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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
626
United Asset Strategies
New York
$1.79M +$65.7K +1,063 +3%
DCM
627
Donaldson Capital Management
Indiana
$1.79M +$1.95M +31,570 New
ICG
628
InterOcean Capital Group
Tennessee
$1.78M +$5.25K +85 +0.3%
AAS
629
Avantax Advisory Services
Texas
$1.78M +$173K +2,800 +10%
BL
630
Balentine LLC
Georgia
$1.77M -$288K -4,665 -13%
BCV
631
Banque Cantonale Vaudoise
Switzerland
$1.76M – – –
PFO
632
Pathstone Family Office
New Jersey
$1.75M -$77K -1,247 -4%
CTC
633
Central Trust Company
Missouri
$1.75M +$207K +3,353 +12%
AWM
634
Aevitas Wealth Management
Massachusetts
$1.73M +$26.1K +423 +1%
DSA
635
Davis Selected Advisers
Arizona
$1.72M -$82.3K -1,332 -4%
VRM
636
Vectors Research Management
New York
$1.71M +$3.15K +51 +0.2%
TIA
637
Tandem Investment Advisors
South Carolina
$1.71M -$48.3K -782 -3%
GT
638
Glenview Trust
Kentucky
$1.7M -$341K -5,527 -16%
DAC
639
Dividend Assets Capital
South Carolina
$1.7M – – –
HAI
640
Hennessy Advisors Inc
California
$1.7M +$1.85M +30,000 New
CB
641
CNB Bank
Pennsylvania
$1.69M +$7.35K +119 +0.4%
GCC
642
Game Creek Capital
Massachusetts
$1.66M +$46.3K +750 +3%
LNC
643
Lincoln National Corp
Pennsylvania
$1.65M -$37.1K -600 -2%
BCP
644
Blue Chip Partners
Michigan
$1.65M +$14K +226 +0.8%
CA
645
Continental Advisors
Utah
$1.65M – – –
TTWM
646
TCV Trust & Wealth Management
Virginia
$1.65M -$158K -2,550 -8%
FFA
647
Founders Financial Alliance
North Carolina
$1.65M -$68.9K -1,115 -4%
APA
648
American Portfolios Advisors
New York
$1.64M -$16K -259 -0.9%
CIAS
649
Capital Investment Advisory Services
North Carolina
$1.64M -$198K -3,211 -10%
BRWA
650
B. Riley Wealth Advisors
Florida
$1.64M -$136K -2,204 -7%
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