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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
851
Sargent Bickham Lagudis
Colorado
$24K +$4.86K +104 +24%
AWM
852
AllSquare Wealth Management
New York
$23K – – –
YWP
853
YorkBridge Wealth Partners
New York
$22K – – –
SIAP
854
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$21K – – –
MFBTD
855
MB Financial Bank - Trust Department
Illinois
$21K +$22.1K +472 New
DAM
856
Delta Asset Management
Tennessee
$19K +$5.19K +111 +36%
IP
857
Intellectus Partners
California
$18K – – –
NCM
858
Nelson Capital Management
California
$18K – – –
EWM
859
Endurance Wealth Management
Rhode Island
$18K +$18.7K +400 New
JGIA
860
Jackson Grant Investment Advisers
Connecticut
$18K +$18.7K +400 New
LWCFA
861
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K +$18.7K +400 New
MUS
862
Mitsubishi UFJ Securities
Japan
$17K -$18.7K -400 -51%
GAM
863
Gemmer Asset Management
California
$16K – – –
PK
864
Pflug Koory
Nebraska
$14K – – –
CCMW
865
Cypress Capital Management (Wyoming)
Wyoming
$13.4K – – –
AIM
866
Assured Investment Management
New York
$13K +$13.4K +286 New
FCMT
867
Founders Capital Management (Texas)
Texas
$13K +$14K +300 New
CP
868
Corbenic Partners
Pennsylvania
$12K – – –
OFW
869
Omnia Family Wealth
Florida
$12K – – –
PFBT
870
Parkside Financial Bank & Trust
Missouri
$12K +$514 +11 +4%
WT
871
Whittier Trust
California
$12K +$12.4K +265 New
DIA
872
Davidson Investment Advisors
Montana
$11K +$11.7K +250 New
PB
873
Pinnacle Bancorp
Nebraska
$11K +$11.7K +251 New
SGAM
874
Smith Group Asset Management
Texas
$10K – – –
SA
875
SpiderRock Advisors
Delaware
$10K – – –
33 34
35
36 37