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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
901
BDO Wealth Advisors
Florida
$123K +$31.4K +583 +33%
C
902
Cerebellum
California
$122K -$6.95K -129 -5%
NEAM
903
New England Asset Management
Connecticut
$122K – – –
CB
904
Community Bank
New York
$122K +$269 +5 +0.2%
WTB
905
Washington Trust Bank
Washington
$118K +$25.9K +480 +27%
ARMC
906
American Research & Management Company
Massachusetts
$114K – – –
JFGIW
907
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$114K +$754 +14 +0.6%
WTC
908
WhitTier Trust Company
Nevada
$112K -$16.9K -314 -13%
MCM
909
Manchester Capital Management
Vermont
$112K +$1.13K +21 +1%
SWMG
910
Signature Wealth Management Group
Georgia
$111K – – –
WWM
911
Willingdon Wealth Management
North Carolina
$111K +$10.8K +200 +10%
WB
912
Webster Bank
Connecticut
$106K +$2.42K +45 +2%
CIP
913
Convergence Investment Partners
Florida
$103K +$106K +1,975 New
PCG
914
Private Capital Group
Connecticut
$96K +$57.4K +1,066 +137%
GLI
915
Guardian Life Insurance
New York
$94K -$43K -799 -31%
VCM
916
Versant Capital Management
Arizona
$93K -$108 -2 -0.1%
CPP
917
Crow Point Partners
Massachusetts
$90K +$93.3K +1,732 New
PA
918
Parallel Advisors
California
$86K – – –
AF
919
Allworth Financial
California
$85K – – –
SCM
920
Silvant Capital Management
Georgia
$81K +$84.1K +1,562 New
FPB
921
First PREMIER Bank
South Dakota
$80K – – –
WAP
922
Wealthcare Advisory Partners
Pennsylvania
$77K -$8.83K -164 -10%
PH
923
Pinnacle Holdings
Oklahoma
$75.1K – – –
MRCM
924
M&R Capital Management
New Jersey
$74K – – –
MIM
925
Macroview Investment Management
Maryland
$72K +$74.9K +1,391 New
35 36
37
38 39