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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
651
Mutual Advisors
Nebraska
$889K +$35.1K +1,130 +4%
OSAM
652
O'Shaughnessy Asset Management
Connecticut
$889K -$120K -3,855 -12%
FSA
653
Fort Sheridan Advisors
Illinois
$887K +$1.33K +43 +0.1%
VFA
654
Voya Financial Advisors
Connecticut
$877K -$45.7K -1,470 -5%
CS
655
Comerica Securities
Michigan
$875K -$257K -8,274 -22%
AIMCA
656
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$874K – – –
FHC
657
First Heartland Consultants
Missouri
$872K +$317K +10,214 +55%
GA
658
GoalVest Advisory
New York
$871K -$59.3K -1,910 -6%
CL
659
CSS LLC
Illinois
$869K +$311K +10,000 +54%
SCC
660
Steel Canyon Capital
Arizona
$865K +$886K +28,514 New
PT
661
Plimoth Trust
Massachusetts
$864K -$35.7K -1,150 -4%
JCM
662
Jacobi Capital Management
Pennsylvania
$862K +$108K +3,476 +14%
ROC
663
River Oaks Capital
Minnesota
$859K +$304K +9,800 +53%
TTWM
664
TCV Trust & Wealth Management
Virginia
$858K -$17.4K -561 -2%
PAMG
665
Patton Albertson Miller Group
Tennessee
$857K -$156K -5,026 -15%
AF
666
Ally Financial
Michigan
$850K – – –
CAG
667
Csenge Advisory Group
Florida
$850K -$12.7K -408 -1%
UBV
668
United Bank (Virginia)
Virginia
$848K -$23.5K -757 -3%
FFA
669
Founders Financial Alliance
North Carolina
$841K +$150K +4,825 +21%
SVWAG
670
Sound View Wealth Advisors Group
Georgia
$840K +$38.7K +1,245 +5%
VFA
671
Valeo Financial Advisors
Indiana
$839K +$40.8K +1,313 +5%
TMAM
672
Tokio Marine Asset Management
Japan
$836K +$43.3K +1,393 +5%
FBT
673
First Bank & Trust
South Dakota
$830K -$472K -15,209 -36%
ACL
674
Applied Capital LLC
Florida
$826K +$248K +7,984 +42%
EWM
675
EPG Wealth Management
Georgia
$825K +$270K +8,708 +47%
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