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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PP
751
Prudential plc
United Kingdom
$207K -$298K -6,864 -60%
PPSG
752
Princeton Portfolio Strategies Group
New Jersey
$207K +$198K +4,549 New
WP
753
WMS Partners
Maryland
$206K +$1.56K +36 +0.8%
EWM
754
Evercore Wealth Management
New York
$203K +$7.6K +175 +4%
BP
755
Ballentine Partners
Massachusetts
$200K +$184K +4,233 New
FPFS
756
First Personal Financial Services
North Carolina
$199K +$58.3K +1,343 +44%
SC
757
SRB Corp
Massachusetts
$194K +$17.8K +409 +11%
NSIM
758
North Star Investment Management
Illinois
$192K – – –
BC
759
Barnett & Company
Tennessee
$190K +$37K +851 +26%
DOA
760
D'Orazio & Associates
Virginia
$177K -$26.6K -612 -14%
CTC
761
Central Trust Company
Missouri
$176K +$88.1K +2,029 +109%
EFSCE
762
Enterprise Financial Services Corp (EFSC)
Missouri
$175K -$23.9K -551 -13%
JAM
763
Jolley Asset Management
North Carolina
$171K +$55.4K +1,275 +51%
DCM
764
Dupont Capital Management
Delaware
$170K +$162K +3,741 New
OSAM
765
O'Shaughnessy Asset Management
Connecticut
$158K -$67.2K -1,548 -31%
Carson Wealth (CWM LLC)
766
Carson Wealth (CWM LLC)
Nebraska
$154K -$26.1K -600 -15%
PFO
767
Pathstone Family Office
New Jersey
$152K – – –
AssetMark Inc
768
AssetMark Inc
California
$146K +$19.3K +444 +16%
CCM
769
Cribstone Capital Management
Maine
$145K – – –
BWA
770
Burt Wealth Advisors
Maryland
$144K – – –
OC
771
Oakworth Capital
Alabama
$140K +$45.4K +1,045 +51%
WTB
772
Washington Trust Bank
Washington
$138K -$5.43K -125 -4%
AAP
773
Arax Advisory Partners
Colorado
$138K +$130K +3,000 +7,692%
IIC
774
Integrated Investment Consultants
Michigan
$136K – – –
LCM
775
Liberty Capital Management
Michigan
$136K +$130K +3,000 New