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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
826
Marks Group Wealth Management
Minnesota
$522K -$1.9K -42 -0.4%
AWMT
827
AAFMAA Wealth Management & Trust
North Carolina
$519K +$490K +10,832 New
SMM
828
Stadion Money Management
Georgia
$517K – – –
JAM
829
Jupiter Asset Management
United Kingdom
$517K +$488K +10,774 New
AWM
830
Altavista Wealth Management
North Carolina
$514K -$6.02K -133 -1%
CCA
831
Checchi Capital Advisers
California
$508K -$1.36K -30 -0.3%
CIC
832
Crawford Investment Counsel
Georgia
$507K +$10.1K +222 +2%
NSB
833
Norway Savings Bank
Maine
$506K +$23.5K +519 +5%
BAS
834
Brown Advisory Securities
Maryland
$505K -$104K -2,294 -18%
FA
835
Faithward Advisors
Pennsylvania
$504K – – –
GRQ
836
Gardner Russo & Quinn
Pennsylvania
$504K +$2.31K +51 +0.5%
ESB
837
Essex Savings Bank
Connecticut
$502K -$8.69K -192 -2%
CAM
838
Covenant Asset Management
New Jersey
$502K +$149K +3,289 +46%
CC
839
Centiva Capital
New York
$501K -$280K -6,187 -37%
BP
840
Ballentine Partners
Massachusetts
$496K -$66.5K -1,469 -12%
TW
841
Transform Wealth
Colorado
$494K -$1.12M -24,789 -71%
GIA
842
Gateway Investment Advisers
Ohio
$493K -$46.7K -1,031 -9%
NB
843
Nicolet Bankshares
Wisconsin
$492K – – –
MPIA
844
Mountain Pacific Investment Advisers
Idaho
$492K +$4.98K +110 +1%
LIP
845
Liontrust Investment Partners
United Kingdom
$491K +$464K +10,249 New
WA
846
WealthTrust Axiom
Pennsylvania
$491K +$45 +1 +0%
RIA
847
Realta Investment Advisors
Delaware
$490K -$5.43K -120 -1%
RCM
848
Radnor Capital Management
Pennsylvania
$490K +$8.78K +194 +2%
GT
849
Greenleaf Trust
Michigan
$487K +$48.1K +1,063 +12%
CIC
850
Carnegie Investment Counsel
Ohio
$485K – – –
32 33
34
35 36