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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
726
Marshwinds Advisory
Georgia
$413K -$4.79K -89 -1%
HCM
727
Highlander Capital Management
New Jersey
$409K +$60.2K +1,118 +16%
GLA
728
Good Life Advisors
Pennsylvania
$408K +$11.3K +209 +3%
CIA
729
CCM Investment Advisers
South Carolina
$402K -$16.5K -307 -4%
HSA
730
HBK Sorce Advisory
Pennsylvania
$402K +$119K +2,217 +40%
TFA
731
Toth Financial Advisory
Virginia
$391K +$323 +6 +0.1%
LPT
732
Legacy Private Trust
Wisconsin
$389K +$25.9K +480 +7%
CPC
733
Cookson Peirce & Co
Pennsylvania
$389K +$402K +7,470 New
RWA
734
Ropes Wealth Advisors
Massachusetts
$386K -$52.2K -970 -12%
SJL
735
Shayne & Jacobs LLC
Tennessee
$385K – – –
FHAM
736
Folger Hill Asset Management
New York
$385K +$399K +7,400 New
HWA
737
Heritage Wealth Advisors
Virginia
$382K -$754 -14 -0.2%
DI
738
Diligent Investors
California
$381K – – –
FLI
739
Family Legacy Inc
South Carolina
$380K -$17.9K -333 -4%
BCM
740
Birmingham Capital Management
Alabama
$380K – – –
HIM
741
Hillsdale Investment Management
Ontario, Canada
$380K +$393K +7,300 New
LNC
742
Lincoln National Corp
Pennsylvania
$376K -$383K -7,115 -50%
FA
743
FMA Advisory
Pennsylvania
$375K +$59.6K +1,107 +18%
CLOS
744
Compagnie Lombard Odier SCmA
Switzerland
$373K -$387K -7,183 -50%
FMBTD
745
First Midwest Bank Trust Division
Illinois
$373K -$132K -2,460 -26%
FA
746
FCG Advisors
New Jersey
$372K – – –
PCM
747
Parsons Capital Management
Rhode Island
$370K +$10.8K +200 +3%
B
748
Barings
North Carolina
$369K – – –
SBSB
749
Sullivan, Bruyette, Speros & Blaney
Virginia
$364K – – –
DT
750
Diversified Trust
Tennessee
$363K -$5.82K -108 -2%
28 29
30
31 32