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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
1SB
851
1ST Source Bank
Indiana
$231K +$256K +5,327 New
LRPA
852
L. Roy Papp & Associates
Arizona
$229K
Lido Advisors
853
Lido Advisors
California
$228K -$9.22K -192 -4%
SWA
854
Sutton Wealth Advisors
Florida
$224K +$22.6K +470 +10%
P
855
&Partners
Tennessee
$222K +$246K +5,133 New
GWS
856
Glassman Wealth Services
Virginia
$221K
SBA
857
Secrest Blakey & Associates
North Carolina
$219K +$243K +5,053 New
GT
858
Greenleaf Trust
Michigan
$218K +$241K +5,022 New
MFG
859
Monte Financial Group
Connecticut
$217K +$240K +5,007 New
CSPIA
860
Cary Street Partners Investment Advisory
Virginia
$217K +$241K +5,022 New
WJA
861
Williams Jones & Associates
New York
$216K +$21.8K +455 +10%
SFG
862
SevenBridge Financial Group
Pennsylvania
$210K -$42.7K -889 -15%
BWA
863
BDO Wealth Advisors
Florida
$210K +$71.3K +1,485 +44%
AF
864
Advisornet Financial
Minnesota
$208K -$20.6K -429 -8%
BP
865
Ballentine Partners
Massachusetts
$208K +$6.24K +130 +3%
BWP
866
Bernardo Wealth Planning
Pennsylvania
$207K +$229K +4,768 New
WG
867
Winton Group
United Kingdom
$206K -$30.7K -640 -12%
MCM
868
MAI Capital Management
Ohio
$206K +$228K +4,744 New
AA
869
AlphaMark Advisors
Kentucky
$204K
SRAM
870
Stone Ridge Asset Management
New York
$201K
FIM
871
Frontier Investment Management
Texas
$201K +$223K +4,640 New
CAM
872
Cresset Asset Management
Illinois
$201K +$223K +4,651 New
BWA
873
Burt Wealth Advisors
Maryland
$199K
MIA
874
MainStreet Investment Advisors
Illinois
$199K
HCM
875
Highlander Capital Management
New Jersey
$183K -$187K -3,896 -48%