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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
826
West Oak Capital
California
$654K +$629K +11,617 New
WIS
827
Wright Investors Service
Connecticut
$652K -$7.36K -136 -1%
MCM
828
Maple Capital Management
Vermont
$647K +$622K +11,483 New
FA
829
Faithward Advisors
Pennsylvania
$646K -$153K -2,829 -20%
PA
830
Parallel Advisors
California
$646K +$164K +3,020 +36%
LWMM
831
Legacy Wealth Management (Mississippi)
Mississippi
$645K +$620K +11,447 New
BCWM
832
Bartlett & Co Wealth Management
Ohio
$645K +$49.2K +909 +9%
SCA
833
Snowden Capital Advisors
New York
$643K +$131K +2,416 +27%
TF
834
TLWM Financial
Texas
$642K -$162 -3 -0%
MPIA
835
Mountain Pacific Investment Advisers
Idaho
$641K +$616K +11,385 New
FAM
836
Formidable Asset Management
Ohio
$640K +$98.9K +1,827 +19%
PL
837
Parthenon LLC
Kentucky
$634K -$2.71K -50 -0.4%
CA
838
Cetera Advisors
Colorado
$634K +$218K +4,021 +53%
SJL
839
Shayne & Jacobs LLC
Tennessee
$629K +$205K +3,780 +51%
AW
840
Alpha Windward
Massachusetts
$628K +$257K +4,738 +74%
FA
841
Fiducient Advisors
Illinois
$620K – – –
CCM
842
Compton Capital Management
Rhode Island
$619K +$596K +10,999 New
CCA
843
Checchi Capital Advisers
California
$618K +$289K +5,337 +95%
WA
844
Wealth Alliance
New York
$618K +$594K +10,975 New
SMM
845
Stadion Money Management
Georgia
$614K -$172K -3,169 -23%
RMDI
846
R.M. Davis Inc
Maine
$612K +$51K +942 +9%
AWM
847
Altavista Wealth Management
North Carolina
$611K +$7.2K +133 +1%
IC
848
IEQ Capital
California
$610K +$587K +10,837 New
SCM
849
Shelton Capital Management
Colorado
$607K +$240K +4,435 +70%
PGWM
850
Parisi Gray Wealth Management
New Jersey
$607K +$583K +10,773 New
32 33
34
35 36