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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
651
Balentine LLC
Georgia
$661K +$958K +20,258 +1,724%
JFL
652
Jarislowsky, Fraser Ltd
Quebec, Canada
$651K -$251K -5,308 -20%
CS
653
Comerica Securities
Michigan
$650K -$38.3K -810 -4%
BO
654
Bank OZK
Arkansas
$649K -$1.65M -34,883 -62%
WCM
655
Weld Capital Management
New York
$648K -$1.47M -31,033 -60%
TTWM
656
TCV Trust & Wealth Management
Virginia
$648K -$362K -7,647 -27%
SB
657
Simmons Bank
Arkansas
$647K -$857K -18,121 -46%
CRC
658
Curi RMB Capital
Illinois
$644K -$252K -5,326 -20%
EP
659
Edgestream Partners
New Jersey
$638K +$978K +20,685 New
SAM
660
Silvercrest Asset Management
New York
$633K -$11.4K -241 -1%
FFG
661
Fortem Financial Group
California
$630K +$263K +5,553 +37%
WG
662
Welch Group
Alabama
$630K +$398K +8,414 +70%
SYBT
663
Stock Yards Bank & Trust
Kentucky
$627K -$55K -1,164 -5%
GF
664
Gabelli Funds
New York
$624K -$1.13M -23,803 -54%
CA
665
Clearstead Advisors
Ohio
$619K -$128K -2,708 -12%
MWM
666
Modera Wealth Management
New Jersey
$618K +$20.1K +425 +2%
IPW
667
Inlet Private Wealth
Florida
$617K – – –
WWM
668
Willingdon Wealth Management
North Carolina
$615K -$4.73K -100 -0.5%
TFS
669
TrustCore Financial Services
Tennessee
$613K -$10.5K -222 -1%
WA
670
Wheatland Advisors
Pennsylvania
$612K -$1.23M -26,106 -57%
P
671
Pitcairn
Pennsylvania
$611K -$106K -2,233 -10%
B
672
Barings
North Carolina
$604K -$122K -2,586 -12%
AAIM
673
American Assets Investment Management
California
$599K – – –
LNC
674
Lincoln National Corp
Pennsylvania
$590K -$75.7K -1,601 -8%
NCM
675
Novare Capital Management
North Carolina
$590K -$48.4K -1,023 -5%
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