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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
776
Private Trust Company
Ohio
$635K -$7.15K -158 -1%
PI
777
Pettee Investors
Connecticut
$633K – – –
FPWM
778
FSB Premier Wealth Management
Iowa
$630K +$595K +13,144 New
SACTSONJ
779
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$629K – – –
PAS
780
Park Avenue Securities
New York
$628K +$34.6K +765 +6%
SP
781
Symmetry Partners
Connecticut
$627K +$4.53K +100 +0.8%
CNC
782
Canandaigua National Corp
New York
$624K -$22.8K -504 -4%
CPA
783
Court Place Advisors
Maryland
$624K -$4.8K -106 -0.8%
CIC
784
Chilton Investment Company
Connecticut
$621K +$586K +12,950 New
MYIA
785
Mount Yale Investment Advisors
Colorado
$619K -$543 -12 -0.1%
HIIFS
786
Harel Insurance Investments & Financial Services
Israel
$619K – – –
GCA
787
Greenwood Capital Associates
South Carolina
$617K +$88.2K +1,949 +18%
SIAP
788
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$613K – – –
IA
789
IFP Advisors
Florida
$610K +$139K +3,078 +32%
PG
790
Pendal Group
Australia
$602K -$1.27M -28,115 -69%
PA
791
Parallel Advisors
California
$598K +$29.9K +660 +6%
LP
792
LMR Partners
United Kingdom
$597K +$564K +12,457 New
HFG
793
Heron Financial Group
New York
$596K +$8.6K +190 +2%
BHBT
794
Burke & Herbert Bank & Trust
Virginia
$591K -$49.3K -1,088 -8%
OPS
795
Orion Portfolio Solutions
Nebraska
$589K +$14.8K +326 +3%
RIG
796
Ramiah Investment Group
Wisconsin
$589K +$28.7K +634 +5%
ABTD
797
Arvest Bank Trust Division
Oklahoma
$588K +$161K +3,566 +41%
PCM
798
Prelude Capital Management
New York
$588K +$555K +12,265 New
CWC
799
Carolinas Wealth Consulting
North Carolina
$586K +$196K +4,323 +55%
CA
800
Cetera Advisors
Colorado
$584K +$54.1K +1,195 +11%
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