601
Pine River Capital Management
Minnesota
$525K -$353K -8,300 -43%
CNBT
602
Canandaigua National Bank & Trust
New York
$520K +$53.7K +1,263 +13%
LNWWM
603
Laird Norton Wetherby Wealth Management
California
$518K +$19K +446 +4%
TIA
604
Tandem Investment Advisors
South Carolina
$518K +$468K +11,011 New
MMG
605
Monetary Management Group
Missouri
$514K +$465K +10,925 New
GJIC
606
Gamble Jones Investment Counsel
California
$511K -$326K -7,653 -41%
SSB
607
Sandy Spring Bank
Maryland
$511K -$72.7K -1,709 -14%
SFM
608
Signet Financial Management
New Jersey
$508K – – –
FIB
609
First Interstate Bank
Montana
$507K -$5.51M -129,583 -92%
MYAM
610
Meiji Yasuda Asset Management
Japan
$506K +$8.93K +210 +2%
VHAM
611
Van Hulzen Asset Management
California
$503K -$1.67M -39,295 -79%
BC
612
Bartlett & Co
Ohio
$503K – – –
JWM
613
Jacobus Wealth Management
Wisconsin
$503K – – –
IH
614
IFC Holdings
Florida
$502K -$129K -3,029 -22%
PFS
615
Prospera Financial Services
Texas
$499K -$63.7K -1,498 -12%
II
616
IFM Investors
Australia
$493K +$446K +10,478 New
MWM
617
Meridian Wealth Management
Kentucky
$488K +$441K +10,371 New
TSW
618
Thompson Siegel & Walmsley
Virginia
$484K – – –
EP
619
Elkfork Partners
Oregon
$483K +$437K +10,274 New
QI
620
QS Investors
New York
$481K – – –
AP
621
Advisor Partners
California
$481K +$37.7K +886 +9%
DY
622
Dowling & Yahnke
California
$480K +$129K +3,027 +42%
MA
623
Marshwinds Advisory
Georgia
$472K +$468 +11 +0.1%
MC
624
Moors & Cabot
Massachusetts
$472K +$46.3K +1,089 +12%
AWM
625
Altavista Wealth Management
North Carolina
$468K -$73.6K -1,730 -15%
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