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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
876
Bar Harbor Wealth Management
New Hampshire
$209K -$123K -2,515 -37%
CSM
877
CAMG Solamere Management
North Carolina
$209K -$13K -266 -6%
BCI
878
Brinker Capital Investments
Pennsylvania
$209K -$12.8K -261 -6%
ET
879
Equitable Trust
Tennessee
$209K +$209K +4,258 New
Cerity Partners
880
Cerity Partners
New York
$209K +$209K +4,259 New
NSIM
881
North Star Investment Management
Illinois
$208K
AF
882
Advisornet Financial
Minnesota
$203K -$62.7K -1,280 -24%
MI
883
Moneywise Inc
Virginia
$203K
ERIM
884
Eagle Ridge Investment Management
Connecticut
$203K +$202K +4,127 New
QCM
885
Quest Capital Management
Texas
$203K +$202K +4,129 New
WIA
886
Westbourne Investment Advisors
Maryland
$201K +$201K +4,100 New
GWS
887
Glassman Wealth Services
Virginia
$195K -$58.5K -1,195 -23%
DOA
888
D'Orazio & Associates
Virginia
$192K -$1.86K -38 -1%
IWA
889
Intercontinental Wealth Advisors
Texas
$192K +$192K +3,914 New
AF
890
Arrow Financial
New York
$178K -$1.2M -24,400 -87%
AIM
891
Achmea Investment Management
Netherlands
$176K -$4.94M -100,842 -97%
HAG
892
HighPoint Advisor Group
Illinois
$173K +$169K +3,444 New
OC
893
Oakworth Capital
Alabama
$169K +$2.01K +41 +1%
RIA
894
Realta Investment Advisors
Delaware
$168K +$54.4K +1,111 +48%
CLOS
895
Compagnie Lombard Odier SCmA
Switzerland
$165K
VFA
896
Valeo Financial Advisors
Indiana
$160K -$84.2K -1,718 -35%
ARMT
897
Amica Retiree Medical Trust
Rhode Island
$160K -$33.2K -678 -17%
ESB
898
Essex Savings Bank
Connecticut
$154K
FNBOSM
899
First National Bank of South Miami
Florida
$154K +$51.4K +1,050 +54%
CIR
900
Clear Investment Research
Georgia
$148K +$147K +3,000 +42,857%