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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TNB
776
TCF National Bank
South Dakota
$642K +$42.2K +933 +7%
FI
777
FormulaFolio Investments
Michigan
$638K +$340K +7,506 +129%
LWMM
778
Legacy Wealth Management (Mississippi)
Mississippi
$637K -$51.2K -1,130 -8%
M
779
Mirova
France
$637K +$603K +13,311 New
PTC
780
Private Trust Company
Ohio
$635K -$7.15K -158 -1%
PI
781
Pettee Investors
Connecticut
$633K – – –
FPWM
782
FSB Premier Wealth Management
Iowa
$630K +$595K +13,144 New
SACTSONJ
783
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$629K – – –
PAS
784
Park Avenue Securities
New York
$628K +$34.6K +765 +6%
SP
785
Symmetry Partners
Connecticut
$627K +$4.53K +100 +0.8%
CNC
786
Canandaigua National Corp
New York
$624K -$22.8K -504 -4%
CPA
787
Court Place Advisors
Maryland
$624K -$4.8K -106 -0.8%
CIC
788
Chilton Investment Company
Connecticut
$621K +$586K +12,950 New
MYIA
789
Mount Yale Investment Advisors
Colorado
$619K -$543 -12 -0.1%
HIIFS
790
Harel Insurance Investments & Financial Services
Israel
$619K – – –
GCA
791
Greenwood Capital Associates
South Carolina
$617K +$88.2K +1,949 +18%
SIAP
792
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$613K – – –
CRI
793
Colonial River Investments
Virginia
$611K +$519K +11,459 New
IA
794
IFP Advisors
Florida
$610K +$139K +3,078 +32%
PG
795
Pendal Group
Australia
$602K -$1.27M -28,115 -69%
PA
796
Parallel Advisors
California
$598K +$29.9K +660 +6%
LP
797
LMR Partners
United Kingdom
$597K +$564K +12,457 New
HFG
798
Heron Financial Group
New York
$596K +$8.6K +190 +2%
BHBT
799
Burke & Herbert Bank & Trust
Virginia
$591K -$49.3K -1,088 -8%
OPS
800
Orion Portfolio Solutions
Nebraska
$589K +$14.8K +326 +3%
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