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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
WTB
651
Washington Trust Bank
Washington
$116K +$20.6K +520 +22%
WA
652
WFG Advisors
Texas
$109K -$485K -12,270 -82%
BL
653
Balentine LLC
Georgia
$103K +$3.09K +78 +3%
JFGIW
654
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$96K -$95.1K -2,403 -50%
MCM
655
Manchester Capital Management
Vermont
$86K – – –
SAMC
656
Shinko Asset Management Company
Japan
$85K -$4.87K -123 -5%
NSIM
657
North Star Investment Management
Illinois
$84K – – –
FPFS
658
First Personal Financial Services
North Carolina
$83K – – –
KA
659
Klingman & Associates
New York
$81K – – –
FANJ
660
Financial Architects (New Jersey)
New Jersey
$76K +$8.15K +206 +9%
CFG
661
CKW Financial Group
Hawaii
$74K – – –
TDC
662
Thompson Davis & Co
Virginia
$73K +$7.91K +200 +12%
FAM
663
Formidable Asset Management
Ohio
$68K – – –
AF
664
Allworth Financial
California
$66K – – –
S
665
SignatureFD
Georgia
$64K – – –
VFA
666
Virtus Fund Advisers
Connecticut
$63K – – –
AIM
667
Advantage Investment Management
Iowa
$61K +$7.91K +200 +15%
IPC
668
Independent Portfolio Consultants
Florida
$60K -$8.86K -224 -13%
NFG
669
Next Financial Group
Texas
$59K -$3.96K -100 -6%
AA
670
Apriem Advisors
California
$56K – – –
IR
671
IAT Reinsurance
New York
$56K – – –
CB
672
Community Bank
New York
$55K – – –
OC
673
Oakworth Capital
Alabama
$55K – – –
ED
674
Exane Derivatives
France
$54.4K +$53.4K +1,350 New
IMS
675
Index Management Solutions
Pennsylvania
$53K +$28.3K +716 +122%