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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
751
Park Avenue Securities
New York
$470K +$101K +2,684 +28%
HFG
752
Heron Financial Group
New York
$469K -$31K -822 -7%
GC
753
Gratus Capital
Georgia
$466K -$41.7K -1,106 -8%
AAM
754
Augustine Asset Management
Florida
$465K -$35.7K -948 -7%
PFA
755
Pathway Financial Advisors
Vermont
$460K -$16K -424 -3%
WCAMG
756
Woodard & Company Asset Management Group
North Carolina
$459K -$35.6K -945 -7%
FAM
757
Formidable Asset Management
Ohio
$457K -$565 -15 -0.1%
OPS
758
Orion Portfolio Solutions
Nebraska
$455K +$146K +3,882 +48%
WS
759
Wedbush Securities
California
$452K +$115K +3,065 +35%
CPSAC
760
Chas P. Smith & Associates (CPS)
Florida
$450K +$226 +6 +0.1%
BP
761
Ballentine Partners
Massachusetts
$449K -$15.8K -420 -3%
PA
762
Parallel Advisors
California
$449K +$102K +2,700 +30%
CFMC
763
Curbstone Financial Management Corp
New Hampshire
$446K -$56K -1,486 -11%
LOPW
764
Live Oak Private Wealth
North Carolina
$444K -$41.9K -1,111 -9%
SWM
765
Sculati Wealth Management
Michigan
$444K
RIG
766
Ramiah Investment Group
Wisconsin
$443K +$9.98K +265 +2%
WC
767
Westhampton Capital
North Carolina
$443K -$18.5K -492 -4%
Carson Wealth (CWM LLC)
768
Carson Wealth (CWM LLC)
Nebraska
$443K
AII
769
AGF Investments Inc
Ontario, Canada
$442K +$264K +6,995 +151%
QI
770
Qtron Investments
Massachusetts
$434K
EF
771
Empirical Finance
Pennsylvania
$431K +$88.5K +2,349 +26%
GIA
772
Gateway Investment Advisers
Ohio
$430K -$15.3K -405 -3%
SJL
773
Shayne & Jacobs LLC
Tennessee
$425K
PL
774
Parthenon LLC
Kentucky
$423K
MWM
775
Marietta Wealth Management
Georgia
$422K