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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
676
Advantage Investment Management
Iowa
$52K +$49.9K +1,325 New
BPBT
677
Boston Private Bank & Trust
Massachusetts
$49K -$51.6K -1,370 -52%
DAM
678
Delta Asset Management
Tennessee
$49K -$1.51K -40 -3%
FFC
679
First Financial Corp
Indiana
$44K – – –
IMS
680
Index Management Solutions
Pennsylvania
$36K -$253K -6,709 -88%
PH
681
Pinnacle Holdings
Oklahoma
$35K – – –
FANJ
682
Financial Architects (New Jersey)
New Jersey
$35K +$3.09K +82 +10%
SMG
683
Spectrum Management Group
Indiana
$35K +$44.8K +1,190 +259%
SFPIA
684
Stevens First Principles Investment Advisors
California
$34K – – –
WA
685
Waverly Advisors
Alabama
$31K +$30.1K +800 New
MA
686
MCF Advisors
Kentucky
$30K +$151 +4 +0.5%
ST
687
Smithfield Trust
Pennsylvania
$28K – – –
OFS
688
Orrstown Financial Services
Pennsylvania
$27K – – –
KCM
689
Karp Capital Management
California
$26K +$25.4K +675 New
TRCT
690
Tower Research Capital (TRC)
New York
$25K -$465K -12,346 -95%
PFSC
691
Peoples Financial Services Corp
Pennsylvania
$22K – – –
WTC
692
WhitTier Trust Company
Nevada
$20K – – –
MUMSS
693
Mitsubishi UFJ Morgan Stanley Securities
Japan
$20K +$19.2K +510 New
AWM
694
AllSquare Wealth Management
New York
$20K +$19.3K +513 New
SSG
695
Summit Securities Group
New York
$19K -$52.7K -1,400 -74%
HIM
696
Hutchens Investment Management
New Hampshire
$19K +$18.8K +500 New
MFS
697
McNamara Financial Services
Massachusetts
$19K +$18.8K +500 New
CPIG
698
Chicago Partners Investment Group
Illinois
$14K +$13.6K +360 New
JAM
699
Jolley Asset Management
North Carolina
$13K – – –
DA
700
Dunvegan Associates
California
$12K – – –
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