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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
826
Capital Management
Virginia
$212K – – –
WTFG
827
Wells Trecaso Financial Group
Ohio
$211K +$205K +4,238 New
NSIM
828
North Star Investment Management
Illinois
$210K – – –
WKWM
829
Walter & Keenan Wealth Management
Indiana
$209K +$203K +4,195 New
AF
830
Advisornet Financial
Minnesota
$209K +$203K +4,200 New
BWA
831
Burt Wealth Advisors
Maryland
$208K -$181K -3,754 -47%
BC
832
Barnett & Company
Tennessee
$208K – – –
IWM
833
IHT Wealth Management
Illinois
$204K +$9.46K +196 +5%
AAM
834
American Asset Management
Florida
$204K +$198K +4,102 New
BWAM
835
Boyd Watterson Asset Management
Ohio
$203K -$104K -2,150 -35%
CFG
836
Citizens Financial Group
Rhode Island
$202K -$76.7K -1,588 -28%
SC
837
SRB Corp
Massachusetts
$202K +$10.5K +217 +6%
I
838
IberiaBank
Louisiana
$202K +$194K +4,016 New
SAM
839
Sawgrass Asset Management
Florida
$200K +$194K +4,025 New
WG
840
Welch Group
Alabama
$199K – – –
APA
841
American Portfolios Advisors
New York
$196K +$190K +3,933 New
DOA
842
D'Orazio & Associates
Virginia
$194K -$29.5K -612 -14%
EWM
843
Evercore Wealth Management
New York
$193K -$29K -600 -13%
PGA
844
Premia Global Advisors
Florida
$191K +$186K +3,845 New
JAM
845
Jolley Asset Management
North Carolina
$188K – – –
OC
846
Oakworth Capital
Alabama
$188K +$34.3K +710 +23%
STA
847
Summit Trail Advisors
New York
$175K +$155K +3,209 New
CHP
848
Cable Hill Partners
Oregon
$171K -$14.2K -295 -8%
OSAM
849
O'Shaughnessy Asset Management
Connecticut
$165K -$8.59K -178 -5%
VFA
850
Valeo Financial Advisors
Indiana
$165K +$77.9K +1,613 +95%
32 33
34
35 36