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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
701
Cribstone Capital Management
Maine
$132K – – –
TG
702
TLP Group
Illinois
$126K +$125K +3,353 New
FPFS
703
First Personal Financial Services
North Carolina
$119K – – –
GLI
704
Guardian Life Insurance
New York
$116K +$931 +25 +0.8%
PRS
705
Pinkerton Retirement Specialists
Idaho
$113K -$2.83K -76 -2%
IIC
706
Integrated Investment Consultants
Michigan
$113K – – –
QCG
707
Quadrant Capital Group
Ohio
$106K -$14.9K -400 -12%
FHA
708
First Horizon Advisors
Tennessee
$105K +$16.2K +434 +18%
HI
709
Hudock Inc
Pennsylvania
$98K +$745 +20 +0.8%
BWP
710
Baldwin Wealth Partners
Massachusetts
$97K – – –
LWM
711
LBA Wealth Management
Florida
$96K +$3.73K +100 +4%
SFFS
712
Stonehage Fleming Financial Services
Jersey
$93K +$91.8K +2,465 New
WTC
713
WhitTier Trust Company
Nevada
$92K – – –
CTC
714
Central Trust Company
Missouri
$91K -$30.8K -827 -26%
MRCM
715
M&R Capital Management
New Jersey
$91K +$11.4K +307 +14%
NFG
716
Next Financial Group
Texas
$91K +$11.5K +308 +15%
NEAM
717
New England Asset Management
Connecticut
$88K – – –
VCM
718
Versant Capital Management
Arizona
$83K -$1.9K -51 -2%
ZB
719
Zions Bancorporation
Utah
$83K -$37 -1 -0%
WRM
720
Westport Resources Management
Connecticut
$80K -$143K -3,832 -64%
MCM
721
Manchester Capital Management
Vermont
$80K – – –
SAMC
722
Shinko Asset Management Company
Japan
$80K – – –
LWM
723
Lenox Wealth Management
Ohio
$77K – – –
OC
724
Oakworth Capital
Alabama
$77K +$11.4K +305 +18%
AA
725
Apriem Advisors
California
$75K – – –
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