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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
701
Penserra Capital Management
California
$615K -$25.5K -829 -4%
MGIA
702
Moneta Group Investment Advisors
Missouri
$614K +$57.3K +1,863 +10%
CA
703
Cornerstone Advisory
Maryland
$612K -$386K -12,555 -37%
BBHC
704
Brown Brothers Harriman & Co
New York
$611K -$641K -20,857 -49%
SFG
705
Summit Financial Group
West Virginia
$611K
WQ
706
Wealth Quarterback
New Jersey
$606K +$56.4K +1,833 +9%
SW
707
SVB Wealth
Massachusetts
$605K +$297K +9,673 +84%
CAAS
708
Capital Asset Advisory Services
Michigan
$603K -$34.5K -1,123 -5%
FHA
709
First Horizon Advisors
Tennessee
$602K -$134K -4,368 -17%
HW
710
Hancock Whitney
Mississippi
$600K -$47.7K -1,552 -7%
PCC
711
Park Circle Company
Maryland
$599K +$538K +17,500 +510%
AMIM
712
Aull & Monroe Investment Management
Alabama
$598K -$78.8K -2,563 -11%
PA
713
Procyon Advisors
Connecticut
$594K -$76K -2,471 -11%
Optiver Holding
714
Optiver Holding
Netherlands
$593K +$637K +20,731 New
CCA
715
Cravens & Co Advisors
Tennessee
$592K +$769 +25 +0.1%
DEA
716
DoubleLine ETF Adviser
Florida
$587K +$37.1K +1,207 +6%
OFG
717
OmniStar Financial Group
North Carolina
$585K +$7.04K +229 +1%
BCM
718
Bayesian Capital Management
New York
$584K +$628K +20,428 New
EDRH
719
Edmond de Rothschild Holding
Switzerland
$582K +$78.1K +2,541 +14%
P
720
&Partners
Tennessee
$582K +$91K +2,958 +17%
MWM
721
Meridian Wealth Management
Kentucky
$575K -$13.7K -445 -2%
DWA
722
Douglass Winthrop Advisors
New York
$573K
GBT
723
Grove Bank & Trust
Florida
$573K +$45.8K +1,490 +8%
FOFP
724
Fee-Only Financial Planning
South Carolina
$573K
HAI
725
Hennessy Advisors Inc
California
$572K +$615K +20,000 New