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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
TF
726
TIAA FSB
Florida
$953K -$118K -2,459 -10%
BCP
727
Berkeley Capital Partners
Georgia
$953K -$91.5K -1,901 -8%
AF
728
Allworth Financial
California
$949K -$24.6K -511 -2%
WPA
729
West Paces Advisors
Georgia
$942K +$119K +2,467 +13%
ECM
730
ExodusPoint Capital Management
New York
$942K +$1.04M +21,625 New
SSWM
731
Sheets Smith Wealth Management
North Carolina
$936K +$94.3K +1,960 +10%
FSA
732
Franklin Street Advisors
North Carolina
$932K +$111K +2,301 +12%
AWM
733
Aprio Wealth Management
Georgia
$928K -$43.3K -899 -4%
BIA
734
BHK Investment Advisors
Alabama
$927K +$2.89K +60 +0.3%
CG
735
Caprock Group
Idaho
$926K -$208K -4,320 -17%
FBT
736
First Bankers Trust
Kentucky
$926K +$44.1K +917 +5%
MCCP
737
Mission Creek Capital Partners
California
$924K -$14.4K -300 -1%
MA
738
Mutual Advisors
Nebraska
$924K +$20K +416 +2%
IC
739
Inverness Counsel
New York
$921K +$103K +2,145 +11%
SFP
740
Shepherd Financial Partners
Massachusetts
$914K +$16.4K +340 +2%
SFG
741
Summit Financial Group
West Virginia
$911K – – –
OPS
742
Orion Portfolio Solutions
Nebraska
$910K +$251K +5,226 +33%
VFA
743
Valeo Financial Advisors
Indiana
$903K +$121K +2,505 +14%
NB
744
Nicolet Bankshares
Wisconsin
$901K -$50.2K -1,044 -5%
Vontobel Holding
745
Vontobel Holding
Switzerland
$897K -$85.5K -1,778 -8%
MSA
746
Marino Stram & Associates
Massachusetts
$896K +$95.8K +1,992 +11%
LFA
747
Legacy Financial Advisors
Kentucky
$894K +$15.3K +319 +2%
WIM
748
WealthPlan Investment Management
Nebraska
$889K +$1.02M +21,256 New
IAIM
749
Industrial Alliance Investment Management
Quebec, Canada
$887K -$15.9K -330 -2%
TMAM
750
Tokio Marine Asset Management
Japan
$883K +$135K +2,796 +16%