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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
1176
Fox Run Management
Connecticut
$222K +$209K +3,811 New
ODCM
1177
Old Dominion Capital Management
Virginia
$222K +$209K +3,815 New
MFW
1178
Meristem Family Wealth
Minnesota
$221K +$1.1K +20 +0.3%
WSC
1179
Wellington Shields & Co
New York
$219K +$206K +3,755 New
NFG
1180
Next Financial Group
Texas
$216K +$4.6K +84 +2%
MHS
1181
M Holdings Securities
Oregon
$215K +$202K +3,682 New
BG
1182
Bollard Group
Massachusetts
$214K – – –
KCM
1183
Kendall Capital Management
Maryland
$212K +$200K +3,641 New
EWA
1184
ERTS Wealth Advisors
Michigan
$211K +$199K +3,624 New
SFO
1185
Standard Family Office
South Dakota
$210K – – –
CC
1186
Chicago Capital
Illinois
$210K +$197K +3,600 New
CI
1187
Chartist Inc
California
$210K +$197K +3,599 New
GIP
1188
Greatmark Investment Partners
Georgia
$208K +$195K +3,561 New
PCG
1189
Private Capital Group
Connecticut
$206K -$62.1K -1,133 -24%
SIM
1190
SSI Investment Management
California
$206K +$193K +3,515 New
LFA
1191
Landmark Financial Advisors
Kentucky
$206K +$194K +3,537 New
CHA
1192
Cooper/Haims Advisors
New York
$206K +$194K +3,539 New
PAM
1193
Private Asset Management
California
$205K +$192K +3,511 New
AA
1194
Apriem Advisors
California
$205K +$193K +3,519 New
TSS
1195
Two Sigma Securities
New York
$204K +$191K +3,493 New
HA
1196
Harbor Advisors
Florida
$204K +$192K +3,500 New
WTFG
1197
Wells Trecaso Financial Group
Ohio
$204K +$192K +3,500 New
BMWM
1198
Brown Miller Wealth Management
Virginia
$204K +$192K +3,503 New
FMI
1199
F/M Investments
District of Columbia
$203K +$190K +3,474 New
LWM
1200
Lyell Wealth Management
California
$203K +$191K +3,484 New
46 47
48
49 50