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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
751
Peoples Bank (Ohio)
Ohio
$869K +$373K +6,892 +81%
CM
752
Cornerstone Management
Georgia
$858K +$118K +2,178 +17%
AF
753
Advisornet Financial
Minnesota
$852K +$551K +10,168 +205%
TIA
754
Tandem Investment Advisors
South Carolina
$851K +$406K +7,500 +99%
MWA
755
Meridian Wealth Advisors
Texas
$845K +$163K +3,003 +25%
FFG
756
Fortem Financial Group
California
$838K +$181K +3,338 +29%
SWA
757
Sutton Wealth Advisors
Florida
$834K +$560K +10,340 +232%
NGA
758
Naples Global Advisors
Florida
$832K +$77.8K +1,436 +11%
NB
759
Northwest Bancshares
Pennsylvania
$830K +$301K +5,551 +60%
PH
760
Pinnacle Holdings
Oklahoma
$829K +$690K +12,749 +647%
BS
761
Bessemer Securities
New York
$828K +$796K +14,698 New
PI
762
Pettee Investors
Connecticut
$824K +$792K +14,636 New
CCT
763
Chemung Canal Trust
New York
$822K -$16.8K -310 -2%
PMG
764
ProVise Management Group
Florida
$819K +$510K +9,427 +184%
AMC
765
Asset Management Corp
Illinois
$812K +$781K +14,417 New
AAM
766
Augustine Asset Management
Florida
$809K +$185K +3,411 +31%
JCM
767
Jacobi Capital Management
Pennsylvania
$808K +$68.9K +1,273 +10%
CC
768
ClearArc Capital
Ohio
$806K +$150K +2,772 +24%
SWMG
769
Signature Wealth Management Group
Georgia
$802K +$771K +14,242 New
RMC
770
Resources Management Corp
Connecticut
$796K – – –
MPWT
771
MassMutual Private Wealth & Trust
Connecticut
$792K +$623K +11,504 +451%
FQ
772
First Quadrant
California
$791K +$238K +4,390 +45%
BCM
773
Boltwood Capital Management
California
$788K +$758K +13,993 New
PTC
774
Private Trust Company
Ohio
$786K +$249K +4,590 +49%
TL
775
TrueWealth LLC
Georgia
$785K +$727K +13,418 +2,575%
29 30
31
32 33