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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIA
751
Cornell Pochily Investment Advisors
New York
$428K – – –
HFG
752
Heron Financial Group
New York
$426K – – –
MGIA
753
Moneta Group Investment Advisors
Missouri
$426K +$59.6K +1,260 +10%
FQ
754
First Quadrant
California
$425K -$11.8K -250 -2%
DY
755
Dowling & Yahnke
California
$425K +$210K +4,446 +48%
BCM
756
Boltwood Capital Management
California
$423K -$12.6K -267 -2%
HCM
757
Hall Capital Management
Rhode Island
$421K -$195K -4,115 -24%
PBO
758
Peoples Bank (Ohio)
Ohio
$421K -$84.5K -1,786 -12%
FAAS
759
First Allied Advisory Services
California
$420K -$323K -6,830 -33%
WAAG
760
Wealth Alliance Advisory Group
Kansas
$418K -$126K -2,656 -16%
SP
761
Symmetry Partners
Connecticut
$418K +$50.5K +1,067 +9%
LCM
762
Leisure Capital Management
California
$416K +$23.4K +495 +4%
EIA
763
Eastover Investment Advisors
North Carolina
$415K +$636K +13,457 New
PA
764
Probity Advisors
Texas
$413K -$111K -2,353 -15%
BP
765
Ballentine Partners
Massachusetts
$410K -$168K -3,560 -21%
EH
766
Employers Holdings
Nevada
$410K +$2.6K +55 +0.4%
CFMC
767
Curbstone Financial Management Corp
New Hampshire
$407K -$22.6K -478 -3%
PFS
768
Prospera Financial Services
Texas
$406K +$29.7K +629 +5%
CPA
769
Court Place Advisors
Maryland
$405K – – –
SAM
770
Summit Asset Management
Tennessee
$405K +$2.65K +56 +0.4%
IAIM
771
International Assets Investment Management
Florida
$404K +$764K +16,163 New
TNB
772
TCF National Bank
South Dakota
$402K -$29.6K -627 -5%
ALAM
773
Asahi Life Asset Management
Japan
$402K +$616K +13,030 New
WCAMG
774
Woodard & Company Asset Management Group
North Carolina
$401K -$2.93K -62 -0.5%
CCG
775
Cypress Capital Group
Florida
$400K -$5.67K -120 -0.9%
29 30
31
32 33