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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
1176
Cable Hill Partners
Oregon
$206K +$198K +3,658 New
DW
1177
Domani Wealth
Pennsylvania
$203K +$195K +3,603 New
AAMC
1178
Asset Allocation & Management Company
Illinois
$201K +$193K +3,572 New
IWA
1179
Intercontinental Wealth Advisors
Texas
$200K -$10.5K -194 -5%
RIA
1180
Realta Investment Advisors
Delaware
$197K +$3.95K +73 +2%
AF
1181
Arrow Financial
New York
$193K -$3.95K -73 -2%
CLOS
1182
Compagnie Lombard Odier SCmA
Switzerland
$189K – – –
GI
1183
Gradient Investments
Minnesota
$189K +$13.8K +254 +8%
SWM
1184
Selective Wealth Management
Virginia
$179K +$75.8K +1,400 +79%
CIR
1185
Clear Investment Research
Georgia
$169K -$379 -7 -0.2%
ZB
1186
Zions Bancorporation
Utah
$169K +$39.4K +728 +32%
LWA
1187
Lenox Wealth Advisors
New York
$159K +$7.04K +130 +5%
BCA
1188
Berman Capital Advisors
Georgia
$158K +$135K +2,500 +760%
GCM
1189
Gables Capital Management
Florida
$157K +$98.2K +1,813 +187%
BC
1190
Barnett & Company
Tennessee
$156K – – –
HCA
1191
Horan Capital Advisors
Ohio
$155K – – –
RMA
1192
Roffman Miller Associates
Pennsylvania
$153K +$147K +2,720 New
EIP
1193
Ellis Investment Partners
Pennsylvania
$150K +$72.9K +1,347 +103%
AIM
1194
Aigen Investment Management
New York
$147K +$141K +2,607 New
OSAM
1195
O'Shaughnessy Asset Management
Connecticut
$145K +$139K +2,567 New
KPW
1196
Kore Private Wealth
New York
$144K +$138K +2,557 New
SIC
1197
Samalin Investment Counsel
New York
$144K +$139K +2,566 New
FPB
1198
First PREMIER Bank
South Dakota
$143K – – –
PP
1199
Peconic Partners
New York
$140K +$134K +2,483 New
LPIC
1200
LeJeune Puetz Investment Counsel
Michigan
$134K +$129K +2,374 New
46 47
48
49 50