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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
776
Burke & Herbert Bank & Trust
Virginia
$281K -$42.5K -880 -14%
SFG
777
SevenBridge Financial Group
Pennsylvania
$281K
WPA
778
Winning Points Advisors
Florida
$281K
GEA
779
Glen Eagle Advisors
New Jersey
$280K -$238K -4,924 -47%
FMLI
780
Fukoku Mutual Life Insurance
Japan
$278K
SLT
781
St Louis Trust
Missouri
$278K +$270K +5,600 New
IA
782
IFG Advisory
Georgia
$276K +$268K +5,557 New
WAM
783
Weatherly Asset Management
California
$274K
AW
784
Alpha Windward
Massachusetts
$274K +$579 +12 +0.2%
HSA
785
HBK Sorce Advisory
Pennsylvania
$274K +$17.8K +369 +7%
SWM
786
SeaCrest Wealth Management
New York
$274K +$266K +5,518 New
CSM
787
CAMG Solamere Management
North Carolina
$271K -$8.26K -171 -3%
LOAMS
788
Lombard Odier Asset Management (Switzerland)
Switzerland
$271K
DIA
789
Dana Investment Advisors
Wisconsin
$268K
NGA
790
Naples Global Advisors
Florida
$268K +$260K +5,394 New
MIA
791
MainStreet Investment Advisors
Illinois
$266K +$258K +5,345 New
CA
792
Continuum Advisory
Idaho
$266K +$259K +5,359 New
MPWT
793
MassMutual Private Wealth & Trust
Connecticut
$266K +$3.28K +68 +1%
Lido Advisors
794
Lido Advisors
California
$265K +$724 +15 +0.3%
BMCM
795
Bryn Mawr Capital Management
Pennsylvania
$263K
AIC
796
Aurora Investment Counsel
Georgia
$263K +$255K +5,280 New
LRPA
797
L. Roy Papp & Associates
Arizona
$262K -$3.96K -82 -2%
IFWM
798
Institute for Wealth Management
Colorado
$261K +$253K +5,246 New
ERIM
799
Eagle Ridge Investment Management
Connecticut
$260K
CG
800
Cutler Group
California
$258K -$232K -4,800 -48%