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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FOFP
726
Fee-Only Financial Planning
South Carolina
$573K – – –
HAI
727
Hennessy Advisors Inc
California
$572K +$615K +20,000 New
LGA
728
Lebenthal Global Advisors
New York
$570K -$30.2K -981 -5%
MIH
729
Meitav Investment House
Israel
$569K +$209K +6,789 +51%
PA
730
Profund Advisors
Maryland
$561K -$21.6K -703 -3%
SIS
731
Strategic Investment Solutions
Illinois
$555K +$550K +17,900 +11,933%
FWCM
732
Ferguson Wellman Capital Management
Oregon
$551K -$599K -19,471 -50%
MFT
733
Moisand Fitzgerald Tamayo
Florida
$551K -$1.38K -45 -0.2%
CCP
734
Cassia Capital Partners
North Carolina
$550K -$769 -25 -0.1%
PPC
735
Park Place Capital
Alabama
$547K -$2.15K -70 -0.4%
P
736
Pitcairn
Pennsylvania
$545K +$17.7K +577 +3%
FMAEN1
737
Fund Management at Engine No 1
California
$545K +$52.5K +1,708 +10%
TPW
738
Transatlantique Private Wealth
New York
$544K -$68.2K -2,219 -10%
SLI
739
Sumitomo Life Insurance
Japan
$542K -$25.8K -839 -4%
AT
740
American Trust
Kentucky
$541K – – –
RWB
741
RMR Wealth Builders
New Jersey
$539K – – –
Group One Trading
742
Group One Trading
Illinois
$532K +$572K +18,610 New
PVI
743
Pine Valley Investments
New Jersey
$531K -$28K -911 -5%
PI
744
Putnam Investments
Massachusetts
$530K +$171K +5,559 +43%
CCM
745
Canal Capital Management
Virginia
$523K -$49.6K -1,614 -8%
TIM
746
Thompson Investment Management
Wisconsin
$514K +$18.3K +595 +3%
FCM
747
Fourpath Capital Management
Oklahoma
$513K -$800 -26 -0.1%
LFA
748
Legacy Financial Advisors
Kentucky
$511K -$3.66K -119 -0.7%
WI
749
WBI Investments
New Jersey
$511K +$72.6K +2,360 +15%
TIA
750
Trust Investment Advisors
Indiana
$511K -$18.7K -609 -3%