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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
676
First Personal Financial Services
North Carolina
$74K – – –
Acadian Asset Management
677
Acadian Asset Management
Massachusetts
$72K +$77.8K +2,016 New
KA
678
Klingman & Associates
New York
$71K – – –
FAM
679
Formidable Asset Management
Ohio
$71K +$12.8K +332 +20%
AA
680
Apriem Advisors
California
$71K +$23.2K +600 +43%
NSIM
681
North Star Investment Management
Illinois
$62K -$13.5K -350 -17%
Group One Trading
682
Group One Trading
Illinois
$62K +$67.5K +1,750 New
AF
683
Allworth Financial
California
$58K – – –
VFA
684
Virtus Fund Advisers
Connecticut
$56K – – –
AIM
685
Advantage Investment Management
Iowa
$54K – – –
NFG
686
Next Financial Group
Texas
$52K – – –
PH
687
Pinnacle Holdings
Oklahoma
$51.4K +$21K +543 +60%
IMS
688
Index Management Solutions
Pennsylvania
$51K +$4.82K +125 +10%
CFG
689
CKW Financial Group
Hawaii
$50K -$17.1K -444 -24%
IR
690
IAT Reinsurance
New York
$50K – – –
CB
691
Community Bank
New York
$49K – – –
OC
692
Oakworth Capital
Alabama
$49K – – –
QT
693
Quantbot Technologies
New York
$47K -$209K -5,422 -80%
SFPIA
694
Stevens First Principles Investment Advisors
California
$47K +$17.2K +445 +50%
EFSCE
695
Enterprise Financial Services Corp (EFSC)
Missouri
$45K – – –
IPC
696
Independent Portfolio Consultants
Florida
$44K -$9.65K -250 -17%
IWMPD
697
Integrated Wealth Management (Palm Desert)
California
$43K +$2.39K +62 +5%
JIC
698
Joel Isaacson & Co
New York
$42K – – –
KTC
699
Kistler-Tiffany Companies
Pennsylvania
$41K +$44.9K +1,163 New
FFC
700
First Financial Corp
Indiana
$40K – – –