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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
701
Gemmer Asset Management
California
$13K – – –
CFA
702
CT Financial Advisors
Pennsylvania
$12.1K – – –
CCMW
703
Cypress Capital Management (Wyoming)
Wyoming
$12.1K – – –
DA
704
Dunvegan Associates
California
$12K – – –
EWM
705
Edge Wealth Management
New York
$11K – – –
PMFA
706
Plante Moran Financial Advisors
Michigan
$11K – – –
ECM
707
Estabrook Capital Management
New York
$9.07K – – –
PR
708
Payden & Rygel
California
$9K – – –
AWS
709
Aris Wealth Services
Pennsylvania
$8K – – –
SMG
710
Spectrum Management Group
Indiana
$8K – – –
RA
711
Rational Advisors
New York
$7K – – –
TCCM
712
Timber Creek Capital Management
Massachusetts
$7K – – –
AWM
713
Avior Wealth Management
Nebraska
$7K +$40 +1 +0.6%
HR
714
Howe & Rusling
New York
$7K +$396 +10 +6%
MWP
715
MYCIO Wealth Partners
Pennsylvania
$7K +$3.17K +80 +80%
ANBT
716
American National Bank & Trust
Texas
$7K +$6.92K +175 New
CAW
717
Cornerstone Advisors (Washington)
Washington
$6K – – –
TFO
718
Tarbox Family Office
California
$6K – – –
GXMC
719
Global X Management Company
New York
$6K +$6.21K +157 New
LWA
720
Lowe Wealth Advisors
Maryland
$5K -$8.66K -219 -63%
CHP
721
Cable Hill Partners
Oregon
$5K – – –
RWM
722
Raffa Wealth Management
District of Columbia
$4.76K – – –
AF
723
Arrow Financial
New York
$4K – – –
PCTC
724
Perkins Coie Trust Company
Washington
$4K +$3.56K +90 New
AT
725
Arden Trust
Delaware
$2.34K +$87.9K +2,223 +4%
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