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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
751
First Horizon Advisors
Tennessee
$786K -$12.9K -354 -2%
CC
752
Cipher Capital
New York
$785K +$737K +20,147 New
FMII
753
Farmers & Merchants Investments Inc
Nebraska
$781K -$376K -10,289 -34%
FOFP
754
Fee-Only Financial Planning
South Carolina
$780K – – –
AG
755
AlTi Global
New York
$774K +$58.8K +1,607 +9%
CHC
756
City Holding Co
West Virginia
$771K +$173K +4,720 +31%
LGA
757
Lebenthal Global Advisors
New York
$770K +$41.4K +1,131 +6%
FAIM
758
Financial Advocates Investment Management
Washington
$768K +$64.1K +1,752 +10%
CA
759
Cornerstone Advisory
Maryland
$766K +$2.93K +80 +0.4%
SFI
760
Siemens Fonds Invest
Germany
$759K -$21.4K -585 -3%
UB
761
UMB Bank
Missouri
$755K -$1.47M -40,249 -68%
I
762
INVST
Indiana
$752K +$717K +19,604 New
TTWM
763
TCV Trust & Wealth Management
Virginia
$747K -$29.3K -800 -4%
TIA
764
Trust Investment Advisors
Indiana
$742K -$1.68K -46 -0.2%
GFA
765
Gallagher Fiduciary Advisors
Illinois
$741K -$35.6K -974 -5%
AT
766
American Trust
Kentucky
$737K – – –
TAM
767
Todd Asset Management
Kentucky
$735K +$690K +18,860 New
RWB
768
RMR Wealth Builders
New Jersey
$734K -$13K -356 -2%
IFU
769
iSAM Funds (UK)
United Kingdom
$733K +$349K +9,549 +103%
MAS
770
Meeder Advisory Services
Ohio
$733K +$68.5K +1,872 +11%
CL
771
CSS LLC
Illinois
$726K – – –
P
772
Pitcairn
Pennsylvania
$724K +$22.6K +618 +3%
BBHC
773
Brown Brothers Harriman & Co
New York
$721K -$109K -2,977 -14%
SCM
774
Stevens Capital Management
Pennsylvania
$715K +$168K +4,606 +34%
CCM
775
Coldstream Capital Management
Washington
$714K +$53.4K +1,461 +9%
29 30
31
32 33