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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
701
White Pine Capital
Minnesota
$297K – – –
BHBT
702
Burke & Herbert Bank & Trust
Virginia
$296K -$228K -5,250 -45%
FIB
703
First Interstate Bank
Montana
$296K -$185K -4,253 -39%
HWA
704
Heritage Wealth Advisors
Virginia
$296K +$434 +10 +0.2%
GIA
705
Guyasuta Investment Advisors
Pennsylvania
$290K – – –
HTC
706
Haverford Trust Company
Pennsylvania
$289K +$14.3K +330 +5%
SCM
707
Shelton Capital Management
Colorado
$288K -$4.65K -107 -2%
MMPW
708
Mitchell McLeod Pugh & Williams
Alabama
$279K – – –
PMG
709
ProVise Management Group
Florida
$276K +$264K +6,077 New
RWA
710
Ropes Wealth Advisors
Massachusetts
$273K +$18K +415 +7%
GLA
711
Good Life Advisors
Pennsylvania
$271K +$48.7K +1,121 +23%
PCMK
712
Paragon Capital Management (Kansas)
Kansas
$267K – – –
HF
713
HRT Financial
New York
$265K -$144K -3,323 -36%
AA
714
AlphaMark Advisors
Kentucky
$265K – – –
LI
715
Lafayette Investments
Maryland
$264K – – –
JFGIW
716
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$260K -$731K -16,839 -75%
WPA
717
Winning Points Advisors
Florida
$260K – – –
IFWM
718
Institute for Wealth Management
Colorado
$260K +$247K +5,694 New
VF
719
Virtu Financial
New York
$260K +$249K +5,733 New
AT
720
Argent Trust
Texas
$258K +$34.7K +800 +16%
WF
721
Welch & Forbes
Massachusetts
$257K -$9.12K -210 -4%
CA
722
Cetera Advisors
Colorado
$257K -$8.12K -187 -3%
HFM
723
Hartford Financial Management
Connecticut
$257K – – –
SFG
724
SevenBridge Financial Group
Pennsylvania
$257K – – –
DIA
725
Dana Investment Advisors
Wisconsin
$256K +$6.17K +142 +3%
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