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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
651
Octavia Wealth Advisors
Ohio
$1.31M -$157K -3,168 -10%
LOAMS
652
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.3M +$761K +15,400 +120%
MCM
653
MAI Capital Management
Ohio
$1.29M +$213K +4,303 +18%
PIM
654
Provident Investment Management
Michigan
$1.29M +$180K +3,645 +15%
FT
655
Fiduciary Trust
Massachusetts
$1.29M +$191K +3,857 +16%
SAM
656
Smartleaf Asset Management
Massachusetts
$1.28M +$63.1K +1,276 +5%
SWP
657
Sagespring Wealth Partners
Tennessee
$1.28M +$78.2K +1,583 +6%
GWM
658
Geneos Wealth Management
Colorado
$1.26M +$479K +9,700 +55%
JFG
659
Jefferies Financial Group
New York
$1.25M +$1.01M +20,439 +300%
DAC
660
Dividend Assets Capital
South Carolina
$1.25M – – –
BMA
661
Brooks Moore & Associates
Tennessee
$1.25M -$109K -2,201 -7%
MAMA
662
Myriad Asset Management Advisors
Florida
$1.25M +$1.34M +27,141 New
UBV
663
United Bank (Virginia)
Virginia
$1.24M – – –
AAP
664
Arax Advisory Partners
Colorado
$1.22M +$580K +11,730 +79%
IBOK
665
Independence Bank of Kentucky
Kentucky
$1.22M -$33.4K -675 -2%
RA
666
RFG Advisory
Alabama
$1.22M +$288K +5,838 +28%
N
667
Natixis
France
$1.21M -$14M -282,346 -91%
Parallax Volatility Advisers
668
Parallax Volatility Advisers
California
$1.21M -$10.3M -208,935 -90%
AIA
669
AssuredPartners Investment Advisors
Florida
$1.21M -$249K -5,039 -17%
BW
670
BIP Wealth
Georgia
$1.2M -$120K -2,420 -8%
WQ
671
Wealth Quarterback
New Jersey
$1.19M -$103K -2,079 -7%
OBAM
672
ODDO BHF Asset Management
France
$1.19M +$68.9K +1,394 +6%
BJL
673
Brighton Jones LLC
Washington
$1.19M +$1.28M +25,958 New
RC
674
RBF Capital
California
$1.19M – – –
MAS
675
Meeder Advisory Services
Ohio
$1.18M +$168K +3,409 +15%