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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
751
Parsons Capital Management
Rhode Island
$374K – – –
TIA
752
Tandem Investment Advisors
South Carolina
$373K +$41K +799 +12%
LNC
753
Lincoln National Corp
Pennsylvania
$372K -$5.29K -103 -1%
CPC
754
Cookson Peirce & Co
Pennsylvania
$368K +$5.39K +105 +1%
TC
755
Truvestments Capital
Florida
$364K +$1.03K +20 +0.3%
SEIA
756
Signature Estate & Investment Advisors
California
$363K -$55.7K -1,085 -13%
SBSB
757
Sullivan, Bruyette, Speros & Blaney
Virginia
$362K – – –
AL
758
Aspiriant LLC
California
$360K -$37.1K -723 -9%
SJL
759
Shayne & Jacobs LLC
Tennessee
$359K – – –
FLI
760
Family Legacy Inc
South Carolina
$358K +$3.75K +73 +1%
HWA
761
Heritage Wealth Advisors
Virginia
$355K -$2.05K -40 -0.5%
BCM
762
Birmingham Capital Management
Alabama
$355K – – –
DI
763
Diligent Investors
California
$355K – – –
IWM
764
IHT Wealth Management
Illinois
$353K +$27.4K +533 +8%
GEA
765
Glen Eagle Advisors
New Jersey
$348K +$462 +9 +0.1%
CAM
766
Cidel Asset Management
Ontario, Canada
$348K – – –
HSA
767
HBK Sorce Advisory
Pennsylvania
$347K -$18.4K -358 -5%
CCA
768
Checchi Capital Advisers
California
$347K +$50.3K +981 +16%
TAIM
769
TD Ameritrade Investment Management
Nebraska
$345K +$323K +6,289 +774%
VFP
770
Verus Financial Partners
Virginia
$343K -$27K -527 -7%
WA
771
WealthTrust Axiom
Pennsylvania
$343K +$11.8K +229 +3%
AI
772
Atria Investments
North Carolina
$340K +$119K +2,314 +49%
PG
773
Patten Group
Tennessee
$339K – – –
DCM
774
Dupont Capital Management
Delaware
$337K – – –
WPC
775
White Pine Capital
Minnesota
$337K – – –
29 30
31
32 33