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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
726
Weatherly Asset Management
California
$258K
LOAMS
727
Lombard Odier Asset Management (Switzerland)
Switzerland
$256K
DIA
728
Dana Investment Advisors
Wisconsin
$253K -$10.6K -230 -4%
LRPA
729
L. Roy Papp & Associates
Arizona
$251K +$46 +1 +0%
GI
730
Gradient Investments
Minnesota
$249K +$18.7K +407 +8%
MPWT
731
MassMutual Private Wealth & Trust
Connecticut
$248K -$2.39K -52 -1%
ERIM
732
Eagle Ridge Investment Management
Connecticut
$245K +$240K +5,227 New
RC
733
RegentAtlantic Capital
New Jersey
$241K -$13.8K -300 -6%
HSA
734
HBK Sorce Advisory
Pennsylvania
$241K +$18.5K +403 +9%
BGC
735
Blue Granite Capital
South Carolina
$238K +$233K +5,075 New
GWS
736
Glassman Wealth Services
Virginia
$237K +$13K +283 +6%
AC
737
Alexandria Capital
Virginia
$236K +$6.39K +139 +3%
BJL
738
Brighton Jones LLC
Washington
$230K +$6.67K +145 +3%
AIA
739
Armor Investment Advisors
North Carolina
$230K +$225K +4,904 New
WBG
740
Wharton Business Group
Pennsylvania
$225K +$220K +4,785 New
DTL
741
Dynamic Technology Lab
Singapore
$224K +$220K +4,776 New
SWA
742
Sutton Wealth Advisors
Florida
$221K
YMRC
743
Yorktown Management & Research Company
Virginia
$221K
PL
744
Perpetual Ltd
Australia
$220K
SCA
745
Snowden Capital Advisors
New York
$219K -$1.52M -33,162 -88%
ARMT
746
Amica Retiree Medical Trust
Rhode Island
$218K
RPA
747
Rock Point Advisors
Vermont
$216K
FPFS
748
First Personal Financial Services
North Carolina
$215K +$8.41K +183 +4%
1832 Asset Management
749
1832 Asset Management
Ontario, Canada
$215K +$218K +4,732 New
PPSG
750
Princeton Portfolio Strategies Group
New Jersey
$214K