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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
801
Enterprise Financial Services Corp (EFSC)
Missouri
$960K -$173K -2,806 -14%
TFS
802
TrustCore Financial Services
Tennessee
$960K -$185 -3 -0%
SIA
803
SeaBridge Investment Advisors
New Jersey
$958K +$23.3K +377 +2%
MSA
804
Marino Stram & Associates
Massachusetts
$952K +$53.9K +872 +5%
BIA
805
BHK Investment Advisors
Alabama
$940K +$5.81K +94 +0.6%
IDBONY
806
Israel Discount Bank of New York
New York
$940K +$32.7K +529 +3%
OPS
807
Orion Portfolio Solutions
Nebraska
$936K -$116K -1,877 -10%
Assenagon Asset Management
808
Assenagon Asset Management
Luxembourg
$927K -$3.03K -49 -0.3%
GT
809
Greenleaf Trust
Michigan
$913K +$33.2K +538 +3%
EWA
810
EverSource Wealth Advisors
Alabama
$895K +$204K +3,308 +27%
PTC
811
Private Trust Company
Ohio
$891K +$70.8K +1,147 +8%
RIG
812
Ramiah Investment Group
Wisconsin
$890K +$77K +1,247 +9%
PA
813
Parallel Advisors
California
$884K -$54.1K -876 -6%
LCM
814
Linker Capital Management
Kentucky
$880K
TMAM
815
Tokio Marine Asset Management
Japan
$877K +$110K +1,773 +13%
MMHP
816
Murphy Middleton Hinkle & Parker
Georgia
$865K -$26K -421 -3%
RMC
817
Resources Management Corp
Connecticut
$862K
GCM
818
Galibier Capital Management
Ontario, Canada
$859K
WI
819
WBI Investments
New Jersey
$858K +$936K +15,147 New
GIA
820
Gladstone Institutional Advisory
Florida
$849K -$272K -4,411 -23%
FSA
821
Fort Sheridan Advisors
Illinois
$849K -$5.68K -92 -0.6%
XT
822
XTX Topco
Cayman Islands
$848K +$599K +9,692 +184%
CT
823
Caldwell Trust
Florida
$847K +$13.5K +218 +1%
CGL
824
Clarius Group LLC
Washington
$828K
NSB
825
Norway Savings Bank
Maine
$821K +$54.4K +880 +6%