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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
751
Segall Bryant & Hamill
Illinois
$977K +$386K +7,043 +73%
PTC
752
Philadelphia Trust Company
Pennsylvania
$965K -$89.6K -1,635 -9%
CCM
753
Canal Capital Management
Virginia
$963K +$33.2K +605 +4%
CA
754
Cetera Advisors
Colorado
$955K +$230K +4,198 +34%
JCM
755
Jacobi Capital Management
Pennsylvania
$954K +$7.07K +129 +0.8%
CFA
756
Camarda Financial Advisors
Florida
$948K -$44K -803 -5%
BJL
757
Brighton Jones LLC
Washington
$948K +$13.2K +241 +2%
MWM
758
Modera Wealth Management
New Jersey
$947K -$22.3K -406 -2%
M
759
Mirova
France
$941K +$155K +2,832 +21%
SFP
760
Shepherd Financial Partners
Massachusetts
$940K +$53.4K +975 +6%
TFS
761
TrustCore Financial Services
Tennessee
$934K +$9.1K +166 +1%
OCG
762
Opus Capital Group
Ohio
$926K -$148K -2,700 -15%
CI
763
Conning Inc
Connecticut
$922K -$86K -1,570 -9%
WIA
764
Wealthstreet Investment Advisors
Texas
$921K – – –
PP
765
Paloma Partners
Connecticut
$920K -$4.01M -73,221 -82%
MMHP
766
Murphy Middleton Hinkle & Parker
Georgia
$919K -$1.21K -22 -0.1%
CT
767
Caldwell Trust
Florida
$911K +$75.1K +1,370 +10%
AA
768
Argent Advisors
Louisiana
$908K -$79.1K -1,444 -8%
NCM
769
Novare Capital Management
North Carolina
$908K -$47K -857 -5%
MA
770
Mutual Advisors
Nebraska
$900K -$683K -12,453 -45%
FCA
771
FLC Capital Advisors
California
$898K – – –
GCM
772
Galibier Capital Management
Ontario, Canada
$898K – – –
BIA
773
BHK Investment Advisors
Alabama
$891K – – –
LCM
774
Leisure Capital Management
California
$891K +$37.2K +679 +5%
EWA
775
EP Wealth Advisors
California
$883K +$55 +1 +0%
29 30
31
32 33