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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MMG
851
Monetary Management Group
Missouri
$255K – – –
BWA
852
Burt Wealth Advisors
Maryland
$255K +$43.9K +900 +20%
AF
853
Advisornet Financial
Minnesota
$251K +$29.6K +607 +13%
CCA
854
Checchi Capital Advisers
California
$250K -$5.07K -104 -2%
Lido Advisors
855
Lido Advisors
California
$249K +$3.66K +75 +1%
DWT
856
Dorsey & Whitney Trust
South Dakota
$248K -$64.8K -1,328 -20%
RC
857
RegentAtlantic Capital
New Jersey
$247K -$1.07K -22 -0.4%
LRPA
858
L. Roy Papp & Associates
Arizona
$245K – – –
BCM
859
Bayesian Capital Management
New York
$242K +$254K +5,200 New
SWA
860
Sutton Wealth Advisors
Florida
$241K – – –
GWS
861
Glassman Wealth Services
Virginia
$240K +$3.02K +62 +1%
P
862
&Partners
Tennessee
$239K +$537 +11 +0.2%
B
863
Barings
North Carolina
$237K -$239K -4,900 -49%
PAMG
864
Patton Albertson Miller Group
Tennessee
$236K – – –
EFSCE
865
Enterprise Financial Services Corp (EFSC)
Missouri
$236K +$58.1K +1,192 +31%
BFM
866
Boothbay Fund Management
New York
$236K +$248K +5,078 New
BJL
867
Brighton Jones LLC
Washington
$235K -$15.3K -314 -6%
CAM
868
Cresset Asset Management
Illinois
$233K +$17.4K +356 +8%
WJA
869
Williams Jones & Associates
New York
$232K – – –
BP
870
Ballentine Partners
Massachusetts
$231K +$7.8K +160 +3%
VFA
871
Valeo Financial Advisors
Indiana
$231K +$76.1K +1,559 +46%
WAM
872
Weatherly Asset Management
California
$230K -$27.2K -558 -10%
DWA
873
Douglass Winthrop Advisors
New York
$227K +$238K +4,881 New
SFG
874
SevenBridge Financial Group
Pennsylvania
$226K – – –
BWP
875
Bernardo Wealth Planning
Pennsylvania
$222K – – –