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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
626
North Star Investment Management
Illinois
$84K +$79.9K +2,089 New
TIM
627
Tortoise Investment Management
New York
$80K – – –
FAM
628
Formidable Asset Management
Ohio
$75K – – –
AR
629
Advisory Research
Illinois
$73K +$69.9K +1,827 New
OSNBOA
630
Old Second National Bank of Aurora
Illinois
$60K – – –
CFG
631
CKW Financial Group
Hawaii
$59K – – –
OC
632
Oakworth Capital
Alabama
$57K +$9.26K +242 +21%
DAM
633
Delta Asset Management
Tennessee
$57K +$30.6K +800 +132%
EFSCE
634
Enterprise Financial Services Corp (EFSC)
Missouri
$56K – – –
FA
635
Financial Advantage
Maryland
$56K – – –
MAM
636
Mizuho Asset Management
Japan
$50K – – –
S
637
SignatureFD
Georgia
$49K -$2.14K -56 -4%
BPBT
638
Boston Private Bank & Trust
Massachusetts
$49K +$6.51K +170 +16%
FFC
639
First Financial Corp
Indiana
$45K – – –
AWM
640
Avior Wealth Management
Nebraska
$45K +$43K +1,124 New
IMS
641
Index Management Solutions
Pennsylvania
$44K -$52.8K -1,380 -56%
WF
642
WealthTrust Fairport
Ohio
$43K +$41.1K +1,074 New
PH
643
Pinnacle Holdings
Oklahoma
$36.2K – – –
SFPIA
644
Stevens First Principles Investment Advisors
California
$36K +$33.9K +885 New
ST
645
Smithfield Trust
Pennsylvania
$32K – – –
TDC
646
Thompson Davis & Co
Virginia
$31K +$12.6K +329 +73%
MA
647
MCF Advisors
Kentucky
$30K +$153 +4 +0.5%
DADC
648
D.A. Davidson & Co
Montana
$29K -$69K -1,804 -70%
OFS
649
Orrstown Financial Services
Pennsylvania
$28K – – –
EWM
650
Evercore Wealth Management
New York
$26K +$9.57K +250 +63%
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