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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
TMAM
826
Tokio Marine Asset Management
Japan
$731K +$98.3K +1,759 +16%
Vontobel Holding
827
Vontobel Holding
Switzerland
$727K -$312K -5,585 -31%
RCM
828
Radnor Capital Management
Pennsylvania
$725K +$110K +1,974 +19%
MCM
829
MAI Capital Management
Ohio
$723K +$61K +1,091 +10%
ECG
830
Edge Capital Group
Georgia
$720K +$110K +1,970 +19%
GC
831
Gratus Capital
Georgia
$719K -$52.1K -933 -7%
SIM
832
Sentry Investment Management
Wisconsin
$719K -$26.7K -478 -4%
SP
833
Successful Portfolios
Florida
$718K +$289K +5,164 +73%
EAM
834
Erste Asset Management
Austria
$717K +$37.4K +669 +6%
CNC
835
Canandaigua National Corp
New York
$713K -$12.9K -230 -2%
BHBT
836
Burke & Herbert Bank & Trust
Virginia
$711K -$10.8K -194 -2%
HSA
837
HBK Sorce Advisory
Pennsylvania
$711K +$269K +4,806 +66%
LWP
838
Lumature Wealth Partners
Georgia
$705K
IWC
839
Integrated Wealth Concepts
Massachusetts
$702K +$62.3K +1,115 +10%
ADL
840
Asset Dedication LLC
California
$701K +$17.9K +321 +3%
SC
841
Savant Capital
Illinois
$701K +$22.1K +396 +3%
CPSAC
842
Chas P. Smith & Associates (CPS)
Florida
$695K +$279 +5 +0%
SBL
843
Sargent Bickham Lagudis
Colorado
$695K +$136K +2,442 +26%
XT
844
XTX Topco
Cayman Islands
$695K +$662K +11,849 New
CG
845
Caprock Group
Idaho
$694K +$149K +2,660 +29%
AL
846
Aspiriant LLC
California
$688K +$20.2K +362 +3%
TAIM
847
TD Ameritrade Investment Management
Nebraska
$688K +$86.8K +1,553 +9%
BWM
848
BT Wealth Management
Georgia
$685K +$224K +4,000 +52%
SWM
849
Sculati Wealth Management
Michigan
$684K
SBH
850
Segall Bryant & Hamill
Illinois
$683K +$179K +3,200 +38%