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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
726
Resources Management Corp
Connecticut
$531K – – –
PP
727
Prudential plc
United Kingdom
$526K – – –
IMOV
728
Investment Management of Virginia
Virginia
$522K -$7.2K -200 -1%
OAM
729
Optimal Asset Management
California
$519K -$353K -9,800 -41%
SCA
730
Snowden Capital Advisors
New York
$513K -$15.5K -431 -3%
SFP
731
Shepherd Financial Partners
Massachusetts
$510K -$23.3K -647 -5%
WAAG
732
Wealth Alliance Advisory Group
Kansas
$509K – – –
IRAG
733
Investment Research & Advisory Group
Georgia
$509K +$339K +9,406 +224%
SWM
734
Selective Wealth Management
Virginia
$506K +$352K +9,784 +265%
GCA
735
Greenwood Capital Associates
South Carolina
$506K +$485K +13,454 New
AWM
736
Absher Wealth Management
North Carolina
$505K -$135K -3,749 -22%
EIA
737
Eastover Investment Advisors
North Carolina
$505K – – –
GC
738
Gratus Capital
Georgia
$501K -$58.9K -1,634 -11%
EWM
739
Evercore Wealth Management
New York
$497K -$73.6K -2,044 -13%
PI
740
Pettee Investors
Connecticut
$496K -$51.8K -1,437 -10%
CFMC
741
Curbstone Financial Management Corp
New Hampshire
$496K – – –
SAM
742
Summit Asset Management
Tennessee
$496K +$2.52K +70 +0.5%
AAM
743
Augustine Asset Management
Florida
$495K -$98.3K -2,730 -17%
SACTSONJ
744
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$493K -$313K -8,700 -40%
CPA
745
Court Place Advisors
Maryland
$493K – – –
WCAMG
746
Woodard & Company Asset Management Group
North Carolina
$488K – – –
W
747
WealthStone
Ohio
$487K +$467K +12,963 New
SIAP
748
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$480K – – –
LOPW
749
Live Oak Private Wealth
North Carolina
$480K +$188K +5,221 +69%
TAM
750
Todd Asset Management
Kentucky
$479K +$460K +12,766 New
28 29
30
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