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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
801
Moloney Securities Asset Management
Missouri
$726K +$178K +3,286 +34%
PJSIMP
802
P.J. Schmidt Investment Management (PJS)
Wisconsin
$725K -$21.9K -404 -3%
SIAP
803
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$720K -$192K -3,544 -22%
BHBT
804
Burke & Herbert Bank & Trust
Virginia
$717K +$315K +5,820 +84%
MGIA
805
Moneta Group Investment Advisors
Missouri
$707K +$680K +12,553 New
PFS
806
Prospera Financial Services
Texas
$706K -$83K -1,532 -11%
SP
807
Symmetry Partners
Connecticut
$703K – – –
DAS
808
Dynamic Advisor Solutions
Arizona
$702K +$62.8K +1,159 +10%
EGM
809
Engineers Gate Manager
New York
$702K +$675K +12,470 New
MWM
810
Meridian Wealth Management
Kentucky
$701K – – –
HFG
811
Heron Financial Group
New York
$699K +$691K +12,761 New
MIAN
812
Mariner Independent Advisor Network
Kansas
$698K +$671K +12,385 New
PFA
813
Pathway Financial Advisors
Vermont
$692K +$665K +12,288 New
DDC
814
DF Dent & Co
Maryland
$688K +$28.3K +523 +4%
EFSCE
815
Enterprise Financial Services Corp (EFSC)
Missouri
$683K +$382K +7,054 +139%
CIC
816
Carnegie Investment Counsel
Ohio
$679K +$226K +4,174 +53%
WG
817
Welch Group
Alabama
$678K +$166K +3,070 +34%
SWM
818
SVA Wealth Management
Wisconsin
$670K +$48.4K +893 +8%
HAIM
819
Hunter Associates Investment Management
Pennsylvania
$669K +$643K +11,875 New
CFGS
820
Concourse Financial Group Securities
Alabama
$665K +$663K +12,244 New
HH
821
Hilltop Holdings
Texas
$660K +$347K +6,414 +121%
BMC
822
Benin Management Corp
Connecticut
$658K +$106K +1,952 +20%
SWM
823
Sculati Wealth Management
Michigan
$657K +$631K +11,659 New
MFG
824
Monte Financial Group
Connecticut
$656K +$15.3K +282 +2%
CB
825
CNB Bank
Pennsylvania
$654K +$616K +11,378 +4,926%
31 32
33
34 35