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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
601
Gratus Capital
Georgia
$856K -$111K -2,055 -11%
BOH
602
Bank of Hawaii
Hawaii
$852K +$71.1K +1,321 +9%
CPIA
603
Cornell Pochily Investment Advisors
New York
$851K – – –
AIP
604
Ameritas Investment Partners
Nebraska
$849K -$41.1K -763 -4%
MA
605
Minerva Advisors
Pennsylvania
$842K – – –
SSB
606
Sandy Spring Bank
Maryland
$835K +$250K +4,650 +41%
FAAS
607
First Allied Advisory Services
California
$823K +$65.3K +1,212 +8%
CCP
608
Corient Capital Partners
California
$813K +$210K +3,893 +33%
UF
609
Univest Financial
Pennsylvania
$804K -$4.18M -77,596 -83%
BSW
610
Buckingham Strategic Wealth
Missouri
$801K +$829K +15,383 New
SWM
611
SVA Wealth Management
Wisconsin
$793K +$34K +631 +4%
GAM
612
Gotham Asset Management
New York
$791K +$819K +15,206 New
CIA
613
Capital Investment Advisors
Georgia
$787K +$17.5K +324 +2%
LNWWM
614
Laird Norton Wetherby Wealth Management
California
$777K +$1.51K +28 +0.2%
SPIA
615
Steward Partners Investment Advisory
New York
$763K -$754 -14 -0.1%
RMDI
616
R.M. Davis Inc
Maine
$756K -$3.23K -60 -0.4%
WPP
617
Whalerock Point Partners
Rhode Island
$754K +$780K +14,489 New
BIA
618
BHK Investment Advisors
Alabama
$751K +$12.3K +228 +2%
CM
619
Cornerstone Management
Georgia
$749K -$69.3K -1,286 -8%
GHA
620
GW Henssler & Associates
Georgia
$747K – – –
WAM
621
Wealthspire Advisors (Maryland)
Maryland
$746K -$5.98K -111 -0.8%
EHWM
622
Eads & Heald Wealth Management
Georgia
$746K +$20.7K +385 +3%
CTI
623
Community Trust & Investment
Kentucky
$745K -$23.7K -440 -3%
BAS
624
Brown Advisory Securities
Maryland
$736K +$5.39K +100 +0.7%
WFG
625
Wills Financial Group
Virginia
$735K -$12.5K -232 -2%
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