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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TYCC
726
Texas Yale Capital Corp
Florida
$253K – – –
WAM
727
Weatherly Asset Management
California
$250K – – –
AW
728
Alpha Windward
Massachusetts
$250K +$5.95K +137 +3%
LOAMS
729
Lombard Odier Asset Management (Switzerland)
Switzerland
$248K – – –
RC
730
RegentAtlantic Capital
New Jersey
$247K – – –
SB
731
Simmons Bank
Arkansas
$243K -$28.2K -650 -11%
LRPA
732
L. Roy Papp & Associates
Arizona
$243K – – –
MPWT
733
MassMutual Private Wealth & Trust
Connecticut
$242K -$1.74K -40 -0.7%
CCA
734
Checchi Capital Advisers
California
$238K -$25.9K -597 -10%
HIMC
735
Heritage Investors Management Corp
Maryland
$237K – – –
FPF
736
FNY Partners Fund
New York
$225K +$124K +2,865 +136%
GI
737
Gradient Investments
Minnesota
$223K +$59.7K +1,375 +39%
AC
738
Alexandria Capital
Virginia
$222K – – –
BJL
739
Brighton Jones LLC
Washington
$216K -$13.6K -313 -6%
GWS
740
Glassman Wealth Services
Virginia
$216K +$782 +18 +0.4%
HSA
741
HBK Sorce Advisory
Pennsylvania
$215K -$5.38K -124 -3%
CB
742
Chemical Bank
Michigan
$215K +$4.47K +103 +2%
TNBTD
743
Trustmark National Bank Trust Department
Mississippi
$214K -$3.91K -90 -2%
SWA
744
Sutton Wealth Advisors
Florida
$214K – – –
YMRC
745
Yorktown Management & Research Company
Virginia
$213K – – –
ARMT
746
Amica Retiree Medical Trust
Rhode Island
$211K – – –
PL
747
Perpetual Ltd
Australia
$210K – – –
RPA
748
Rock Point Advisors
Vermont
$209K – – –
PP
749
Prudential plc
United Kingdom
$207K -$298K -6,864 -60%
PPSG
750
Princeton Portfolio Strategies Group
New Jersey
$207K +$198K +4,549 New
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30
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