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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
626
Brighton Jones LLC
Washington
$223K +$24.4K +633 +11%
DDPIC
627
Deroy & Devereaux Private Investment Counsel
Michigan
$221K +$239K +6,200 New
PCMK
628
Paragon Capital Management (Kansas)
Kansas
$217K +$1.81K +47 +0.8%
HAG
629
HighPoint Advisor Group
Illinois
$216K +$234K +6,059 New
FNBT
630
FineMark National Bank & Trust
Florida
$214K +$11.1K +288 +5%
GLRA
631
Gerald L. Ray & Associates
Texas
$213K – – –
BC
632
Barnett & Company
Tennessee
$212K – – –
MYLI
633
Meiji Yasuda Life Insurance
Japan
$210K +$228K +5,900 New
DT
634
Diversified Trust
Tennessee
$208K -$7.68K -199 -3%
LI
635
Lafayette Investments
Maryland
$207K – – –
YMRC
636
Yorktown Management & Research Company
Virginia
$206K – – –
PP
637
Patten & Patten
Tennessee
$206K +$11.6K +300 +5%
HIMC
638
Heritage Investors Management Corp
Maryland
$205K -$7.72K -200 -3%
FMLI
639
Fukoku Mutual Life Insurance
Japan
$199K – – –
AW
640
Alpha Windward
Massachusetts
$193K -$116 -3 -0.1%
EWM
641
Evercore Wealth Management
New York
$192K -$11K -285 -5%
PAIA
642
Park Avenue Institutional Advisers
New York
$185K +$12.5K +324 +7%
AC
643
Alexandria Capital
Virginia
$183K -$4.28K -111 -2%
W
644
Wealthfront
California
$179K -$53.5K -1,386 -22%
SIG
645
Schooner Investment Group
Pennsylvania
$178K -$96.5K -2,500 -33%
WG
646
Welch Group
Alabama
$176K +$4.63K +120 +2%
GWS
647
Glassman Wealth Services
Virginia
$169K – – –
FCCM
648
First City Capital Management
Georgia
$167K +$39 +1 +0%
GLI
649
Guardian Life Insurance
New York
$162K +$52.3K +1,356 +42%
FQ
650
First Quadrant
California
$156K +$170K +4,396 New
24 25
26
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