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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
726
Snowden Capital Advisors
New York
$520K +$1.05K +28 +0.2%
IRAG
727
Investment Research & Advisory Group
Georgia
$518K – – –
WAAG
728
Wealth Alliance Advisory Group
Kansas
$517K +$377 +10 +0.1%
CNC
729
Canandaigua National Corp
New York
$514K -$476K -12,633 -48%
EIA
730
Eastover Investment Advisors
North Carolina
$512K – – –
PTC
731
Private Trust Company
Ohio
$510K +$13.9K +369 +3%
BHBT
732
Burke & Herbert Bank & Trust
Virginia
$510K +$25.4K +675 +5%
SFP
733
Shepherd Financial Partners
Massachusetts
$509K -$7.8K -207 -2%
BB
734
Busey Bank
Illinois
$504K +$88.7K +2,355 +22%
EWM
735
Evercore Wealth Management
New York
$503K -$339 -9 -0.1%
EI
736
Ethic Inc
New York
$503K +$60.6K +1,609 +14%
BAMF
737
BI Asset Management Fondsmaeglerselskab
Denmark
$503K +$115K +3,061 +30%
PI
738
Pettee Investors
Connecticut
$502K – – –
SWM
739
Selective Wealth Management
Virginia
$500K -$13.2K -350 -3%
CPA
740
Court Place Advisors
Maryland
$499K – – –
SACTSONJ
741
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$499K – – –
SP
742
Symmetry Partners
Connecticut
$494K +$489K +12,976 New
CG
743
Caprock Group
Idaho
$492K +$105K +2,793 +28%
MYIA
744
Mount Yale Investment Advisors
Colorado
$492K +$128K +3,387 +35%
BAS
745
Brown Advisory Securities
Maryland
$488K -$23K -611 -5%
SIAP
746
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$487K – – –
FAAS
747
First Allied Advisory Services
California
$480K +$13.2K +351 +3%
LOAME
748
Lombard Odier Asset Management (Europe)
United Kingdom
$476K +$325K +8,626 New
TNB
749
TCF National Bank
South Dakota
$475K +$470K +12,463 New
SS
750
Sunbelt Securities
Texas
$474K +$221K +5,871 +97%
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