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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
726
Jacobi Capital Management
Pennsylvania
$793K -$36.4K -804 -5%
NCM
727
Novare Capital Management
North Carolina
$787K -$125K -2,753 -14%
AC
728
Athanor Capital
New York
$780K +$737K +16,271 New
BJL
729
Brighton Jones LLC
Washington
$767K +$2.22K +49 +0.3%
CCM
730
Canal Capital Management
Virginia
$762K +$3.98K +88 +0.6%
TFS
731
TrustCore Financial Services
Tennessee
$759K -$71.1K -1,571 -9%
WIA
732
Wealthstreet Investment Advisors
Texas
$757K +$11.5K +253 +2%
MMHP
733
Murphy Middleton Hinkle & Parker
Georgia
$756K -$25K -553 -3%
EI
734
Ethic Inc
New York
$756K +$116K +2,553 +19%
SCA
735
Snowden Capital Advisors
New York
$744K +$83.9K +1,853 +14%
MFG
736
Monte Financial Group
Connecticut
$744K -$47.3K -1,044 -6%
GCM
737
Galibier Capital Management
Ontario, Canada
$738K -$90.5K -2,000 -11%
FCA
738
FLC Capital Advisors
California
$738K – – –
BWM
739
BCS Wealth Management
Tennessee
$733K – – –
CCG
740
Cypress Capital Group
Florida
$727K +$1.36K +30 +0.2%
SFP
741
Shepherd Financial Partners
Massachusetts
$727K +$80.4K +1,775 +13%
EWA
742
EP Wealth Advisors
California
$726K -$48.9K -1,081 -7%
JFL
743
Jarislowsky, Fraser Ltd
Quebec, Canada
$720K -$4.98K -110 -0.7%
RC
744
RegentAtlantic Capital
New Jersey
$719K -$63.4K -1,401 -9%
AFAS
745
Acorn Financial Advisory Services
Virginia
$718K -$102K -2,260 -13%
LOAME
746
Lombard Odier Asset Management (Europe)
United Kingdom
$718K +$228K +5,046 +58%
SWM
747
Selective Wealth Management
Virginia
$716K +$81.5K +1,800 +14%
IDBONY
748
Israel Discount Bank of New York
New York
$714K -$282K -6,225 -29%
HW
749
Hancock Whitney
Mississippi
$713K -$45.2K -999 -6%
CM
750
Cornerstone Management
Georgia
$712K – – –
28 29
30
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