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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
651
Reilly Financial Advisors
California
$11K – – –
WA
652
Waverly Advisors
Alabama
$10K -$8.92K -258 -49%
TFO
653
Tarbox Family Office
California
$10K +$8.88K +257 New
CP
654
Corbenic Partners
Pennsylvania
$10K +$9.37K +271 New
BFEC
655
Benjamin F. Edwards & Company
Missouri
$9K – – –
HR
656
Howe & Rusling
New York
$7K -$12.2K -354 -65%
LFR
657
Lehman Financial Resources
Pennsylvania
$7K – – –
OIA
658
Optimum Investment Advisors
Illinois
$6K +$5.53K +160 New
AF
659
Arrow Financial
New York
$5K – – –
RWM
660
Raffa Wealth Management
District of Columbia
$4.59K +$4.08K +118 New
PAS
661
Partnervest Advisory Services
California
$4K – – –
PR
662
Payden & Rygel
California
$4K – – –
JIC
663
Joel Isaacson & Co
New York
$4K +$35 +1 +1%
ARMC
664
American Research & Management Company
Massachusetts
$4K +$3.46K +100 New
VIA
665
Vantage Investment Advisors
Pennsylvania
$4K +$3.46K +100 New
QAM
666
QCI Asset Management
New York
$3K +$3.11K +90 New
IC
667
Institutional Capital
Illinois
$2K -$436M -12,606,910 -100%
CAW
668
Cornerstone Advisors (Washington)
Washington
$2K +$138 +4 +8%
WEC
669
Winslow Evans & Crocker
Massachusetts
$2K +$1.45K +42 New
HRIA
670
Haberer Registered Investment Advisor
Ohio
$1K – – –
NDSI
671
Newman Dignan & Sheerar Inc
Rhode Island
$363 +$32.8K +950 +11%
HCM
672
Highbridge Capital Management
New York
– -$9.93M -287,392 Closed
SCM
673
Stevens Capital Management
Pennsylvania
– -$6.76M -200,442 Closed
ZAM
674
Zenit Asset Management
Sweden
– -$5.74M -170,000 Closed
BSA
675
Braun Stacey Associates
New York
– -$3.7M -109,540 Closed
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