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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1151
SevenBridge Financial Group
Pennsylvania
$309K -$188K -3,051 -36%
WPC
1152
White Pine Capital
Minnesota
$309K – – –
TCM
1153
Tandem Capital Management
New Jersey
$309K +$2.22K +36 +0.6%
PWM
1154
PBMares Wealth Management
Virginia
$308K – – –
BP
1155
BBR Partners
New York
$307K -$7.35K -119 -2%
AWAP
1156
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$306K -$18.6K -301 -5%
AFA
1157
Arlington Financial Advisors
California
$306K – – –
ACP
1158
Aviance Capital Partners
Florida
$306K +$9.82K +159 +3%
SCM
1159
Southport Capital Management
Tennessee
$305K -$313K -5,062 -48%
FNBT
1160
FineMark National Bank & Trust
Florida
$305K +$3.27K +53 +1%
ETC
1161
Exchange Traded Concepts
Oklahoma
$305K +$91.7K +1,485 +38%
SWM
1162
Segment Wealth Management
Texas
$304K -$74.5K -1,206 -18%
PIMG
1163
Patriot Investment Management Group
Tennessee
$302K -$7.91K -128 -2%
MKA
1164
M. Kulyk & Associates
Georgia
$302K – – –
SCA
1165
Southern Capital Advisors
Tennessee
$302K +$2.53K +41 +0.8%
SPP
1166
Single Point Partners
Massachusetts
$302K +$329K +5,327 New
FCH
1167
Freestone Capital Holdings
Washington
$301K +$43.5K +704 +15%
NJBEST
1168
New Jersey Better Educational Savings Trust
New Jersey
$300K – – –
FIB
1169
First Interstate Bank
Montana
$296K +$323K +5,223 New
MHC
1170
Meyer Handelman Company
New York
$295K – – –
SHFA
1171
SC&H Financial Advisors
Maryland
$294K – – –
HA
1172
HC Advisors
Georgia
$293K +$124 +2 +0%
KCIA
1173
Kingsbury Capital Investment Advisors
Illinois
$293K +$319K +5,159 New
PIM
1174
Penobscot Investment Management
Massachusetts
$292K -$152K -2,460 -32%
CPO
1175
Cerity Partners OCIO
New York
$292K -$97K -1,570 -23%
45 46
47
48 49