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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
526
Symphony Asset Management
California
$324K +$313K +8,316 New
VFP
527
Verus Financial Partners
Virginia
$319K -$9.27K -246 -3%
WF
528
Welch & Forbes
Massachusetts
$318K – – –
SFM
529
Signature Financial Management
Virginia
$317K +$24.1K +640 +9%
PAMG
530
Patton Albertson Miller Group
Tennessee
$312K -$18K -478 -6%
DWA
531
Douglass Winthrop Advisors
New York
$312K -$9.91K -263 -3%
BA
532
BlackRock Advisors
Delaware
$312K -$3.69K -98 -1%
BHIA
533
Birch Hill Investment Advisors
Massachusetts
$312K – – –
DSN
534
D. Scott Neal
Kentucky
$311K – – –
SI
535
SII Investments
Wisconsin
$311K +$317K +8,400 New
BWA
536
Burt Wealth Advisors
Maryland
$310K – – –
BRWA
537
B. Riley Wealth Advisors
Florida
$306K -$71.3K -1,893 -19%
AW
538
ACG Wealth
Georgia
$304K -$117K -3,117 -29%
AP
539
Advisor Partners
California
$304K -$9.99K -265 -3%
CIA
540
Capital Investment Advisors
Georgia
$299K -$456K -12,093 -61%
CHAM
541
Clear Harbor Asset Management
Connecticut
$297K +$287K +7,610 New
MPWT
542
MassMutual Private Wealth & Trust
Connecticut
$296K -$62.2K -1,650 -18%
CCM
543
Canal Capital Management
Virginia
$292K +$1.66K +44 +0.6%
SJL
544
Shayne & Jacobs LLC
Tennessee
$289K – – –
Jane Street
545
Jane Street
New York
$286K -$22.9K -607 -8%
IAMOG
546
Investors Asset Management of Georgia
Georgia
$286K – – –
BCM
547
Birmingham Capital Management
Alabama
$285K -$18.8K -500 -6%
BFEC
548
Benjamin F. Edwards & Company
Missouri
$279K – – –
Two Sigma Investments
549
Two Sigma Investments
New York
$277K -$1.06M -28,032 -80%
Koshinski Asset Management
550
Koshinski Asset Management
Illinois
$276K +$75 +2 +0%