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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
701
Wealthstreet Investment Advisors
Texas
$591K – – –
BWM
702
BCS Wealth Management
Tennessee
$582K – – –
CCG
703
Cypress Capital Group
Florida
$577K +$35.8K +951 +7%
JFL
704
Jarislowsky, Fraser Ltd
Quebec, Canada
$576K -$5.65K -150 -1%
CT
705
Caldwell Trust
Florida
$573K -$299K -7,944 -35%
CCT
706
Capital City Trust
Florida
$568K +$17K +450 +3%
CM
707
Cornerstone Management
Georgia
$565K – – –
SAM
708
Summit Asset Management
Tennessee
$558K +$55.5K +1,474 +11%
BS
709
Bessemer Securities
New York
$555K -$3.77K -100 -0.7%
LCM
710
Leisure Capital Management
California
$553K +$3.99K +106 +0.7%
AWM
711
Aprio Wealth Management
Georgia
$552K -$269K -7,141 -33%
EFSCE
712
Enterprise Financial Services Corp (EFSC)
Missouri
$551K -$2.64K -70 -0.5%
LWMM
713
Legacy Wealth Management (Mississippi)
Mississippi
$549K -$546K -14,497 -50%
AF
714
AMG Funds
Connecticut
$549K -$18.5K -491 -3%
NB
715
Northwest Bancshares
Pennsylvania
$548K -$3.01K -80 -0.6%
ECG
716
Edge Capital Group
Georgia
$547K -$931K -24,700 -63%
DY
717
Dowling & Yahnke
California
$547K -$16.5K -438 -3%
Lido Advisors
718
Lido Advisors
California
$541K +$167K +4,421 +45%
CTI
719
Community Trust & Investment
Kentucky
$539K -$17.2K -456 -3%
SIGI
720
Susquehanna International Group (Ireland)
Ireland
$539K +$533K +14,158 New
RMC
721
Resources Management Corp
Connecticut
$538K – – –
EHWM
722
Eads & Heald Wealth Management
Georgia
$534K -$82.7K -2,195 -14%
SCI
723
S&CO Inc
Massachusetts
$529K -$24.4K -647 -4%
IMOV
724
Investment Management of Virginia
Virginia
$529K – – –
FQ
725
First Quadrant
California
$525K -$214K -5,683 -29%