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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
976
Bristlecone Advisors
Washington
$282K +$83.7K +2,695 +41%
FNFDCM
977
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$282K -$8.26K -266 -3%
ILI
978
Invesco LLC (Illinois)
Illinois
$282K +$288K +9,284 New
SCM
979
Shelton Capital Management
Colorado
$282K -$7.08K -228 -2%
BWA
980
BDO Wealth Advisors
Florida
$281K -$11.4K -367 -4%
AWAP
981
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$280K – – –
HFG
982
Heron Financial Group
New York
$277K +$155 +5 +0.1%
PL
983
Parthenon LLC
Kentucky
$277K – – –
SAM
984
Summit Asset Management
Tennessee
$276K -$10.7K -346 -4%
CL
985
Choreo LLC
Illinois
$276K +$73.7K +2,372 +35%
EWA
986
EverSource Wealth Advisors
Alabama
$276K -$68.9K -2,217 -20%
ESB
987
Essex Savings Bank
Connecticut
$276K -$13.2K -426 -4%
PBO
988
Peoples Bank (Ohio)
Ohio
$276K -$10.5K -338 -4%
HKIM
989
Hayek Kallen Investment Management
Alabama
$275K – – –
CGL
990
Clarius Group LLC
Washington
$273K -$87.1K -2,806 -24%
WP
991
Waycross Partners
Kentucky
$273K +$280K +9,000 New
3IP
992
3Chopt Investment Partners
Virginia
$272K -$118K -3,787 -30%
E
993
Ergoteles
New York
$272K +$279K +8,968 New
SWM
994
Selective Wealth Management
Virginia
$271K +$261K +8,415 New
CWM
995
Curi Wealth Management
North Carolina
$271K -$963 -31 -0.3%
RIA
996
Realta Investment Advisors
Delaware
$270K -$31.7K -1,022 -10%
CCA
997
Checchi Capital Advisers
California
$270K -$97.3K -3,134 -26%
PH
998
Pinnacle Holdings
Oklahoma
$269K – – –
SOS
999
Silver Oak Securities
Tennessee
$269K +$37.7K +1,215 +16%
HI
1000
Horizon Investments
North Carolina
$268K +$55K +1,771 +25%
38 39
40
41 42