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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
776
TCV Trust & Wealth Management
Virginia
$809K -$26.2K -670 -3%
ICA
777
Infrastructure Capital Advisors
New York
$806K -$370K -9,468 -34%
DWA
778
Douglass Winthrop Advisors
New York
$802K -$45.6K -1,165 -6%
CL
779
CSS LLC
Illinois
$800K
CA
780
Cornerstone Advisory
Maryland
$798K -$20.5K -524 -3%
PTC
781
Private Trust Company
Ohio
$795K +$128K +3,279 +22%
Vontobel Holding
782
Vontobel Holding
Switzerland
$790K +$21.8K +556 +3%
SAM
783
Smartleaf Asset Management
Massachusetts
$789K -$115K -2,951 -14%
SSWM
784
Sheets Smith Wealth Management
North Carolina
$778K +$509 +13 +0.1%
APC
785
Aspire Private Capital
North Carolina
$774K -$42.9K -1,096 -6%
JSSH
786
J. Safra Sarasin Holding
$770K -$893K -22,827 -56%
LCWP
787
Legacy Capital Wealth Partners
Arkansas
$769K -$23.8K -608 -3%
SEIA
788
Signature Estate & Investment Advisors
California
$766K +$71.2K +1,819 +11%
BPWM
789
Badgley Phelps Wealth Managers
Washington
$763K -$288K -7,350 -29%
BFIM
790
Beese Fulmer Investment Management
Ohio
$761K +$43.5K +1,113 +7%
BFW
791
Brady Family Wealth
Missouri
$760K
I
792
INVST
Indiana
$757K -$14.2K -362 -2%
EH
793
Equitable Holdings
New York
$754K +$173K +4,424 +34%
CM
794
Caption Management
Oklahoma
$752K -$3.25M -83,085 -83%
PA
795
Profund Advisors
Maryland
$751K -$137K -3,489 -17%
GFA
796
Gallagher Fiduciary Advisors
Illinois
$751K -$20K -510 -3%
3IP
797
3Chopt Investment Partners
Virginia
$748K +$4.07K +104 +0.6%
ECA
798
Elevated Capital Advisors
Utah
$746K
EFS
799
Essex Financial Services
Connecticut
$742K +$38.5K +983 +6%
IAS
800
Insigneo Advisory Services
Florida
$740K -$16.2K -413 -2%