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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CBTWT
901
Community Bank & Trust (Waco, Texas)
Texas
$545K +$133K +3,155 +33%
RA
902
Ransom Advisory
Rhode Island
$544K -$16.6K -394 -3%
PIM
903
Plato Investment Management
Australia
$544K +$261K +6,184 +95%
HTC
904
Haverford Trust Company
Pennsylvania
$540K +$42.1K +998 +9%
EWM
905
Evercore Wealth Management
New York
$539K -$82.1K -1,945 -13%
CCA
906
Checchi Capital Advisers
California
$538K +$51.5K +1,219 +11%
UCI
907
Uncommon Cents Investing
Wisconsin
$536K – – –
DWT
908
Dorsey & Whitney Trust
South Dakota
$534K -$4.48K -106 -0.8%
TYCC
909
Texas Yale Capital Corp
Florida
$524K – – –
WCA
910
Westover Capital Advisors
Delaware
$523K +$220K +5,200 +74%
NB
911
NBT Bank
New York
$520K -$53.4K -1,265 -9%
IB
912
Intrust Bank
Kansas
$519K +$8.23K +195 +2%
WC
913
Waterloo Capital
Texas
$519K -$96.4K -2,283 -16%
KP
914
Keel Point
Alabama
$518K -$10.3K -245 -2%
EWA
915
Exencial Wealth Advisors
Oklahoma
$515K +$3.21K +76 +0.6%
WCM
916
Washington Capital Management
Washington
$513K – – –
PHK
917
Point72 Hong Kong
Hong Kong
$511K +$505K +11,959 New
PCA
918
Prosperity Capital Advisors
Ohio
$511K +$172K +4,070 +52%
PFA
919
Pathway Financial Advisors
Vermont
$507K – – –
LIM
920
Longfellow Investment Management
Massachusetts
$504K +$3K +71 +0.6%
EH
921
Equitable Holdings
New York
$503K -$16.9K -399 -3%
MAM
922
Montchanin Asset Management
Delaware
$500K – – –
SWM
923
Sculati Wealth Management
Michigan
$499K – – –
NDSI
924
Newman Dignan & Sheerar Inc
Rhode Island
$498K +$64.7K +1,532 +15%
HBW
925
Hazlett, Burt & Watson
West Virginia
$494K -$16.3K -386 -3%
35 36
37
38 39