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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WRM
626
Westport Resources Management
Connecticut
$212K +$36.1K +1,032 +21%
WF
627
Welch & Forbes
Massachusetts
$211K +$207K +5,920 New
CWM
628
Concert Wealth Management
California
$210K +$205K +5,855 New
DT
629
Diversified Trust
Tennessee
$209K +$205K +5,855 New
PCMK
630
Paragon Capital Management (Kansas)
Kansas
$209K +$206K +5,890 New
EA
631
Euclid Advisors
Connecticut
$208K +$204K +5,830 New
LI
632
Lafayette Investments
Maryland
$207K +$203K +5,811 New
HIMC
633
Heritage Investors Management Corp
Maryland
$205K +$201K +5,759 New
AW
634
ACG Wealth
Georgia
$204K -$34.8K -996 -15%
AW
635
Alpha Windward
Massachusetts
$188K -$437K -12,493 -70%
AC
636
Alexandria Capital
Virginia
$186K +$2.48K +71 +1%
FNBT
637
FineMark National Bank & Trust
Florida
$185K -$57.5K -1,646 -24%
EWM
638
Evercore Wealth Management
New York
$184K -$47.2K -1,350 -21%
PAIA
639
Park Avenue Institutional Advisers
New York
$183K +$7.44K +213 +4%
OFS
640
Orrstown Financial Services
Pennsylvania
$174K +$42.1K +1,204 +33%
RCM
641
Riverhead Capital Management
Delaware
$171K -$1.55M -44,341 -93%
GWS
642
Glassman Wealth Services
Virginia
$169K – – –
HFM
643
Hartford Financial Management
Connecticut
$169K +$20K +573 +14%
SWA
644
Sutton Wealth Advisors
Florida
$168K +$19K +543 +13%
ARMT
645
Amica Retiree Medical Trust
Rhode Island
$165K – – –
DOA
646
D'Orazio & Associates
Virginia
$161K -$1.75K -50 -1%
JFGIW
647
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$147K +$121K +3,475 +528%
PAM
648
Paradigm Asset Management
New York
$146K +$17.4K +498 +14%
SC
649
SRB Corp
Massachusetts
$144K -$6.85K -196 -5%
EFSCE
650
Enterprise Financial Services Corp (EFSC)
Missouri
$138K -$11.3K -323 -8%
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