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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
901
Lenox Wealth Advisors
New York
$117K -$130K -2,700 -50%
Capstone Investment Advisors
902
Capstone Investment Advisors
New York
$115K -$342K -7,121 -73%
FPB
903
First PREMIER Bank
South Dakota
$110K
BAM
904
Belpointe Asset Management
Nevada
$108K -$8.64K -180 -7%
WTC
905
WhitTier Trust Company
Nevada
$106K +$14.5K +302 +14%
KTC
906
Kistler-Tiffany Companies
Pennsylvania
$104K -$4.51K -94 -4%
NEAM
907
New England Asset Management
Connecticut
$101K
IAS
908
IMA Advisory Services
Colorado
$100K
ARMC
909
American Research & Management Company
Massachusetts
$95K
GLI
910
Guardian Life Insurance
New York
$95K +$336 +7 +0.3%
FNBOSM
911
First National Bank of South Miami
Florida
$95K +$93.1K +1,940 New
SGS
912
Sterling Global Strategies
California
$92.5K +$102K +2,134 New
PHK
913
Point72 Hong Kong
Hong Kong
$92K -$137K -2,851 -57%
KA
914
Kaizen Advisory
Illinois
$92K +$13.2K +274 +15%
BTNA
915
Bremer Trust National Association
Minnesota
$88K +$97.1K +2,023 New
O
916
Ossiam
France
$87K +$96.6K +2,013 New
AIM
917
Advantage Investment Management
Iowa
$84K +$7.15K +149 +8%
CFG
918
Citizens Financial Group
Rhode Island
$81K -$33.6K -700 -27%
Loomis, Sayles & Company
919
Loomis, Sayles & Company
Massachusetts
$80K -$2.39M -49,721 -96%
CAC
920
Certified Advisory Corp
Florida
$79K -$40.4K -841 -31%
AF
921
Allworth Financial
California
$79K +$9.12K +190 +12%
LWCFA
922
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$78K +$86.4K +1,800 New
PCG
923
Private Capital Group
Connecticut
$76K +$2.54K +53 +3%
RWA
924
Ropes Wealth Advisors
Massachusetts
$74K -$37.3K -778 -31%
NIM
925
NuWave Investment Management
New Jersey
$73K -$435K -9,052 -84%