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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
676
Peoples Bank (Ohio)
Ohio
$557K -$13.1K -246 -2%
FA
677
Fiducient Advisors
Illinois
$555K – – –
AWM
678
Altavista Wealth Management
North Carolina
$554K – – –
KC
679
Kingfisher Capital
North Carolina
$551K -$32.7K -616 -5%
GJIC
680
Gamble Jones Investment Counsel
California
$548K – – –
PFS
681
Prospera Financial Services
Texas
$540K +$4.04K +76 +0.7%
BC
682
Bartlett & Co
Ohio
$535K -$41.4K -779 -7%
BCWM
683
Bartlett & Co Wealth Management
Ohio
$535K -$41.4K -779 -7%
GRQ
684
Gardner Russo & Quinn
Pennsylvania
$534K -$325K -6,112 -37%
WCA
685
Westover Capital Advisors
Delaware
$533K -$85K -1,600 -13%
LWAC
686
Laurel Wealth Advisors (California)
California
$520K +$96.9K +1,824 +21%
LCM
687
Leisure Capital Management
California
$519K +$278K +5,237 +104%
CCG
688
Cypress Capital Group
Florida
$516K +$209K +3,940 +63%
DAS
689
Dynamic Advisor Solutions
Arizona
$515K +$8.66K +163 +2%
MYAM
690
Meiji Yasuda Asset Management
Japan
$511K -$61.6K -1,160 -10%
CIM
691
CIM Investment Management
Pennsylvania
$510K -$17.6K -331 -3%
GC
692
Gratus Capital
Georgia
$507K -$340K -6,392 -39%
WPW
693
Winthrop Partners - WNY
New York
$504K – – –
AA
694
Ancora Advisors
Ohio
$504K – – –
MLL
695
Moody Lynn & Lieberson
Massachusetts
$504K – – –
BUB
696
BBVA USA Bancshares
Texas
$501K -$91K -1,712 -15%
CBT
697
Central Bank & Trust
Kentucky
$501K -$30.3K -570 -5%
FPFS
698
First Personal Financial Services
North Carolina
$500K +$189K +3,560 +56%
EWM
699
Edge Wealth Management
New York
$499K -$2.39K -45 -0.5%
DWM
700
Dakota Wealth Management
Florida
$496K +$522K +9,835 New
26 27
28
29 30