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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
826
Shell Asset Management
Netherlands
$448K -$1.36M -43,878 -75%
PWP
827
Principle Wealth Partners
Connecticut
$446K +$457K +14,700 New
WC
828
Whitney & Co
New York
$446K -$12.1K -388 -3%
SB
829
Simmons Bank
Arkansas
$444K +$89.8K +2,892 +25%
MC
830
Montag & Caldwell
Georgia
$442K
QCM
831
Quantinno Capital Management
New York
$441K +$124K +3,993 +38%
ECM
832
Evergreen Capital Management
Washington
$437K +$225K +7,242 +101%
HTC
833
Haverford Trust Company
Pennsylvania
$435K -$251K -8,089 -36%
EWM
834
Evercore Wealth Management
New York
$434K +$140K +4,493 +46%
FRM
835
Fox Run Management
Connecticut
$433K -$339K -10,917 -43%
CTI
836
Community Trust & Investment
Kentucky
$430K
PWM
837
Prosperity Wealth Management
California
$426K
FPWM
838
FSB Premier Wealth Management
Iowa
$424K +$49.8K +1,604 +13%
HBW
839
Hazlett, Burt & Watson
West Virginia
$422K -$14.3K -459 -3%
EFS
840
Essex Financial Services
Connecticut
$420K +$4.63K +149 +1%
TIA
841
Tandem Investment Advisors
South Carolina
$419K -$386K -12,442 -47%
BFW
842
Brady Family Wealth
Missouri
$417K +$3.98K +128 +0.9%
PIFP
843
Partners in Financial Planning
Virginia
$413K -$308K -9,929 -42%
Fisher Asset Management
844
Fisher Asset Management
Washington
$413K +$218K +7,010 +106%
IA
845
IFP Advisors
Florida
$410K -$12.5K -404 -3%
VRM
846
Vectors Research Management
New York
$410K -$3.01K -97 -0.7%
MIH
847
Meitav Investment House
Israel
$409K +$415K +13,362 New
BP
848
Ballentine Partners
Massachusetts
$409K -$10.3K -333 -2%
LOPW
849
Live Oak Private Wealth
North Carolina
$409K -$7.33K -236 -2%
IWM
850
IHT Wealth Management
Illinois
$408K -$205K -6,615 -33%