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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
826
Birmingham Capital Management
Alabama
$356K – – –
CIM
827
CIM Investment Management
Pennsylvania
$354K -$4.22K -112 -1%
QCM
828
Quest Capital Management
Texas
$350K -$94.5K -2,509 -21%
OWA
829
Outlook Wealth Advisors
Texas
$350K +$27.7K +736 +9%
SBSB
830
Sullivan, Bruyette, Speros & Blaney
Virginia
$349K +$339 +9 +0.1%
KC
831
Kingfisher Capital
North Carolina
$348K -$17K -452 -5%
WA
832
WBH Advisory
Maryland
$348K +$10.9K +290 +3%
ARMC
833
American Research & Management Company
Massachusetts
$347K -$7.31K -194 -2%
GT
834
Greenleaf Trust
Michigan
$346K +$25.4K +673 +8%
LSAG
835
Lake Street Advisors Group
New Hampshire
$345K +$2.67K +71 +0.8%
JIC
836
Johnson Investment Counsel
Ohio
$344K -$11.9K -315 -3%
III
837
Independent Investors Inc
New York
$342K – – –
XWM
838
Xcel Wealth Management
Florida
$341K – – –
VFA
839
Valeo Financial Advisors
Indiana
$335K -$101K -2,669 -23%
BWA
840
BDO Wealth Advisors
Florida
$335K -$12.1K -320 -4%
OAM
841
Optimal Asset Management
California
$332K -$192K -5,099 -37%
ABTD
842
Arvest Bank Trust Division
Oklahoma
$331K +$328K +8,702 New
SFA
843
Sequoia Financial Advisors
Ohio
$329K -$96.6K -2,563 -23%
EWM
844
Evermay Wealth Management
Virginia
$328K +$11.4K +303 +4%
MAFM
845
Mid Atlantic Financial Management
Pennsylvania
$326K -$103K -2,723 -29%
SCA
846
Stonebridge Capital Advisors
Minnesota
$326K – – –
EIA
847
Edgemoor Investment Advisors
Maryland
$320K – – –
PA
848
Probity Advisors
Texas
$318K -$42.8K -1,136 -12%
PI
849
Putnam Investments
Massachusetts
$314K -$22.7K -603 -7%
BWM
850
BT Wealth Management
Georgia
$314K +$36.7K +974 +13%
32 33
34
35 36