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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCC
726
Park Circle Company
Maryland
$895K – – –
GAM
727
Groupama Asset Management
France
$894K +$4.01K +95 +0.4%
CCM
728
Coldstream Capital Management
Washington
$894K +$91.7K +2,171 +12%
FSA
729
Fort Sheridan Advisors
Illinois
$890K +$253 +6 +0%
TBC
730
Ted Buchan & Co
California
$886K +$509K +12,048 +139%
PIM
731
Penobscot Investment Management
Massachusetts
$884K -$63.3K -1,500 -4%
CA
732
Cornerstone Advisors
North Carolina
$881K – – –
SPC
733
Sigma Planning Corp
Michigan
$875K +$46.7K +1,106 +6%
NC
734
NewSquare Capital
Pennsylvania
$875K +$847K +20,057 +5,104%
CAAS
735
Capital Asset Advisory Services
Michigan
$873K -$42.9K -1,015 -5%
MCWS
736
McKinley Carter Wealth Services
West Virginia
$873K -$253 -6 -0%
CA
737
Carson Advisory
Georgia
$870K -$39.5K -935 -4%
AFCM
738
Applied Finance Capital Management
Puerto Rico
$866K +$324K +7,678 +61%
GWA
739
Gratus Wealth Advisors
Virginia
$865K -$5.79K -137 -0.7%
PIM
740
Provident Investment Management
Michigan
$863K +$69.7K +1,650 +9%
VFA
741
Valeo Financial Advisors
Indiana
$856K -$27K -640 -3%
BBHC
742
Brown Brothers Harriman & Co
New York
$856K +$81.9K +1,940 +11%
CNTOF
743
Canandaigua National Trust of Florida
New York
$853K +$843K +19,951 New
ACM
744
AlphaStar Capital Management
North Carolina
$852K -$50K -1,183 -6%
SFI
745
Siemens Fonds Invest
Germany
$851K – – –
LGA
746
Lebenthal Global Advisors
New York
$851K +$6.67K +158 +0.8%
TTWM
747
TCV Trust & Wealth Management
Virginia
$847K +$19.1K +453 +2%
CA
748
Cornerstone Advisory
Maryland
$847K -$23.4K -555 -3%
LIM
749
Leavell Investment Management
Alabama
$845K -$6.46K -153 -0.8%
ACGA
750
Atlanta Consulting Group Advisors
Georgia
$844K +$833K +19,727 New
28 29
30
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