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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
776
Mitchell McLeod Pugh & Williams
Alabama
$319K – – –
WF
777
Welch & Forbes
Massachusetts
$315K +$6.52K +121 +2%
IUHSA
778
Itau Unibanco Holding S.A.
Brazil
$314K +$325K +6,030 New
DY
779
Dowling & Yahnke
California
$313K -$53.9K -1,000 -14%
CCA
780
Checchi Capital Advisers
California
$313K +$6.95K +129 +2%
NGA
781
Naples Global Advisors
Florida
$313K +$33.7K +625 +12%
BHBT
782
Burke & Herbert Bank & Trust
Virginia
$312K +$19.4K +360 +6%
SFG
783
Summit Financial Group
West Virginia
$311K +$322K +5,982 New
S
784
SignatureFD
Georgia
$310K -$288K -5,339 -47%
PAG
785
Pinnacle Advisory Group
Maryland
$308K +$318K +5,912 New
PCMK
786
Paragon Capital Management (Kansas)
Kansas
$306K – – –
HF
787
HRT Financial
New York
$304K -$71.3K -1,324 -18%
TYCC
788
Texas Yale Capital Corp
Florida
$304K – – –
IA
789
IFG Advisory
Georgia
$303K +$14.7K +273 +5%
MFG
790
Merit Financial Group
Georgia
$303K +$315K +5,841 New
LI
791
Lafayette Investments
Maryland
$302K – – –
CA
792
Cetera Advisors
Colorado
$301K +$1.51K +28 +0.5%
CHAM
793
Clear Harbor Asset Management
Connecticut
$300K – – –
Qube Research & Technologies (QRT)
794
Qube Research & Technologies (QRT)
United Kingdom
$297K +$308K +5,713 New
HFM
795
Hartford Financial Management
Connecticut
$295K – – –
SFG
796
SevenBridge Financial Group
Pennsylvania
$294K – – –
PCMC
797
Paragon Capital Management (Colorado)
Colorado
$291K -$9.1K -169 -3%
BMCM
798
Bryn Mawr Capital Management
Pennsylvania
$291K – – –
FMLI
799
Fukoku Mutual Life Insurance
Japan
$291K – – –
SLT
800
St Louis Trust
Missouri
$291K – – –