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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1001
Berkshire Asset Management
Pennsylvania
$348K +$446K +10,212 New
SB
1002
Strategic Blueprint
Georgia
$345K -$102K -2,338 -19%
FCFC
1003
First Commonwealth Financial Corp
Pennsylvania
$344K -$35.5K -813 -7%
MCWS
1004
McKinley Carter Wealth Services
West Virginia
$343K -$153K -3,511 -26%
HW
1005
Hancock Whitney
Mississippi
$342K +$28.5K +654 +7%
AAI
1006
American Assets Inc
California
$341K – – –
AS
1007
AM Squared
Hong Kong
$341K +$26.2K +600 +6%
CCM
1008
Chiron Capital Management
Florida
$341K +$166K +3,800 +61%
VM
1009
Venator Management
Pennsylvania
$341K +$437K +10,000 New
GIA
1010
Guyasuta Investment Advisors
Pennsylvania
$339K – – –
RIA
1011
Realta Investment Advisors
Delaware
$338K -$10.9K -250 -2%
HVIA
1012
Hudson Valley Investment Advisors
New York
$337K -$30.1K -690 -7%
GSC
1013
Grey Street Capital
Illinois
$334K +$428K +9,800 New
EWM
1014
Evercore Wealth Management
New York
$334K +$176K +4,031 +70%
CNBT
1015
Canandaigua National Bank & Trust
New York
$333K +$426K +9,761 New
1SB
1016
1ST Source Bank
Indiana
$332K -$19.9K -456 -4%
VWA
1017
V Wealth Advisors
Kansas
$331K -$28.6K -656 -6%
APG
1018
Abacus Planning Group
South Carolina
$331K +$84.1K +1,926 +25%
BHBT
1019
Burke & Herbert Bank & Trust
Virginia
$330K – – –
NAS
1020
Nicolet Advisory Services
Wisconsin
$329K +$175K +4,001 +66%
GC
1021
Gratus Capital
Georgia
$328K -$4.84K -111 -1%
BWA
1022
BDO Wealth Advisors
Florida
$328K -$24.4K -558 -5%
AWAU
1023
Alliance Wealth Advisors (Utah)
Utah
$328K +$35.4K +812 +9%
BHPW
1024
Beverly Hills Private Wealth
California
$327K +$81.8K +1,875 +24%
FNFDCM
1025
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$326K -$65.5K -1,500 -14%
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