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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
RFS
651
Rockefeller Financial Services
New York
$104K – – –
MCM
652
Manchester Capital Management
Vermont
$102K -$14.1K -375 -12%
IPC
653
Independent Portfolio Consultants
Florida
$99K -$695K -18,467 -88%
VFA
654
Virtus Fund Advisers
Connecticut
$93K – – –
SAMC
655
Shinko Asset Management Company
Japan
$92K -$15.1K -400 -14%
WTB
656
Washington Trust Bank
Washington
$92K – – –
AAC
657
Asset Advisors Corp
Georgia
$88K – – –
NSIM
658
North Star Investment Management
Illinois
$81K – – –
TC
659
TradeLink Capital
Illinois
$79K +$76.8K +2,041 New
FPFS
660
First Personal Financial Services
North Carolina
$79K +$77.2K +2,051 New
TIM
661
Tortoise Investment Management
New York
$78K – – –
KA
662
Klingman & Associates
New York
$77K +$75.3K +2,000 New
CFG
663
CKW Financial Group
Hawaii
$66K +$12.9K +342 +25%
FAM
664
Formidable Asset Management
Ohio
$65K – – –
PCM
665
Prelude Capital Management
New York
$65K +$62.5K +1,660 New
S
666
SignatureFD
Georgia
$62K +$1.39K +37 +2%
TDC
667
Thompson Davis & Co
Virginia
$58K -$38.2K -1,015 -41%
OSNBOA
668
Old Second National Bank of Aurora
Illinois
$58K – – –
DADC
669
D.A. Davidson & Co
Montana
$54K -$597K -15,861 -92%
NFG
670
Next Financial Group
Texas
$54K -$160K -4,255 -75%
EFSCE
671
Enterprise Financial Services Corp (EFSC)
Missouri
$54K – – –
OC
672
Oakworth Capital
Alabama
$54K – – –
AA
673
Apriem Advisors
California
$54K +$37.6K +1,000 +250%
IR
674
IAT Reinsurance
New York
$54K +$52.7K +1,400 New
JIC
675
Joel Isaacson & Co
New York
$53K +$47.1K +1,251 +1,169%