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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
876
Register Financial Advisors
Georgia
$636K +$2.19K +49 +0.3%
CFG
877
Citizens Financial Group
Rhode Island
$635K +$227K +5,085 +53%
PAM
878
Panagora Asset Management
Massachusetts
$635K -$179 -4 -0%
NSIM
879
North Star Investment Management
Illinois
$635K -$33.7K -756 -5%
RWM
880
Riverbend Wealth Management
South Carolina
$634K +$653K +14,624 New
KWA
881
Kingswood Wealth Advisors
California
$633K -$87.2K -1,954 -12%
MMHP
882
Murphy Middleton Hinkle & Parker
Georgia
$633K -$4.46K -100 -0.7%
MC
883
Montag & Caldwell
Georgia
$632K
OHWA
884
Oak Hill Wealth Advisors
Virginia
$631K +$649K +14,539 New
FFG
885
First Financial Group
North Carolina
$631K +$649K +14,535 New
SOS
886
Silver Oak Securities
Tennessee
$629K +$59.5K +1,334 +10%
PCM
887
PAR Capital Management
Massachusetts
$629K +$201K +4,500 +45%
AW
888
Alteri Wealth
California
$629K +$647K +14,489 New
FMII
889
Farmers & Merchants Investments Inc
Nebraska
$628K -$669 -15 -0.1%
PI
890
PFG Investments
New York
$626K +$22.3K +499 +4%
IWA
891
Icon Wealth Advisors
Texas
$625K -$104K -2,323 -14%
SB
892
Strategic Blueprint
Georgia
$625K -$15.7K -352 -2%
FFA
893
Farther Finance Advisors
California
$624K -$96.7K -2,167 -13%
Lazard Asset Management
894
Lazard Asset Management
New York
$620K +$321K +7,197 +101%
EWA
895
EP Wealth Advisors
California
$618K -$7.72K -173 -1%
HPM
896
Hoxton Planning & Management
West Virginia
$617K +$6.78K +152 +1%
CANY
897
Caxton Associates (New York)
New York
$614K -$487K -10,916 -44%
YP
898
YANKCOM Partnership
South Dakota
$613K +$630K +14,128 New
WT
899
Whittier Trust
California
$612K -$50.1K -1,123 -7%
HT
900
Headlands Technologies
Illinois
$612K +$390K +8,748 +163%