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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
751
Selective Wealth Management
Virginia
$716K +$81.5K +1,800 +14%
IDBONY
752
Israel Discount Bank of New York
New York
$714K -$282K -6,225 -29%
HW
753
Hancock Whitney
Mississippi
$713K -$45.2K -999 -6%
CM
754
Cornerstone Management
Georgia
$712K – – –
DY
755
Dowling & Yahnke
California
$705K +$15.1K +334 +2%
TAIM
756
TD Ameritrade Investment Management
Nebraska
$702K -$156K -3,438 -19%
BS
757
Bessemer Securities
New York
$700K – – –
LCM
758
Leisure Capital Management
California
$700K +$2.94K +65 +0.4%
SAM
759
Summit Asset Management
Tennessee
$695K -$8.01K -177 -1%
EFSCE
760
Enterprise Financial Services Corp (EFSC)
Missouri
$689K -$3.89K -86 -0.6%
CT
761
Caldwell Trust
Florida
$683K -$36.4K -805 -5%
CTI
762
Community Trust & Investment
Kentucky
$679K – – –
RMC
763
Resources Management Corp
Connecticut
$678K – – –
PFA
764
Pathway Financial Advisors
Vermont
$676K – – –
GF
765
Goodman Financial
Texas
$674K +$637K +14,062 New
CCT
766
Capital City Trust
Florida
$670K -$42.5K -938 -6%
WC
767
Westhampton Capital
North Carolina
$670K +$106K +2,350 +20%
SCI
768
S&CO Inc
Massachusetts
$666K – – –
MYAM
769
Meiji Yasuda Asset Management
Japan
$663K -$121K -2,670 -16%
NB
770
Northwest Bancshares
Pennsylvania
$663K -$25.8K -570 -4%
EWM
771
Evercore Wealth Management
New York
$663K +$28.5K +629 +5%
EF
772
Empirical Finance
Pennsylvania
$658K +$108K +2,391 +21%
AWM
773
Aprio Wealth Management
Georgia
$652K -$40.9K -904 -6%
WAAG
774
Wealth Alliance Advisory Group
Kansas
$649K -$1.58K -35 -0.3%
EIA
775
Eastover Investment Advisors
North Carolina
$645K – – –
29 30
31
32 33