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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EH
801
Equitable Holdings
New York
$754K +$167K +2,840 +26%
CWC
802
Carolinas Wealth Consulting
North Carolina
$749K +$98.6K +1,679 +14%
PTC
803
Philadelphia Trust Company
Pennsylvania
$748K -$181K -3,075 -19%
VFA
804
Voya Financial Advisors
Connecticut
$746K -$3.74M -63,717 -83%
PFS
805
Prospera Financial Services
Texas
$743K +$25.6K +436 +3%
GT
806
Greenleaf Trust
Michigan
$739K +$28.6K +487 +4%
CI
807
Conning Inc
Connecticut
$738K -$148K -2,514 -16%
PI
808
Pettee Investors
Connecticut
$733K – – –
GC
809
Gratus Capital
Georgia
$732K +$90.3K +1,537 +13%
EIA
810
Eastover Investment Advisors
North Carolina
$731K -$9.4K -160 -1%
SACTSONJ
811
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$728K – – –
BAS
812
Brown Advisory Securities
Maryland
$725K +$170K +2,900 +29%
CPA
813
Court Place Advisors
Maryland
$723K – – –
CIC
814
Chilton Investment Company
Connecticut
$719K – – –
AFAS
815
Acorn Financial Advisory Services
Virginia
$719K +$23.4K +399 +3%
LWMM
816
Legacy Wealth Management (Mississippi)
Mississippi
$716K -$23.2K -395 -3%
SIAP
817
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$711K +$1.29K +22 +0.2%
SIM
818
Sentry Investment Management
Wisconsin
$707K +$744K +12,670 +18,632%
EFSCE
819
Enterprise Financial Services Corp (EFSC)
Missouri
$704K -$83.8K -1,426 -10%
EWA
820
EP Wealth Advisors
California
$702K -$146K -2,491 -16%
EWA
821
Exencial Wealth Advisors
Oklahoma
$701K -$284K -4,839 -28%
MYIA
822
Mount Yale Investment Advisors
Colorado
$701K +$7.17K +122 +1%
CNC
823
Canandaigua National Corp
New York
$687K -$4.93K -84 -0.7%
PCM
824
Penserra Capital Management
California
$686K +$105K +1,779 +17%
CCA
825
Cadent Capital Advisors
Oklahoma
$686K +$309K +5,257 +74%
31 32
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