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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MFT
751
Moisand Fitzgerald Tamayo
Florida
$711K
RWB
752
RMR Wealth Builders
New Jersey
$709K +$11.2K +356 +2%
TIA
753
Trust Investment Advisors
Indiana
$704K +$38.6K +1,228 +7%
PA
754
Procyon Advisors
Connecticut
$701K -$55.3K -1,762 -8%
NIM
755
NEOS Investment Management
Connecticut
$698K +$149K +4,752 +34%
AT
756
American Trust
Kentucky
$698K
MIH
757
Meitav Investment House
Israel
$697K -$46.2K -1,473 -7%
SLI
758
Sumitomo Life Insurance
Japan
$694K -$4.27K -136 -0.7%
LGA
759
Lebenthal Global Advisors
New York
$688K -$40.8K -1,300 -7%
BB
760
Busey Bank
Illinois
$688K +$33.7K +1,074 +6%
CL
761
CSS LLC
Illinois
$687K -$327K -10,400 -36%
HPC
762
HM Payson & Co
Maine
$686K -$98K -3,120 -14%
VDI
763
Vaughan David Investments
Illinois
$681K -$21.9M -696,868 -97%
MGIA
764
Moneta Group Investment Advisors
Missouri
$676K -$98.4K -3,135 -15%
TCA
765
Transcend Capital Advisors
New Jersey
$675K -$325K -10,351 -36%
GBT
766
Grove Bank & Trust
Florida
$674K -$55.4K -1,763 -9%
AG
767
AlTi Global
New York
$673K +$573K +18,236 New
SSWM
768
Sheets Smith Wealth Management
North Carolina
$664K -$150K -4,777 -21%
FAIM
769
Financial Advocates Investment Management
Washington
$663K +$24.9K +793 +5%
P
770
Pitcairn
Pennsylvania
$662K -$35.2K -1,121 -6%
MCWA
771
Meadow Creek Wealth Advisors
Georgia
$662K +$563K +17,926 New
FWCM
772
Ferguson Wellman Capital Management
Oregon
$659K -$44.9K -1,430 -7%
BC
773
Bridgefront Capital
Texas
$654K +$556K +17,711 New
Lido Advisors
774
Lido Advisors
California
$650K +$28.8K +918 +6%
NEI
775
Northwest & Ethical Investments
Ontario, Canada
$646K +$299K +9,515 +119%