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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EHAM
1001
Eagle Harbor Asset Management
Washington
$389K +$64.4K +1,339 +18%
SBH
1002
Segall Bryant & Hamill
Illinois
$388K -$31.9K -664 -7%
SIM
1003
Sentry Investment Management
Wisconsin
$388K – – –
NL
1004
NWAM LLC
Washington
$387K -$15.5K -323 -4%
MPIA
1005
Mountain Pacific Investment Advisers
Idaho
$385K – – –
QCG
1006
Quadrant Capital Group
Ohio
$382K -$3.51K -73 -0.8%
ARMC
1007
American Research & Management Company
Massachusetts
$381K – – –
DI
1008
DFPG Investments
Utah
$381K +$442K +9,181 New
WDC
1009
Woodward Diversified Capital
California
$380K -$9.96K -207 -2%
BAM
1010
Berkshire Asset Management
Pennsylvania
$379K -$2.45K -51 -0.6%
IFWM
1011
Institute for Wealth Management
Colorado
$379K – – –
GC
1012
Gilbert & Cook
Iowa
$377K +$8.71K +181 +2%
CCA
1013
Cobblestone Capital Advisors
New York
$376K +$8.66K +180 +2%
AIA
1014
Arbor Investment Advisors
North Carolina
$374K -$3.09M -64,201 -88%
SBL
1015
Sargent Bickham Lagudis
Colorado
$372K +$5.68K +118 +1%
BCM
1016
Birmingham Capital Management
Alabama
$372K +$16.1K +335 +4%
FMLI
1017
Fukoku Mutual Life Insurance
Japan
$369K +$84.7K +1,760 +26%
QCM
1018
Quantinno Capital Management
New York
$369K +$103K +2,139 +34%
PCM
1019
Prelude Capital Management
New York
$366K -$9.29K -193 -2%
CIM
1020
CIM Investment Management
Pennsylvania
$366K – – –
NC
1021
NewSquare Capital
Pennsylvania
$364K – – –
FPWM
1022
FSB Premier Wealth Management
Iowa
$363K -$8.37K -174 -2%
PCOC
1023
Power Corp of Canada
Canada
$356K +$393K +8,176 New
PWMAG
1024
Pinnacle Wealth Management Advisory Group
New Jersey
$355K +$71K +1,476 +22%
XWM
1025
Xcel Wealth Management
Florida
$354K – – –
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