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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
701
White Pine Capital
Minnesota
$293K – – –
PAMG
702
Patton Albertson Miller Group
Tennessee
$292K -$11.7K -250 -4%
HB
703
Homrich & Berg
Georgia
$292K +$10.3K +221 +3%
HWA
704
Heritage Wealth Advisors
Virginia
$291K +$421 +9 +0.1%
RA
705
Rational Advisors
New York
$291K +$304K +6,500 New
SCM
706
Shelton Capital Management
Colorado
$288K -$96.8K -2,072 -24%
GIA
707
Guyasuta Investment Advisors
Pennsylvania
$286K -$17.1K -365 -5%
FMII
708
Farmers & Merchants Investments Inc
Nebraska
$286K +$4.67K +100 +2%
WRF
709
Waddell & Reed Financial
Kansas
$279K +$292K +6,244 New
OFS
710
Orrstown Financial Services
Pennsylvania
$274K -$56.3K -1,204 -16%
MMPW
711
Mitchell McLeod Pugh & Williams
Alabama
$274K -$6.31K -135 -2%
HTC
712
Haverford Trust Company
Pennsylvania
$269K +$52.7K +1,127 +23%
CWM
713
Concert Wealth Management
California
$268K +$42.1K +901 +19%
SB
714
Simmons Bank
Arkansas
$267K -$16.4K -350 -6%
SAM
715
Sawgrass Asset Management
Florida
$264K – – –
PCMK
716
Paragon Capital Management (Kansas)
Kansas
$263K – – –
WF
717
Welch & Forbes
Massachusetts
$263K +$9.81K +210 +4%
AA
718
AlphaMark Advisors
Kentucky
$261K -$46K -985 -14%
CCA
719
Checchi Capital Advisers
California
$261K -$43.6K -933 -14%
LI
720
Lafayette Investments
Maryland
$260K – – –
AL
721
Aspiriant LLC
California
$260K +$272K +5,830 New
CA
722
Cetera Advisors
Colorado
$259K +$5.75K +123 +2%
PM
723
Parametrica Management
Hong Kong
$259K +$271K +5,803 New
WPA
724
Winning Points Advisors
Florida
$255K +$264K +5,645 New
HFM
725
Hartford Financial Management
Connecticut
$253K -$46.7K -1,000 -15%
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