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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
751
Evermay Wealth Management
Virginia
$200K +$181K +4,261 New
AssetMark Inc
752
AssetMark Inc
California
$194K +$14.5K +340 +9%
NSIM
753
North Star Investment Management
Illinois
$186K +$146K +3,429 +653%
SC
754
SRB Corp
Massachusetts
$181K -$8.25K -194 -5%
SIG
755
Stanford Investment Group
California
$175K – – –
BIG
756
Bellwether Investment Group
Tennessee
$173K +$157K +3,687 New
GI
757
Gradient Investments
Minnesota
$166K -$38.3K -900 -20%
WTB
758
Washington Trust Bank
Washington
$163K -$2.13K -50 -1%
FPFS
759
First Personal Financial Services
North Carolina
$162K +$11.8K +277 +9%
BC
760
Barnett & Company
Tennessee
$156K -$100K -2,350 -41%
GLI
761
Guardian Life Insurance
New York
$146K +$1.7K +40 +1%
CCM
762
Cribstone Capital Management
Maine
$145K -$12.8K -300 -9%
IIC
763
Integrated Investment Consultants
Michigan
$141K – – –
QCG
764
Quadrant Capital Group
Ohio
$138K +$3.23K +76 +3%
PRS
765
Pinkerton Retirement Specialists
Idaho
$133K -$7.91K -186 -6%
WTC
766
WhitTier Trust Company
Nevada
$123K +$7.49K +176 +7%
HI
767
Hudock Inc
Pennsylvania
$121K -$1.66K -39 -1%
BWP
768
Baldwin Wealth Partners
Massachusetts
$121K – – –
CTC
769
Central Trust Company
Missouri
$119K +$5.53K +130 +5%
JAM
770
Jolley Asset Management
North Carolina
$116K +$21.3K +500 +25%
NEAM
771
New England Asset Management
Connecticut
$110K – – –
CB
772
Community Bank
New York
$110K +$45.9K +1,080 +86%
MRCM
773
M&R Capital Management
New Jersey
$106K -$7.44K -175 -7%
FHA
774
First Horizon Advisors
Tennessee
$105K – – –
ZB
775
Zions Bancorporation
Utah
$104K – – –