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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
776
Pathstone Family Office
New Jersey
$150K +$157K +3,350 New
BC
777
Barnett & Company
Tennessee
$149K
BWA
778
Burt Wealth Advisors
Maryland
$142K -$222K -4,756 -60%
WTB
779
Washington Trust Bank
Washington
$142K -$13.7K -294 -8%
CCM
780
Cribstone Capital Management
Maine
$141K
GLI
781
Guardian Life Insurance
New York
$140K +$981 +21 +0.7%
FPFS
782
First Personal Financial Services
North Carolina
$136K -$18.7K -400 -12%
QCG
783
Quadrant Capital Group
Ohio
$135K +$3.69K +79 +3%
IIC
784
Integrated Investment Consultants
Michigan
$134K
AssetMark Inc
785
AssetMark Inc
California
$124K -$63K -1,348 -33%
WTC
786
WhitTier Trust Company
Nevada
$117K
FHA
787
First Horizon Advisors
Tennessee
$116K -$7.62K -163 -6%
BIG
788
Bellwether Investment Group
Tennessee
$115K -$52.3K -1,119 -30%
JAM
789
Jolley Asset Management
North Carolina
$112K +$1.17K +25 +1%
NEAM
790
New England Asset Management
Connecticut
$105K
BWP
791
Baldwin Wealth Partners
Massachusetts
$104K -$11.1K -237 -9%
CB
792
Community Bank
New York
$104K
MRCM
793
M&R Capital Management
New Jersey
$102K +$1.5K +32 +1%
RIM
794
Rampart Investment Management
Connecticut
$101K +$106K +2,261 New
ACM
795
AUA Capital Management
Pennsylvania
$98K -$220K -4,710 -68%
MCM
796
Manchester Capital Management
Vermont
$95K
AA
797
Apriem Advisors
California
$94K
FPF
798
FNY Partners Fund
New York
$93K +$98.1K +2,100 New
VCM
799
Versant Capital Management
Arizona
$92K -$1.45K -31 -1%
LWM
800
Lenox Wealth Management
Ohio
$91K