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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PHWM
1001
Pine Harbor Wealth Management
Maryland
$509K – – –
JSSH
1002
J. Safra Sarasin Holding
$506K -$314K -6,377 -38%
NS
1003
NBC Securities
Alabama
$506K -$37.4K -761 -7%
MAV
1004
Mason & Associates (Virginia)
Virginia
$505K – – –
VDI
1005
Vaughan David Investments
Illinois
$503K +$25.7K +523 +5%
DWAM
1006
Duncan Williams Asset Management
Tennessee
$503K +$101K +2,053 +26%
NHT
1007
New Hampshire Trust
New Hampshire
$502K +$6.35K +129 +1%
GA
1008
Greenspring Advisors
Maryland
$502K +$1.33K +27 +0.3%
CPIG
1009
Chicago Partners Investment Group
Illinois
$500K +$14K +285 +3%
FFN
1010
Focus Financial Network
Minnesota
$499K +$493K +10,026 New
THCM
1011
Taylor Hoffman Capital Management
Virginia
$499K – – –
PCM
1012
PAR Capital Management
Massachusetts
$498K -$246K -5,000 -33%
AAI
1013
American Assets Inc
California
$498K – – –
DAM
1014
Diamant Asset Management
Connecticut
$497K -$22.7M -462,412 -98%
WIC
1015
Wilkins Investment Counsel
Massachusetts
$497K – – –
OWA
1016
One Wealth Advisors
California
$493K +$124K +2,511 +34%
CFGW
1017
Chancellor Financial Group WB
Pennsylvania
$492K -$787 -16 -0.2%
APG
1018
Abacus Planning Group
South Carolina
$491K +$6.39K +130 +1%
SFGP
1019
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$487K +$1.67K +34 +0.3%
SAA
1020
Southeast Asset Advisors
Georgia
$486K – – –
TPI
1021
Trust Point Inc
Wisconsin
$486K +$17.4K +354 +4%
HR
1022
Hardy Reed
Mississippi
$485K – – –
FNA
1023
First National Advisers
Nebraska
$485K +$479K +9,736 New
FCM
1024
Fourpath Capital Management
Oklahoma
$484K -$470K -9,564 -50%
JIC
1025
Johnson Investment Counsel
Ohio
$484K +$56K +1,138 +13%
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