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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MC
726
Moors & Cabot
Massachusetts
$467K -$2.3M -48,685 -76%
BWL
727
Bogart Wealth LLC
Virginia
$467K +$99.9K +2,113 +16%
MPWT
728
MassMutual Private Wealth & Trust
Connecticut
$465K +$48.3K +1,022 +7%
GIA
729
Gateway Investment Advisers
Ohio
$463K -$197K -4,164 -22%
FL
730
Fourthstone LLC
Missouri
$463K +$709K +15,000 New
GC
731
Gratus Capital
Georgia
$462K -$336K -7,099 -32%
EI
732
Ethic Inc
New York
$462K +$201K +4,250 +40%
CM
733
Cornerstone Management
Georgia
$458K -$18.5K -392 -3%
PMG
734
ProVise Management Group
Florida
$457K +$13K +275 +2%
BS
735
Bessemer Securities
New York
$453K – – –
IWC
736
Integrated Wealth Concepts
Massachusetts
$453K +$77.6K +1,640 +13%
LS
737
Livforsakringsbolaget Skandia
Sweden
$453K +$232K +4,900 +50%
PI
738
Pettee Investors
Connecticut
$451K – – –
CTI
739
Community Trust & Investment
Kentucky
$451K +$692K +14,631 New
CCT
740
Chemung Canal Trust
New York
$450K – – –
EHWM
741
Eads & Heald Wealth Management
Georgia
$449K -$862K -18,227 -56%
EFSCE
742
Enterprise Financial Services Corp (EFSC)
Missouri
$446K +$110K +2,329 +19%
Carson Wealth (CWM LLC)
743
Carson Wealth (CWM LLC)
Nebraska
$443K – – –
PTC
744
Private Trust Company
Ohio
$442K +$18.8K +397 +3%
CA
745
Cornerstone Advisory
Maryland
$441K +$280K +5,912 +70%
SWA
746
Sutton Wealth Advisors
Florida
$441K -$24.1K -510 -3%
SFP
747
Shepherd Financial Partners
Massachusetts
$438K -$772K -16,327 -53%
NB
748
Northwest Bancshares
Pennsylvania
$436K -$28.4K -600 -4%
RMC
749
Resources Management Corp
Connecticut
$436K – – –
IMOV
750
Investment Management of Virginia
Virginia
$435K -$75.6K -1,599 -10%