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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
576
Acadian Asset Management
Massachusetts
$878K +$973K +20,271 New
DAC
577
Dividend Assets Capital
South Carolina
$875K -$34.1K -710 -3%
CA
578
Clearstead Advisors
Ohio
$870K +$90.7K +1,890 +10%
MWM
579
Modera Wealth Management
New Jersey
$866K – – –
AP
580
Advisor Partners
California
$863K +$39.2K +816 +4%
Marshall Wace
581
Marshall Wace
United Kingdom
$852K +$945K +19,675 New
NERM
582
New England Research & Management
Illinois
$850K -$644K -13,415 -41%
BFM
583
Boston Financial Management
Massachusetts
$847K -$91.6K -1,908 -9%
NCM
584
Novare Capital Management
North Carolina
$826K – – –
AIM
585
Assured Investment Management
New York
$821K +$910K +18,951 New
AWM
586
Aevitas Wealth Management
Massachusetts
$819K +$27.9K +582 +3%
QI
587
QS Investors
New York
$812K -$3.05M -63,455 -77%
ZCM
588
Zebra Capital Management
Connecticut
$809K +$123K +2,566 +16%
PA
589
Profund Advisors
Maryland
$802K -$302K -6,301 -25%
JMPWA
590
JP Morgan Private Wealth Advisors
California
$798K -$8.55M -178,179 -91%
ZCA
591
Zeke Capital Advisors
Pennsylvania
$790K -$48.2K -1,004 -5%
WWM
592
Willingdon Wealth Management
North Carolina
$785K – – –
EHWM
593
Eads & Heald Wealth Management
Georgia
$785K +$59.3K +1,235 +7%
SS
594
Simplicity Solutions
Minnesota
$785K +$666K +13,869 +325%
PMG
595
ProVise Management Group
Florida
$781K -$1.24M -25,789 -59%
CRC
596
Curi RMB Capital
Illinois
$769K -$163K -3,395 -16%
MCM
597
Mitchell Capital Management
Kansas
$765K -$85.7K -1,786 -9%
TNB
598
Thomasville National Bank
Georgia
$760K +$34K +709 +4%
FI
599
FormulaFolio Investments
Michigan
$755K – – –
NICM
600
Neo Ivy Capital Management
New York
$753K +$834K +17,379 New