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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
GF
576
Gabelli Funds
New York
$302K – – –
BWA
577
Burt Wealth Advisors
Maryland
$300K – – –
ZIM
578
Zacks Investment Management
Illinois
$298K -$36.6K -974 -11%
AA
579
AlphaMark Advisors
Kentucky
$298K +$297K +7,889 New
PAMG
580
Patton Albertson Miller Group
Tennessee
$295K – – –
DI
581
Diligent Investors
California
$292K -$22.6K -600 -7%
JMPWA
582
JP Morgan Private Wealth Advisors
California
$291K -$9.86K -262 -3%
MIM
583
Marco Investment Management
Georgia
$291K +$289K +7,684 New
BHIA
584
Birch Hill Investment Advisors
Massachusetts
$288K -$5.64K -150 -2%
CCM
585
Canal Capital Management
Virginia
$287K +$376 +10 +0.1%
SFA
586
Stewardship Financial Advisors
Georgia
$285K +$284K +7,539 New
William Blair & Company
587
William Blair & Company
Illinois
$283K -$113K -3,000 -29%
DY
588
Dowling & Yahnke
California
$281K +$37.1K +986 +15%
BHBT
589
Burke & Herbert Bank & Trust
Virginia
$280K – – –
SJL
590
Shayne & Jacobs LLC
Tennessee
$280K – – –
Koshinski Asset Management
591
Koshinski Asset Management
Illinois
$278K -$320K -8,499 -54%
BCM
592
Birmingham Capital Management
Alabama
$276K – – –
DSN
593
D. Scott Neal
Kentucky
$264K – – –
HCM
594
Highlander Capital Management
New Jersey
$263K – – –
CCA
595
Checchi Capital Advisers
California
$262K +$14K +371 +6%
BFEC
596
Benjamin F. Edwards & Company
Missouri
$260K – – –
PG
597
Patten Group
Tennessee
$259K – – –
Jones Financial Companies
598
Jones Financial Companies
Missouri
$256K +$255K +6,766 New
GF
599
Gerstein Fisher
New York
$256K +$255K +6,768 New
GIA
600
Guyasuta Investment Advisors
Pennsylvania
$255K – – –