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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WSCM
726
Wellington Shields Capital Management
New York
$441K +$106K +2,000 +30%
PTC
727
Private Trust Company
Ohio
$440K +$11.6K +218 +3%
SCM
728
Sterling Capital Management
North Carolina
$432K -$75.1K -1,414 -14%
SEIA
729
Signature Estate & Investment Advisors
California
$432K +$455K +8,559 New
LPT
730
Legacy Private Trust
Wisconsin
$430K +$55.8K +1,050 +14%
HIM
731
Hermes Investment Management
United Kingdom
$429K – – –
SFM
732
Signet Financial Management
New Jersey
$428K – – –
BW
733
Bison Wealth
Georgia
$424K +$319 +6 +0.1%
SXL
734
Summit X LLC
Missouri
$422K +$77.1K +1,452 +22%
CIC
735
Carnegie Investment Counsel
Ohio
$422K +$433K +8,143 New
BHWM
736
Bar Harbor Wealth Management
New Hampshire
$414K -$11.2K -210 -2%
MMG
737
Monetary Management Group
Missouri
$412K – – –
AL
738
Aspiriant LLC
California
$410K +$69.1K +1,301 +19%
P
739
Pitcairn
Pennsylvania
$407K -$2.55K -48 -0.6%
HCM
740
Highlander Capital Management
New Jersey
$407K – – –
WWMSC
741
Wagner Wealth Management (South Carolina)
South Carolina
$406K -$20.6K -388 -5%
SS
742
Simplicity Solutions
Minnesota
$404K +$426K +8,011 New
TFA
743
Toth Financial Advisory
Virginia
$402K +$24.3K +457 +6%
MA
744
Marshwinds Advisory
Georgia
$401K +$638 +12 +0.2%
CIA
745
CCM Investment Advisers
South Carolina
$399K +$9.56K +180 +2%
LOAME
746
Lombard Odier Asset Management (Europe)
United Kingdom
$391K -$44.3K -834 -10%
LNC
747
Lincoln National Corp
Pennsylvania
$391K +$28.5K +537 +7%
PCM
748
Parsons Capital Management
Rhode Island
$388K +$31.9K +600 +8%
VFP
749
Verus Financial Partners
Virginia
$383K -$20.7K -390 -5%
HSA
750
HBK Sorce Advisory
Pennsylvania
$379K -$11.8K -222 -3%
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30
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