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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
876
Panagora Asset Management
Massachusetts
$499K -$681K -15,605 -52%
MWM
877
Modera Wealth Management
New Jersey
$498K -$12.1K -278 -2%
MC
878
Montag & Caldwell
Georgia
$497K – – –
IF
879
Intrua Financial
Texas
$496K +$56.4K +1,291 +8%
HBW
880
Hazlett, Burt & Watson
West Virginia
$493K +$35.3K +809 +6%
FG
881
Fiduciary Group
Georgia
$490K +$73.9K +1,692 +13%
PTC
882
Private Trust Company
Ohio
$489K -$103K -2,357 -14%
AT
883
Avalon Trust
New Mexico
$487K +$624K +14,295 New
WS
884
Wedbush Securities
California
$487K +$18K +413 +3%
CTI
885
Community Trust & Investment
Kentucky
$483K – – –
IDBONY
886
Israel Discount Bank of New York
New York
$483K -$19.3K -441 -3%
QT
887
Quantamental Technologies
New York
$480K +$68.7K +1,574 +13%
MAG
888
Mayfair Advisory Group
Alabama
$479K +$32.7K +750 +5%
PWM
889
Prosperity Wealth Management
California
$478K – – –
LGA
890
Lebenthal Global Advisors
New York
$478K -$85.2K -1,951 -12%
CHC
891
City Holding Co
West Virginia
$477K -$16.9K -388 -3%
WAAG
892
Wealth Alliance Advisory Group
Kansas
$474K +$2.62K +60 +0.4%
CFAM
893
Center For Asset Management
Florida
$474K +$120K +2,755 +25%
WC
894
Westhampton Capital
North Carolina
$473K – – –
SCI
895
S&CO Inc
Massachusetts
$473K – – –
SIA
896
Schechter Investment Advisors
Michigan
$472K -$19.6K -449 -3%
BP
897
Ballentine Partners
Massachusetts
$471K +$66.2K +1,516 +12%
PFGIA
898
Patriot Financial Group Insurance Agency
Massachusetts
$471K +$105K +2,401 +21%
DA
899
Denali Advisors
California
$471K -$39.3K -900 -6%
LOPW
900
Live Oak Private Wealth
North Carolina
$467K +$142K +3,250 +31%
34 35
36
37 38