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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMM
801
Legacy Wealth Management (Mississippi)
Mississippi
$776K – – –
WS
802
Wedbush Securities
California
$772K +$215K +3,915 +42%
PI
803
Pettee Investors
Connecticut
$770K – – –
SACTSONJ
804
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$765K – – –
PA
805
Parallel Advisors
California
$762K +$32.6K +595 +5%
CSPIA
806
Cary Street Partners Investment Advisory
Virginia
$759K -$9.09M -165,922 -93%
TCM
807
Teza Capital Management
Illinois
$759K -$851K -15,535 -54%
CPA
808
Court Place Advisors
Maryland
$759K – – –
IA
809
IFP Advisors
Florida
$758K +$16.3K +297 +2%
PHK
810
Point72 Hong Kong
Hong Kong
$755K -$2.34M -42,663 -77%
CIC
811
Chilton Investment Company
Connecticut
$755K – – –
PFS
812
Prospera Financial Services
Texas
$754K -$338K -6,160 -32%
LIM
813
Loudon Investment Management
New Hampshire
$754K +$367K +6,700 +108%
GT
814
Greenleaf Trust
Michigan
$748K +$146K +2,659 +26%
SIAP
815
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$746K -$384 -7 -0.1%
AFAS
816
Acorn Financial Advisory Services
Virginia
$735K -$133K -2,420 -16%
MYIA
817
Mount Yale Investment Advisors
Colorado
$730K -$22K -401 -3%
CNC
818
Canandaigua National Corp
New York
$727K -$30.3K -553 -4%
BHBT
819
Burke & Herbert Bank & Trust
Virginia
$719K – – –
SP
820
Symmetry Partners
Connecticut
$715K -$45.2K -824 -6%
PFA
821
Pathway Financial Advisors
Vermont
$715K – – –
FAM
822
Formidable Asset Management
Ohio
$708K +$5.97K +109 +0.9%
OIA
823
OneDigital Investment Advisors
Kansas
$706K +$345K +6,287 +108%
BCWM
824
Bartlett & Co Wealth Management
Ohio
$702K – – –
BC
825
Bartlett & Co
Ohio
$702K – – –
31 32
33
34 35