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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
626
Patten & Patten
Tennessee
$219K – – –
YMRC
627
Yorktown Management & Research Company
Virginia
$219K – – –
VVP
628
Vulcan Value Partners
Alabama
$214K +$213K +5,650 New
SHWM
629
Smith & Howard Wealth Management
Georgia
$213K +$212K +5,642 New
FMLI
630
Fukoku Mutual Life Insurance
Japan
$212K – – –
TYCC
631
Texas Yale Capital Corp
Florida
$211K +$210K +5,572 New
CFP
632
Cornerstone Financial Partners
North Carolina
$210K +$208K +5,535 New
LOAMS
633
Lombard Odier Asset Management (Switzerland)
Switzerland
$208K +$205K +5,453 New
PP
634
Prudential plc
United Kingdom
$205K +$204K +5,412 New
BWM
635
Braver Wealth Management
Massachusetts
$204K +$203K +5,407 New
BC
636
Barnett & Company
Tennessee
$203K -$22.6K -600 -10%
LRPA
637
L. Roy Papp & Associates
Arizona
$202K +$201K +5,354 New
PAM
638
PartnerRe Asset Management
Connecticut
$198K -$334K -8,885 -63%
EWM
639
Evercore Wealth Management
New York
$196K -$9.03K -240 -4%
AC
640
Alexandria Capital
Virginia
$195K +$150 +4 +0.1%
PAIA
641
Park Avenue Institutional Advisers
New York
$191K -$4.96K -132 -3%
WG
642
Welch Group
Alabama
$188K +$1.73K +46 +0.9%
WRM
643
Westport Resources Management
Connecticut
$186K +$51.2K +1,360 +38%
KC
644
Kingfisher Capital
North Carolina
$186K +$185K +4,913 New
GWS
645
Glassman Wealth Services
Virginia
$179K – – –
FHA
646
First Horizon Advisors
Tennessee
$173K +$41.4K +1,100 +31%
WT
647
Whittier Trust
California
$164K +$1.5K +40 +0.9%
QCG
648
Quadrant Capital Group
Ohio
$159K +$7.64K +203 +5%
HFM
649
Hartford Financial Management
Connecticut
$158K – – –
KCPG
650
Kavar Capital Partners Group
Kansas
$157K +$1.09K +29 +0.7%
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