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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
926
Cassia Capital Partners
North Carolina
$493K +$97.3K +2,022 +22%
RIA
927
Realta Investment Advisors
Delaware
$492K +$3.56K +74 +0.7%
SJL
928
Shayne & Jacobs LLC
Tennessee
$487K – – –
KP
929
Keel Point
Alabama
$485K +$7.17K +149 +1%
VA
930
Valmark Advisers
Ohio
$484K +$179K +3,727 +50%
CIC
931
Crawford Investment Counsel
Georgia
$477K -$72.7K -1,512 -12%
TIM
932
Thompson Investment Management
Wisconsin
$476K – – –
WA
933
WealthTrust Axiom
Pennsylvania
$475K +$15.1K +314 +3%
HVIA
934
Hudson Valley Investment Advisors
New York
$474K -$64K -1,331 -11%
GRQ
935
Gardner Russo & Quinn
Pennsylvania
$472K +$3.03K +63 +0.6%
QI
936
Qtron Investments
Massachusetts
$471K – – –
CA
937
CSM Advisors
Pennsylvania
$470K – – –
NRA
938
NSI Retail Advisors
Pennsylvania
$470K – – –
CFAM
939
Center For Asset Management
Florida
$468K +$89.7K +1,864 +21%
BTWM
940
Baker Tilly Wealth Management
Wisconsin
$466K +$2.79K +58 +0.5%
HSA
941
HBK Sorce Advisory
Pennsylvania
$465K +$137K +2,856 +37%
MCM
942
MAI Capital Management
Ohio
$464K -$12.6K -261 -2%
LOPW
943
Live Oak Private Wealth
North Carolina
$460K – – –
IRAG
944
Investment Research & Advisory Group
Georgia
$458K +$529 +11 +0.1%
CAM
945
Covenant Asset Management
New Jersey
$457K -$15.2K -315 -3%
TFA
946
Triad Financial Advisors
North Carolina
$454K +$6.83K +142 +1%
OA
947
Oak Associates
Ohio
$452K -$18K -375 -3%
OR
948
Olympiad Research
Connecticut
$450K -$2.94K -61 -0.6%
FCFC
949
First Commonwealth Financial Corp
Pennsylvania
$449K +$28.7K +596 +6%
CI
950
Conning Inc
Connecticut
$448K -$67.6K -1,405 -12%
36 37
38
39 40