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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMK
701
Paragon Capital Management (Kansas)
Kansas
$276K – – –
LI
702
Lafayette Investments
Maryland
$273K – – –
RB
703
Rodgers Brothers
Pennsylvania
$270K -$101K -2,371 -29%
CA
704
Cetera Advisors
Colorado
$269K +$7.4K +174 +3%
WF
705
Welch & Forbes
Massachusetts
$266K +$241K +5,670 New
AW
706
ACG Wealth
Georgia
$265K +$128 +3 +0.1%
ZIM
707
Zacks Investment Management
Illinois
$263K -$25K -587 -9%
TYCC
708
Texas Yale Capital Corp
Florida
$262K – – –
WAM
709
Weatherly Asset Management
California
$259K +$234K +5,501 New
DWT
710
Dorsey & Whitney Trust
South Dakota
$258K – – –
AIU
711
Algebris Investments (UK)
United Kingdom
$258K +$234K +5,491 New
LRPA
712
L. Roy Papp & Associates
Arizona
$252K – – –
AW
713
Alpha Windward
Massachusetts
$252K +$1.45K +34 +0.6%
JFGIW
714
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$252K +$63.6K +1,495 +39%
HIMC
715
Heritage Investors Management Corp
Maryland
$250K -$6.38K -150 -3%
RCM
716
Riverhead Capital Management
Delaware
$247K -$42.5K -1,000 -16%
AC
717
Alexandria Capital
Virginia
$246K +$213 +5 +0.1%
RC
718
RegentAtlantic Capital
New Jersey
$244K -$16.3K -383 -7%
PCM
719
Parsons Capital Management
Rhode Island
$242K +$219K +5,152 New
OSAM
720
O'Shaughnessy Asset Management
Connecticut
$238K +$215K +5,058 New
SCA
721
STALEY CAPITAL ADVISERS
Pennsylvania
$235K +$213K +5,000 New
PCM
722
Prelude Capital Management
New York
$234K +$212K +4,980 New
HSA
723
HBK Sorce Advisory
Pennsylvania
$233K +$210K +4,946 New
DIA
724
Dana Investment Advisors
Wisconsin
$233K +$211K +4,965 New
KC
725
Kingfisher Capital
North Carolina
$231K +$209K +4,913 New
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