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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
526
Bar Harbor Wealth Management
New Hampshire
$362K -$1.69K -45 -0.5%
MPWT
527
MassMutual Private Wealth & Trust
Connecticut
$360K -$33.1K -880 -9%
TNB
528
Thomasville National Bank
Georgia
$359K -$204K -5,430 -37%
MHC
529
Meyer Handelman Company
New York
$354K
EWM
530
Evermay Wealth Management
Virginia
$353K -$69.8K -1,855 -17%
Northwestern Mutual Wealth Management
531
Northwestern Mutual Wealth Management
Wisconsin
$350K +$65.2K +1,733 +24%
FNB
532
Farmers National Bank
Kentucky
$349K +$338K +8,971 New
DI
533
Diligent Investors
California
$342K +$343K +9,112 New
BPC
534
Banque Pictet & Cie
Switzerland
$341K
HIM
535
Hermes Investment Management
United Kingdom
$334K
PAMG
536
Patton Albertson Miller Group
Tennessee
$329K +$7.38K +196 +2%
VFP
537
Verus Financial Partners
Virginia
$328K -$28.9K -768 -8%
LNWWM
538
Laird Norton Wetherby Wealth Management
California
$322K +$35.1K +932 +13%
DWA
539
Douglass Winthrop Advisors
New York
$321K +$9.9K +263 +3%
BWA
540
Burt Wealth Advisors
Maryland
$319K +$299K +7,944 New
WF
541
Welch & Forbes
Massachusetts
$318K
WCM
542
Wisconsin Capital Management
Wisconsin
$317K -$3.76K -100 -1%
BA
543
BlackRock Advisors
Delaware
$315K -$75.4M -2,004,223 -100%
TCB
544
Texas Capital Bancshares
Texas
$314K -$20.9K -555 -6%
ASN
545
Advisory Services Network
Georgia
$312K -$7.57K -201 -2%
AP
546
Advisor Partners
California
$312K +$29.2K +775 +11%
BHIA
547
Birch Hill Investment Advisors
Massachusetts
$311K -$22.6K -600 -7%
DSN
548
D. Scott Neal
Kentucky
$310K
Jane Street
549
Jane Street
New York
$309K +$299K +7,948 New
BCM
550
Birmingham Capital Management
Alabama
$304K