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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
726
Lido Advisors
California
$261K +$245K +5,319 New
AW
727
Alpha Windward
Massachusetts
$258K -$506 -11 -0.2%
WAM
728
Weatherly Asset Management
California
$258K – – –
LOAMS
729
Lombard Odier Asset Management (Switzerland)
Switzerland
$256K – – –
DIA
730
Dana Investment Advisors
Wisconsin
$253K -$10.6K -230 -4%
LRPA
731
L. Roy Papp & Associates
Arizona
$251K +$46 +1 +0%
GI
732
Gradient Investments
Minnesota
$249K +$18.7K +407 +8%
MPWT
733
MassMutual Private Wealth & Trust
Connecticut
$248K -$2.39K -52 -1%
ERIM
734
Eagle Ridge Investment Management
Connecticut
$245K +$240K +5,227 New
RC
735
RegentAtlantic Capital
New Jersey
$241K -$13.8K -300 -6%
HSA
736
HBK Sorce Advisory
Pennsylvania
$241K +$18.5K +403 +9%
BGC
737
Blue Granite Capital
South Carolina
$238K +$233K +5,075 New
GWS
738
Glassman Wealth Services
Virginia
$237K +$13K +283 +6%
AC
739
Alexandria Capital
Virginia
$236K +$6.39K +139 +3%
BJL
740
Brighton Jones LLC
Washington
$230K +$6.67K +145 +3%
AIA
741
Armor Investment Advisors
North Carolina
$230K +$225K +4,904 New
WBG
742
Wharton Business Group
Pennsylvania
$225K +$220K +4,785 New
DTL
743
Dynamic Technology Lab
Singapore
$224K +$220K +4,776 New
SWA
744
Sutton Wealth Advisors
Florida
$221K – – –
YMRC
745
Yorktown Management & Research Company
Virginia
$221K – – –
PL
746
Perpetual Ltd
Australia
$220K – – –
SCA
747
Snowden Capital Advisors
New York
$219K -$1.52M -33,162 -88%
ARMT
748
Amica Retiree Medical Trust
Rhode Island
$218K – – –
RPA
749
Rock Point Advisors
Vermont
$216K – – –
FPFS
750
First Personal Financial Services
North Carolina
$215K +$8.41K +183 +4%