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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
601
Stewardship Financial Advisors
Georgia
$251K – – –
BHBT
602
Burke & Herbert Bank & Trust
Virginia
$246K – – –
SJL
603
Shayne & Jacobs LLC
Tennessee
$246K – – –
Koshinski Asset Management
604
Koshinski Asset Management
Illinois
$245K +$66 +2 +0%
W
605
Wealthfront
California
$244K -$42.4K -1,276 -15%
ZIM
606
Zacks Investment Management
Illinois
$244K -$18K -542 -7%
BCM
607
Birmingham Capital Management
Alabama
$243K – – –
VWM
608
Venturi Wealth Management
Texas
$240K +$239K +7,200 New
PAMG
609
Patton Albertson Miller Group
Tennessee
$233K -$26.5K -798 -10%
DSN
610
D. Scott Neal
Kentucky
$232K – – –
HCM
611
Highlander Capital Management
New Jersey
$231K – – –
AA
612
Alesco Advisors
New York
$231K +$231K +6,951 New
PG
613
Patten Group
Tennessee
$228K – – –
BFEC
614
Benjamin F. Edwards & Company
Missouri
$228K – – –
FNBT
615
FineMark National Bank & Trust
Florida
$228K +$4.49K +135 +2%
BB
616
Busey Bank
Illinois
$226K +$226K +6,800 New
SAM
617
Sawgrass Asset Management
Florida
$225K -$322K -9,700 -59%
WSCM
618
Wellington Shields Capital Management
New York
$225K – – –
GIA
619
Guyasuta Investment Advisors
Pennsylvania
$224K – – –
WA
620
WealthTrust Axiom
Pennsylvania
$224K +$133 +4 +0.1%
AW
621
ACG Wealth
Georgia
$223K +$223K +6,716 New
SI
622
SII Investments
Wisconsin
$221K +$3.42K +103 +2%
SHWM
623
Smith & Howard Wealth Management
Georgia
$221K +$33K +992 +18%
ICAS
624
Investors Capital Advisory Services
Massachusetts
$218K -$180K -5,425 -45%
WPC
625
White Pine Capital
Minnesota
$218K – – –