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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
776
Lido Advisors
California
$650K +$28.8K +918 +6%
NEI
777
Northwest & Ethical Investments
Ontario, Canada
$646K +$299K +9,515 +119%
CCP
778
Cunning Capital Partners
North Carolina
$646K – – –
LA
779
LVW Advisors
New York
$638K +$542K +17,268 New
RFA
780
Register Financial Advisors
Georgia
$637K +$162K +5,147 +43%
CCM
781
Canal Capital Management
Virginia
$632K -$35.7K -1,136 -6%
BPWM
782
Badgley Phelps Wealth Managers
Washington
$630K +$536K +17,075 New
FCM
783
Fourpath Capital Management
Oklahoma
$629K -$27.4K -872 -5%
PTC
784
Private Trust Company
Ohio
$628K +$72.8K +2,318 +16%
GF
785
Gabelli Funds
New York
$628K – – –
Impax Asset Management Group
786
Impax Asset Management Group
United Kingdom
$628K +$534K +17,000 New
FSA
787
Franklin Street Advisors
North Carolina
$627K +$31.4K +1,000 +6%
PI
788
Putnam Investments
Massachusetts
$626K -$49.4K -1,574 -8%
IF
789
IRON Financial
Illinois
$626K -$25.2K -802 -5%
EDRH
790
Edmond de Rothschild Holding
Switzerland
$625K -$107K -3,407 -17%
MAS
791
Meeder Advisory Services
Ohio
$625K +$97.4K +3,103 +22%
EIA
792
Eastover Investment Advisors
North Carolina
$625K – – –
PVI
793
Pine Valley Investments
New Jersey
$623K -$53.3K -1,697 -9%
CCM
794
Coldstream Capital Management
Washington
$622K +$42K +1,337 +9%
PPC
795
Park Place Capital
Alabama
$622K -$71.3K -2,272 -12%
LCM
796
Leisure Capital Management
California
$621K -$178K -5,684 -25%
WCAMG
797
Woodard & Company Asset Management Group
North Carolina
$620K – – –
WI
798
WBI Investments
New Jersey
$615K -$38.2K -1,218 -7%
RMC
799
Resources Management Corp
Connecticut
$613K – – –
DCM
800
Dudley Capital Management
Virginia
$609K – – –