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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
776
Resources Management Corp
Connecticut
$645K – – –
PVI
777
Pine Valley Investments
New Jersey
$645K -$10.5K -278 -2%
FPAS
778
Focus Partners Advisor Solutions
Missouri
$644K -$178K -4,714 -22%
CWP
779
Cyndeo Wealth Partners
Florida
$644K +$6.8K +180 +1%
NEI
780
Northwest & Ethical Investments
Ontario, Canada
$641K -$273K -7,225 -30%
FSA
781
Franklin Street Advisors
North Carolina
$641K +$19.6K +518 +3%
BB
782
Busey Bank
Illinois
$641K -$18.9K -500 -3%
SEIA
783
Signature Estate & Investment Advisors
California
$640K +$362K +9,577 +139%
MAG
784
Mayfair Advisory Group
Alabama
$640K -$24.6K -650 -4%
HPC
785
HM Payson & Co
Maine
$635K +$16.4K +433 +3%
DCM
786
Dudley Capital Management
Virginia
$634K -$5.82K -154 -0.9%
SWA
787
Stratos Wealth Advisors
Ohio
$627K +$8.23K +218 +1%
FCM
788
Fourpath Capital Management
Oklahoma
$625K -$23.2K -615 -4%
RFA
789
Register Financial Advisors
Georgia
$622K -$39.1K -1,036 -6%
SLI
790
Sumitomo Life Insurance
Japan
$620K -$70.1K -1,857 -10%
NSIM
791
North Star Investment Management
Illinois
$617K -$19.9K -527 -3%
FCA
792
FLC Capital Advisors
California
$616K – – –
TAM
793
Trust Asset Management
Texas
$613K – – –
SB
794
Strategic Blueprint
Georgia
$610K +$33K +874 +6%
PI
795
PGGM Investments
Netherlands
$609K – – –
AWM
796
Atticus Wealth Management
Florida
$607K -$5.67K -150 -1%
SA
797
Strategic Advisors
New York
$606K – – –
WHG
798
Westwood Holdings Group
Texas
$604K +$38 +1 +0%
PTC
799
Private Trust Company
Ohio
$603K -$81.8K -2,166 -12%
CPBTD
800
Central Pacific Bank - Trust Division
Hawaii
$602K – – –
30 31
32
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