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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
726
Farther Finance Advisors
California
$923K +$39.5K +1,010 +5%
CNTOF
727
Canandaigua National Trust of Florida
New York
$919K +$6.46K +165 +0.8%
AG
728
Ascent Group
Virginia
$916K -$27.2K -695 -3%
BG
729
Bahl & Gaynor
Ohio
$914K -$300K -7,661 -26%
CRI
730
Commonwealth Retirement Investments
Virginia
$913K -$2.22M -56,799 -73%
UB
731
UMB Bank
Missouri
$912K -$665K -16,995 -44%
CC
732
Carlson Capital
Texas
$911K +$829K +21,200 New
CAAS
733
Capital Asset Advisory Services
Michigan
$911K +$15.7K +402 +2%
PIM
734
Plato Investment Management
Australia
$907K +$171K +4,383 +26%
CA
735
Carson Advisory
Georgia
$903K +$27.5K +702 +3%
TCM
736
Teza Capital Management
Illinois
$902K -$283K -7,225 -26%
BHBT
737
Burke & Herbert Bank & Trust
Virginia
$902K -$1.02K -26 -0.1%
CIA
738
Compass Ion Advisors
Pennsylvania
$902K +$1.29K +33 +0.2%
SSWM
739
Smith Salley Wealth Management
North Carolina
$901K +$416K +10,620 +103%
Dodge & Cox
740
Dodge & Cox
California
$899K -$23.5K -601 -3%
NB
741
Nicolet Bankshares
Wisconsin
$894K -$102K -2,605 -11%
OC
742
Oakworth Capital
Alabama
$891K -$31.8K -814 -4%
CFO
743
Callan Family Office
Pennsylvania
$888K +$263K +6,733 +48%
RFA
744
Register Financial Advisors
Georgia
$886K +$86.5K +2,211 +12%
CA
745
Cornerstone Advisors
North Carolina
$886K
OPA
746
Old Port Advisors
Maine
$884K +$605K +15,464 +304%
LGA
747
Lebenthal Global Advisors
New York
$877K -$16.6K -423 -2%
CCM
748
Coldstream Capital Management
Washington
$876K -$59.5K -1,521 -7%
SOS
749
Silver Oak Securities
Tennessee
$868K +$187K +4,781 +31%
FFM
750
Forum Financial Management
Illinois
$862K +$45.3K +1,157 +6%