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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
976
Shepherd Financial Partners
Massachusetts
$498K +$72K +1,615 +15%
PCM
977
Penserra Capital Management
California
$497K -$167K -3,754 -24%
PFA
978
Pathway Financial Advisors
Vermont
$496K -$2.9K -65 -0.5%
BS
979
Banco Santander
Spain
$495K +$80.1K +1,798 +18%
WCM
980
Washington Capital Management
Washington
$494K – – –
HIMC
981
Heritage Investors Management Corp
Maryland
$485K – – –
IB
982
Intrust Bank
Kansas
$484K +$10.1K +226 +2%
KA
983
Klingman & Associates
New York
$484K +$11K +248 +2%
SWM
984
Sculati Wealth Management
Michigan
$480K – – –
CCB
985
Cutter & Co Brokerage
Missouri
$480K +$519K +11,653 New
NSG
986
Nalls Sherbakoff Group
Tennessee
$478K +$518K +11,622 New
QPWM
987
Quadrant Private Wealth Management
Pennsylvania
$477K -$13K -291 -2%
TBA
988
Tower Bridge Advisors
Pennsylvania
$477K -$111K -2,500 -18%
NP
989
NorthRock Partners
Minnesota
$475K -$63K -1,414 -11%
EI
990
Ellevest Inc
New York
$474K +$123K +2,764 +32%
FMN
991
Financial Management Network
California
$467K -$221K -4,969 -27%
VDI
992
Vaughan David Investments
Illinois
$467K -$26.7K -600 -5%
GLA
993
Good Life Advisors
Pennsylvania
$464K -$32.9K -739 -6%
JG
994
Jain Global
New York
$462K +$500K +11,226 New
SH
995
SLT Holdings
Arizona
$457K – – –
AGWCA
996
Annis Gardner Whiting Capital Advisors
Florida
$457K -$713 -16 -0.1%
CAM
997
Cidel Asset Management
Ontario, Canada
$457K – – –
BWP
998
BSW Wealth Partners
Colorado
$456K +$1.65K +37 +0.3%
LIM
999
Longfellow Investment Management
Massachusetts
$456K – – –
RF
1000
Roxbury Financial
New Jersey
$455K -$6.37K -143 -1%
38 39
40
41 42