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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
776
Cornerstone Advisory
Maryland
$853K +$3.74K +83 +0.4%
CL
777
CSS LLC
Illinois
$851K – – –
WAM
778
Weiss Asset Management
Massachusetts
$851K +$839K +18,610 New
PTC
779
Private Trust Company
Ohio
$849K +$3.56K +79 +0.4%
VFA
780
Valeo Financial Advisors
Indiana
$844K -$157K -3,485 -16%
PT
781
Plimoth Trust
Massachusetts
$840K -$38.5K -855 -4%
FT
782
Fiduciary Trust
Massachusetts
$837K +$174K +3,864 +27%
SSWM
783
Smith Salley Wealth Management
North Carolina
$836K -$121K -2,678 -13%
WI
784
WBI Investments
New Jersey
$830K -$162K -3,602 -17%
CIC
785
Chilton Investment Company
Connecticut
$828K +$184K +4,082 +29%
SSWM
786
Sheets Smith Wealth Management
North Carolina
$826K -$1.31K -29 -0.2%
IAS
787
Insigneo Advisory Services
Florida
$819K +$31.1K +690 +4%
BFIM
788
Beese Fulmer Investment Management
Ohio
$815K +$5.18K +115 +0.6%
BPWM
789
Badgley Phelps Wealth Managers
Washington
$812K – – –
CFM
790
Catalyst Funds Management
Australia
$809K +$798K +17,700 New
HPC
791
HM Payson & Co
Maine
$809K +$36.8K +817 +5%
LCWP
792
Legacy Capital Wealth Partners
Arkansas
$808K -$9.2K -204 -1%
EFS
793
Essex Financial Services
Connecticut
$808K +$19.1K +423 +2%
CAM
794
Congress Asset Management
Massachusetts
$804K -$57.3K -1,270 -7%
PAS
795
Point72 Asia (Singapore)
Singapore
$801K -$2.06M -45,784 -72%
WCAMG
796
Woodard & Company Asset Management Group
North Carolina
$800K +$80.9K +1,795 +11%
JSAM
797
J. Safra Asset Management
New York
$795K +$274K +6,076 +54%
OBAM
798
ODDO BHF Asset Management
France
$787K +$13.9K +309 +2%
I
799
INVST
Indiana
$787K -$17.8K -394 -2%
P
800
Pitcairn
Pennsylvania
$781K +$87K +1,930 +13%
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