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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
QI
601
QS Investors
New York
$760K – – –
CPIA
602
Cornell Pochily Investment Advisors
New York
$755K -$29.7K -600 -4%
RMC
603
Resources Management Corp
Connecticut
$755K +$701K +14,139 New
SMM
604
Stadion Money Management
Georgia
$751K -$215K -4,333 -24%
PFS
605
Prospera Financial Services
Texas
$751K +$462K +9,329 +197%
WF
606
Welch & Forbes
Massachusetts
$749K +$126K +2,534 +22%
SBSB
607
Sullivan, Bruyette, Speros & Blaney
Virginia
$745K +$323K +6,508 +87%
CG
608
Colony Group
Massachusetts
$738K -$82K -1,654 -11%
WFG
609
Wills Financial Group
Virginia
$734K +$3.96K +80 +0.6%
CCG
610
Cypress Capital Group
Florida
$731K +$14.1K +285 +2%
UF
611
Univest Financial
Pennsylvania
$729K -$7.88K -159 -1%
LNC
612
Lincoln National Corp
Pennsylvania
$726K +$245K +4,943 +57%
FAAS
613
First Allied Advisory Services
California
$721K +$44.4K +896 +7%
AIP
614
Ameritas Investment Partners
Nebraska
$719K -$17K -343 -2%
CTC
615
Central Trust Company
Missouri
$717K -$26.5K -535 -4%
DAC
616
Dividend Assets Capital
South Carolina
$716K -$143K -2,895 -18%
CIC
617
Crawford Investment Counsel
Georgia
$714K – – –
FCA
618
FLC Capital Advisors
California
$713K +$1.19K +24 +0.2%
NGA
619
Naples Global Advisors
Florida
$712K +$28.5K +575 +5%
PJSIMP
620
P.J. Schmidt Investment Management (PJS)
Wisconsin
$709K -$22.3K -450 -3%
BFEC
621
Benjamin F. Edwards & Company
Missouri
$708K -$7.43K -150 -1%
RCAG
622
Rehmann Capital Advisory Group
Michigan
$707K +$53.1K +1,072 +9%
AIM
623
Achmea Investment Management
Netherlands
$707K +$477K +9,624 +267%
BRWA
624
B. Riley Wealth Advisors
Florida
$706K +$52.5K +1,060 +9%
JCM
625
Jacobi Capital Management
Pennsylvania
$702K -$31.3K -632 -5%
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