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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
851
Ballentine Partners
Massachusetts
$226K +$15.7K +306 +7%
SRAM
852
Stone Ridge Asset Management
New York
$225K – – –
MIA
853
MainStreet Investment Advisors
Illinois
$223K -$1.28K -25 -0.5%
RPA
854
Rock Point Advisors
Vermont
$223K – – –
AAM
855
American Asset Management
Florida
$223K +$25.7K +500 +12%
BWA
856
Burt Wealth Advisors
Maryland
$222K +$20.2K +394 +9%
SAS
857
Stelac Advisory Services
New York
$222K +$235K +4,578 New
WJA
858
Williams Jones & Associates
New York
$220K +$10.3K +200 +5%
PL
859
Perpetual Ltd
Australia
$219K – – –
NL
860
NWAM LLC
Washington
$219K +$231K +4,504 New
WKWM
861
Walter & Keenan Wealth Management
Indiana
$216K +$13.6K +265 +6%
JCM
862
Jacobi Capital Management
Pennsylvania
$215K +$9.24K +180 +4%
CIC
863
Carnegie Investment Counsel
Ohio
$213K -$205K -3,994 -49%
CB
864
Community Bank
New York
$209K +$59K +1,150 +36%
SS
865
Simplicity Solutions
Minnesota
$207K -$192K -3,743 -47%
JT
866
Jump Trading
Illinois
$207K +$219K +4,267 New
ET
867
Equitable Trust
Tennessee
$206K +$12.8K +250 +6%
NSIM
868
North Star Investment Management
Illinois
$205K – – –
CM
869
Capital Management
Virginia
$204K – – –
MI
870
Moneywise Inc
Virginia
$200K – – –
EFSCE
871
Enterprise Financial Services Corp (EFSC)
Missouri
$197K +$7.44K +145 +4%
ARMT
872
Amica Retiree Medical Trust
Rhode Island
$191K – – –
DOA
873
D'Orazio & Associates
Virginia
$190K – – –
OC
874
Oakworth Capital
Alabama
$187K -$1.9K -37 -1%
BC
875
Barnett & Company
Tennessee
$183K +$43.6K +849 +29%
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35
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