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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HFBOT
901
Home Federal Bank of Tennessee
Tennessee
$261K – – –
AA
902
ALPS Advisors
Colorado
$261K +$258K +6,851 New
BCP
903
Berkeley Capital Partners
Georgia
$260K -$4.9K -130 -2%
ACM
904
AUA Capital Management
Pennsylvania
$260K +$80.1K +2,127 +45%
TAM
905
Trust Asset Management
Texas
$260K +$257K +6,829 New
HSA
906
HBK Sorce Advisory
Pennsylvania
$258K -$30.4K -808 -11%
MFP
907
Meridian Financial Partners
Virginia
$255K -$9.42K -250 -4%
NP
908
NorthRock Partners
Minnesota
$255K +$253K +6,712 New
SFG
909
SevenBridge Financial Group
Pennsylvania
$253K -$48.9K -1,298 -16%
GIA
910
Guyasuta Investment Advisors
Pennsylvania
$251K – – –
LRPA
911
L. Roy Papp & Associates
Arizona
$251K – – –
QCG
912
Quadrant Capital Group
Ohio
$250K -$41.4K -1,099 -14%
FLI
913
Family Legacy Inc
South Carolina
$250K – – –
WPC
914
White Pine Capital
Minnesota
$249K – – –
FMWA
915
Forvis Mazars Wealth Advisors
Missouri
$248K +$15.7K +417 +7%
TAM
916
Townsend Asset Management
North Carolina
$247K -$4.82K -128 -2%
FMLI
917
Fukoku Mutual Life Insurance
Japan
$247K – – –
MBT
918
Montecito Bank & Trust
California
$247K +$244K +6,480 New
SWMG
919
Strategic Wealth Management Group
Maryland
$246K +$8.7K +231 +4%
VVP
920
Venture Visionary Partners
Ohio
$244K -$59.1K -1,569 -20%
VIA
921
Vident Investment Advisory
Georgia
$244K +$242K +6,414 New
AWM
922
Avior Wealth Management
Nebraska
$243K -$40.7K -1,080 -14%
OFG
923
Oxford Financial Group
Indiana
$241K +$239K +6,341 New
RTC
924
Riverview Trust Company
Washington
$239K – – –
RIL
925
Rothschild Investment LLC
Illinois
$239K +$236K +6,273 New
35 36
37
38 39