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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
851
Delta Asset Management
Tennessee
$19K +$5.19K +111 +36%
IP
852
Intellectus Partners
California
$18K – – –
NCM
853
Nelson Capital Management
California
$18K – – –
EWM
854
Endurance Wealth Management
Rhode Island
$18K +$18.7K +400 New
JGIA
855
Jackson Grant Investment Advisers
Connecticut
$18K +$18.7K +400 New
LWCFA
856
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K +$18.7K +400 New
MUS
857
Mitsubishi UFJ Securities
Japan
$17K -$18.7K -400 -51%
GAM
858
Gemmer Asset Management
California
$16K – – –
PK
859
Pflug Koory
Nebraska
$14K – – –
CCMW
860
Cypress Capital Management (Wyoming)
Wyoming
$13.4K – – –
AIM
861
Assured Investment Management
New York
$13K +$13.4K +286 New
FCMT
862
Founders Capital Management (Texas)
Texas
$13K +$14K +300 New
CP
863
Corbenic Partners
Pennsylvania
$12K – – –
OFW
864
Omnia Family Wealth
Florida
$12K – – –
PFBT
865
Parkside Financial Bank & Trust
Missouri
$12K +$514 +11 +4%
WT
866
Whittier Trust
California
$12K +$12.4K +265 New
DIA
867
Davidson Investment Advisors
Montana
$11K +$11.7K +250 New
PB
868
Pinnacle Bancorp
Nebraska
$11K +$11.7K +251 New
SGAM
869
Smith Group Asset Management
Texas
$10K – – –
SA
870
SpiderRock Advisors
Delaware
$10K – – –
PMFA
871
Plante Moran Financial Advisors
Michigan
$9K -$15.6K -333 -61%
AIM
872
Arcadia Investment Management
Michigan
$9K – – –
AWM
873
Avior Wealth Management
Nebraska
$8K +$93 +2 +1%
IPC
874
Independent Portfolio Consultants
Florida
$7K -$13.9K -298 -65%
GBT
875
Grove Bank & Trust
Florida
$7K – – –
33 34
35
36 37