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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BUB
626
BBVA USA Bancshares
Texas
$218K -$7.44K -213 -3%
MBT
627
Montecito Bank & Trust
California
$217K +$213K +6,100 New
CCA
628
Checchi Capital Advisers
California
$215K -$13.5K -385 -6%
GLRA
629
Gerald L. Ray & Associates
Texas
$213K +$209K +5,982 New
SAM
630
Sawgrass Asset Management
Florida
$212K -$29K -830 -12%
WRM
631
Westport Resources Management
Connecticut
$212K +$36.1K +1,032 +21%
WF
632
Welch & Forbes
Massachusetts
$211K +$207K +5,920 New
CWM
633
Concert Wealth Management
California
$210K +$205K +5,855 New
DT
634
Diversified Trust
Tennessee
$209K +$205K +5,855 New
PCMK
635
Paragon Capital Management (Kansas)
Kansas
$209K +$206K +5,890 New
EA
636
Euclid Advisors
Connecticut
$208K +$204K +5,830 New
LI
637
Lafayette Investments
Maryland
$207K +$203K +5,811 New
HIMC
638
Heritage Investors Management Corp
Maryland
$205K +$201K +5,759 New
AW
639
ACG Wealth
Georgia
$204K -$34.8K -996 -15%
AW
640
Alpha Windward
Massachusetts
$188K -$437K -12,493 -70%
AC
641
Alexandria Capital
Virginia
$186K +$2.48K +71 +1%
FNBT
642
FineMark National Bank & Trust
Florida
$185K -$57.5K -1,646 -24%
EWM
643
Evercore Wealth Management
New York
$184K -$47.2K -1,350 -21%
PAIA
644
Park Avenue Institutional Advisers
New York
$183K +$7.44K +213 +4%
OFS
645
Orrstown Financial Services
Pennsylvania
$174K +$42.1K +1,204 +33%
RCM
646
Riverhead Capital Management
Delaware
$171K -$1.55M -44,341 -93%
GWS
647
Glassman Wealth Services
Virginia
$169K – – –
HFM
648
Hartford Financial Management
Connecticut
$169K +$20K +573 +14%
SWA
649
Sutton Wealth Advisors
Florida
$168K +$19K +543 +13%
ARMT
650
Amica Retiree Medical Trust
Rhode Island
$165K – – –