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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
KFGG
726
Keystone Financial Group (Georgia)
Georgia
$984K +$10.3K +229 +1%
Fidelity International
727
Fidelity International
Bermuda
$979K +$653K +14,481 +209%
ONST
728
Old North State Trust
North Carolina
$969K -$281K -6,222 -23%
LFA
729
Legacy Financial Advisors
Kentucky
$958K -$70.6K -1,566 -7%
Dodge & Cox
730
Dodge & Cox
California
$956K
AT
731
American Trust
Kentucky
$956K +$50K +1,108 +6%
CA
732
Carson Advisory
Georgia
$955K -$4.46K -99 -0.5%
PI
733
PFG Investments
New York
$955K +$190K +4,204 +25%
SF
734
Summit Financial
New Jersey
$955K +$942K +20,888 New
WCBA
735
Weaver C. Barksdale & Associates
Tennessee
$951K -$61.5K -1,364 -6%
RA
736
RFG Advisory
Alabama
$947K -$121K -2,679 -11%
AFCM
737
Applied Finance Capital Management
Puerto Rico
$947K -$42.8K -950 -4%
RFA
738
Register Financial Advisors
Georgia
$945K +$2.48K +55 +0.3%
AWM
739
Avior Wealth Management
Nebraska
$944K +$32.6K +722 +4%
CHC
740
City Holding Co
West Virginia
$943K +$237K +5,267 +34%
CA
741
Cornerstone Advisors
North Carolina
$942K
CAAS
742
Capital Asset Advisory Services
Michigan
$938K -$3.7K -82 -0.4%
CFO
743
Callan Family Office
Pennsylvania
$937K -$7.53K -167 -0.8%
MNBTD
744
Moody National Bank Trust Division
Texas
$935K -$115K -2,554 -11%
LA
745
Legacy Advisors
Pennsylvania
$929K +$916K +20,323 New
LGA
746
Lebenthal Global Advisors
New York
$928K -$5K -111 -0.5%
GWM
747
Geneos Wealth Management
Colorado
$927K -$140K -3,100 -13%
SIM
748
Sterling Investment Management
Arizona
$923K +$910K +20,188 New
BO
749
Bank OZK
Arkansas
$921K -$218K -4,844 -19%
CNTOF
750
Canandaigua National Trust of Florida
New York
$921K -$55.9K -1,239 -6%