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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
751
Burke & Herbert Bank & Trust
Virginia
$478K
BAS
752
Brown Advisory Securities
Maryland
$475K -$190K -5,275 -28%
PTC
753
Private Trust Company
Ohio
$475K -$47.1K -1,308 -9%
DSA
754
Davis Selected Advisers
Arizona
$470K +$451K +12,513 New
BBNA
755
Bremer Bank National Association
Minnesota
$468K +$449K +12,460 New
DDC
756
DF Dent & Co
Maryland
$465K -$15.3K -424 -3%
ARTA
757
A.R.T. Advisors
New York
$465K +$446K +12,375 New
FAAS
758
First Allied Advisory Services
California
$461K -$48.7K -1,352 -10%
CIC
759
Crawford Investment Counsel
Georgia
$461K -$15.8K -440 -3%
PFA
760
Pathway Financial Advisors
Vermont
$461K
BP
761
Ballentine Partners
Massachusetts
$460K -$38.1K -1,059 -8%
Verition Fund Management
762
Verition Fund Management
Connecticut
$460K +$441K +12,238 New
WFG
763
Wills Financial Group
Virginia
$459K -$13K -360 -3%
PMG
764
ProVise Management Group
Florida
$456K -$96.9K -2,691 -18%
WC
765
Westhampton Capital
North Carolina
$456K -$2.7K -75 -0.6%
VC
766
Veracity Capital
Georgia
$448K -$158K -4,399 -27%
FAM
767
Formidable Asset Management
Ohio
$447K +$20.9K +581 +5%
CPSAC
768
Chas P. Smith & Associates (CPS)
Florida
$444K -$9.11K -253 -2%
PIM
769
Penobscot Investment Management
Massachusetts
$443K -$840K -23,320 -66%
Carson Wealth (CWM LLC)
770
Carson Wealth (CWM LLC)
Nebraska
$443K
MPIA
771
Mountain Pacific Investment Advisers
Idaho
$443K
BCI
772
Brinker Capital Investments
Pennsylvania
$443K +$425K +11,788 New
GIA
773
Gateway Investment Advisers
Ohio
$440K -$119K -3,308 -22%
QCM
774
Quest Capital Management
Texas
$439K +$2.41K +67 +0.6%
SWM
775
Sculati Wealth Management
Michigan
$438K