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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
751
OmniStar Financial Group
North Carolina
$954K +$2.61K +53 +0.3%
SAM
752
Sabadell Asset Management
Spain
$938K
SWM
753
Selective Wealth Management
Virginia
$936K
CWP
754
Curated Wealth Partners
California
$930K +$417K +8,456 +76%
SSWM
755
Sheets Smith Wealth Management
North Carolina
$926K -$23.5K -477 -2%
P
756
Pitcairn
Pennsylvania
$920K -$36.9K -748 -4%
BO
757
Bank OZK
Arkansas
$917K +$5.08K +103 +0.5%
BTW
758
Boston Trust Walden
Massachusetts
$916K +$1.63K +33 +0.2%
MWM
759
Meridian Wealth Management
Kentucky
$914K -$197K -3,998 -17%
IMOV
760
Investment Management of Virginia
Virginia
$910K -$25.6K -520 -3%
WPA
761
West Paces Advisors
Georgia
$909K -$61.4K -1,244 -6%
FSA
762
Franklin Street Advisors
North Carolina
$906K -$7.64K -155 -0.8%
IC
763
Inverness Counsel
New York
$902K -$215K -4,365 -19%
PAM
764
Paradigm Asset Management
New York
$889K
CCM
765
Copeland Capital Management
Pennsylvania
$888K -$40.2K -815 -4%
BCM
766
Brookstone Capital Management
Illinois
$887K -$9.17K -186 -1%
CL
767
CSS LLC
Illinois
$883K
MSA
768
Marino Stram & Associates
Massachusetts
$882K +$88.8K +1,801 +11%
NCM
769
Novare Capital Management
North Carolina
$880K +$9.86K +200 +1%
OIA
770
OneDigital Investment Advisors
Kansas
$876K +$28.9K +586 +3%
VFA
771
Valeo Financial Advisors
Indiana
$865K -$415K -8,405 -32%
LCM
772
Leisure Capital Management
California
$858K +$22.8K +463 +3%
DWA
773
Douglass Winthrop Advisors
New York
$858K +$27.8K +564 +3%
Lido Advisors
774
Lido Advisors
California
$855K +$25.4K +516 +3%
BW
775
Bison Wealth
Georgia
$844K -$9.86K -200 -1%