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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
751
Gabelli Funds
New York
$944K -$117K -2,000 -11%
IWM
752
IHT Wealth Management
Illinois
$940K -$92K -1,566 -8%
SFP
753
Shepherd Financial Partners
Massachusetts
$939K +$46.5K +792 +5%
WPW
754
Waldron Private Wealth
Pennsylvania
$929K -$567K -9,648 -37%
M
755
Mirova
France
$928K +$34.4K +585 +4%
JCM
756
Jacobi Capital Management
Pennsylvania
$925K +$18K +306 +2%
TAIM
757
TD Ameritrade Investment Management
Nebraska
$917K +$111K +1,885 +13%
OIA
758
Optimum Investment Advisors
Illinois
$912K -$30.4K -518 -3%
BJL
759
Brighton Jones LLC
Washington
$909K +$6.99K +119 +0.7%
HVIA
760
Hudson Valley Investment Advisors
New York
$903K -$126K -2,145 -12%
PAS
761
Park Avenue Securities
New York
$899K -$96.3K -1,639 -9%
NCM
762
Novare Capital Management
North Carolina
$893K +$30.8K +524 +3%
EF
763
Empirical Finance
Pennsylvania
$892K +$137K +2,336 +17%
TFS
764
TrustCore Financial Services
Tennessee
$889K +$411 +7 +0%
CT
765
Caldwell Trust
Florida
$886K +$20.1K +342 +2%
HW
766
Hancock Whitney
Mississippi
$876K +$486K +8,276 +110%
ACWM
767
Adams Chetwood Wealth Management
North Carolina
$872K -$130K -2,207 -12%
CCM
768
Canal Capital Management
Virginia
$870K -$48.8K -831 -5%
MWM
769
Modera Wealth Management
New Jersey
$868K -$34.5K -588 -4%
LCM
770
Leisure Capital Management
California
$862K +$14.9K +253 +2%
MMHP
771
Murphy Middleton Hinkle & Parker
Georgia
$858K -$17.2K -293 -2%
FCA
772
FLC Capital Advisors
California
$855K – – –
NL
773
NVWM LLC
Pennsylvania
$844K +$20.4K +348 +2%
RMC
774
Resources Management Corp
Connecticut
$844K +$62.3K +1,061 +8%
GCM
775
Galibier Capital Management
Ontario, Canada
$841K -$14.6K -248 -2%
29 30
31
32 33