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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
551
Laird Norton Wetherby Wealth Management
California
$365K +$18.7K +535 +6%
QI
552
QS Investors
New York
$364K – – –
CNBT
553
Canandaigua National Bank & Trust
New York
$353K -$22.1K -632 -6%
NI
554
Numeric Investors
Massachusetts
$345K -$45.4K -1,300 -12%
BHBT
555
Burke & Herbert Bank & Trust
Virginia
$345K +$80K +2,288 +31%
EHWM
556
Eads & Heald Wealth Management
Georgia
$341K -$126K -3,620 -27%
PTC
557
Private Trust Company
Ohio
$340K -$6.71K -192 -2%
SLF
558
Sun Life Financial
Ontario, Canada
$338K -$206K -5,884 -38%
SFM
559
Signature Financial Management
Virginia
$330K +$31.1K +891 +11%
MHC
560
Meyer Handelman Company
New York
$324K – – –
AP
561
Advisor Partners
California
$323K +$29.5K +843 +10%
IAMOG
562
Investors Asset Management of Georgia
Georgia
$321K +$23.2K +665 +8%
LNC
563
Lincoln National Corp
Pennsylvania
$319K +$20K +572 +7%
FMBTD
564
First Midwest Bank Trust Division
Illinois
$319K +$313K +8,968 New
DADC
565
D.A. Davidson & Co
Montana
$318K +$309K +8,845 +7,625%
SSWM
566
Sheets Smith Wealth Management
North Carolina
$316K -$13K -371 -4%
BRWA
567
B. Riley Wealth Advisors
Florida
$314K +$29.1K +832 +10%
HIM
568
Hermes Investment Management
United Kingdom
$306K – – –
FA
569
FCG Advisors
New Jersey
$306K +$300K +8,598 New
Bessemer Group
570
Bessemer Group
New Jersey
$305K -$65.2K -1,866 -18%
Handelsbanken Fonder
571
Handelsbanken Fonder
Sweden
$302K – – –
GF
572
Gerstein Fisher
New York
$300K +$294K +8,415 New
DY
573
Dowling & Yahnke
California
$299K +$22.7K +650 +8%
WS
574
Wedbush Securities
California
$297K -$76.9K -2,200 -21%
SCM
575
Shelton Capital Management
Colorado
$296K +$79.6K +2,279 +38%