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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1026
Gotham Asset Management
New York
$368K -$602K -10,990 -64%
SS
1027
Simplicity Solutions
Minnesota
$367K -$2.07M -37,686 -86%
KA
1028
Klingman & Associates
New York
$367K +$97.4K +1,777 +39%
SWMG
1029
Strategic Wealth Management Group
Maryland
$366K – – –
P
1030
&Partners
Tennessee
$366K +$28.2K +515 +9%
HCM
1031
Hollencrest Capital Management
California
$364K +$39.1K +714 +13%
CIM
1032
Contravisory Investment Management
Massachusetts
$363K -$4.38K -80 -1%
AFS
1033
Annapolis Financial Services
Maryland
$362K – – –
BC
1034
Bridgefront Capital
Texas
$362K +$13.3K +242 +4%
BWAM
1035
Boyd Watterson Asset Management
Ohio
$362K +$340K +6,203 New
FC
1036
Ferris Capital
Massachusetts
$360K – – –
1SB
1037
1ST Source Bank
Indiana
$357K -$49.5K -904 -13%
HWA
1038
HHM Wealth Advisors
Tennessee
$356K +$8.99K +164 +3%
QIM
1039
Quantitative Investment Management
Virginia
$355K -$177K -3,223 -35%
DWT
1040
Dorsey & Whitney Trust
South Dakota
$351K +$15.6K +285 +5%
PCMK
1041
Paragon Capital Management (Kansas)
Kansas
$351K +$15.7K +286 +5%
TAM
1042
Townsend Asset Management
North Carolina
$350K -$28.1K -512 -8%
FBB
1043
Fulton Breakefield Broenniman
Maryland
$349K +$328K +5,980 New
RF
1044
Rollins Financial
Georgia
$348K – – –
FCB
1045
First Command Bank
Texas
$346K +$12.1K +221 +4%
FCFS
1046
First Command Financial Services
Texas
$346K +$12.1K +221 +4%
BAIA
1047
Bel Air Investment Advisors
California
$346K +$325K +5,931 New
IA
1048
Insight Advisors
Pennsylvania
$345K +$5.26K +96 +2%
RTC
1049
Riverview Trust Company
Washington
$344K -$20.3K -370 -6%
AF
1050
Advisornet Financial
Minnesota
$344K +$94.3K +1,721 +41%
40 41
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43 44