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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
801
Vontobel Holding
Switzerland
$794K -$108K -1,968 -13%
SCM
802
Stevens Capital Management
Pennsylvania
$791K +$743K +13,564 New
TNB
803
TCF National Bank
South Dakota
$782K – – –
EIA
804
Eastover Investment Advisors
North Carolina
$777K -$7.18K -131 -1%
LWMM
805
Legacy Wealth Management (Mississippi)
Mississippi
$776K – – –
WS
806
Wedbush Securities
California
$772K +$215K +3,915 +42%
PI
807
Pettee Investors
Connecticut
$770K – – –
SACTSONJ
808
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$765K – – –
PA
809
Parallel Advisors
California
$762K +$32.6K +595 +5%
CSPIA
810
Cary Street Partners Investment Advisory
Virginia
$759K -$9.09M -165,922 -93%
TCM
811
Teza Capital Management
Illinois
$759K -$851K -15,535 -54%
CPA
812
Court Place Advisors
Maryland
$759K – – –
IA
813
IFP Advisors
Florida
$758K +$16.3K +297 +2%
PHK
814
Point72 Hong Kong
Hong Kong
$755K -$2.34M -42,663 -77%
CIC
815
Chilton Investment Company
Connecticut
$755K – – –
PFS
816
Prospera Financial Services
Texas
$754K -$338K -6,160 -32%
LIM
817
Loudon Investment Management
New Hampshire
$754K +$367K +6,700 +108%
GT
818
Greenleaf Trust
Michigan
$748K +$146K +2,659 +26%
SIAP
819
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$746K -$384 -7 -0.1%
AFAS
820
Acorn Financial Advisory Services
Virginia
$735K -$133K -2,420 -16%
MYIA
821
Mount Yale Investment Advisors
Colorado
$730K -$22K -401 -3%
CNC
822
Canandaigua National Corp
New York
$727K -$30.3K -553 -4%
BHBT
823
Burke & Herbert Bank & Trust
Virginia
$719K – – –
SP
824
Symmetry Partners
Connecticut
$715K -$45.2K -824 -6%
PFA
825
Pathway Financial Advisors
Vermont
$715K – – –