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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
NEAM
676
New England Asset Management
Connecticut
$88K – – –
S
677
SignatureFD
Georgia
$88K +$4.29K +114 +5%
NFG
678
Next Financial Group
Texas
$83K +$27K +717 +48%
MCM
679
Manchester Capital Management
Vermont
$80K – – –
SAMC
680
Shinko Asset Management Company
Japan
$80K – – –
FAM
681
Formidable Asset Management
Ohio
$78K +$6.17K +164 +8%
LWM
682
Lenox Wealth Management
Ohio
$77K +$76.8K +2,041 New
GS
683
GAM Systematic
United Kingdom
$76K -$392K -10,433 -84%
AA
684
Apriem Advisors
California
$76K – – –
KA
685
Klingman & Associates
New York
$76K – – –
BIM
686
Barton Investment Management
Pennsylvania
$76K +$75.2K +2,000 New
EFSCE
687
Enterprise Financial Services Corp (EFSC)
Missouri
$73K +$24.3K +646 +51%
PSI
688
Pinnacle Summer Investments
Virginia
$68K -$786K -20,884 -92%
WIC
689
Water Island Capital
New York
$68K +$67.7K +1,800 New
NSIM
690
North Star Investment Management
Illinois
$66K – – –
SFPIA
691
Stevens First Principles Investment Advisors
California
$66K +$15.6K +415 +31%
AF
692
Allworth Financial
California
$62K – – –
SGAM
693
Smith Group Asset Management
Texas
$60K +$59.8K +1,591 New
VFA
694
Virtus Fund Advisers
Connecticut
$59K – – –
AIM
695
Advantage Investment Management
Iowa
$58K – – –
FPB
696
First PREMIER Bank
South Dakota
$58K +$57.9K +1,540 New
CF
697
CenterStar Fund
Illinois
$57K – – –
FQ
698
First Quadrant
California
$56K -$110K -2,928 -67%
PH
699
Pinnacle Holdings
Oklahoma
$54.6K – – –
CFG
700
CKW Financial Group
Hawaii
$53K – – –