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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
901
Pathstone Family Office
New Jersey
$154K +$161K +3,298 New
BAM
902
Belpointe Asset Management
Nevada
$153K +$38.5K +789 +32%
PCG
903
Private Capital Group
Connecticut
$152K +$73.9K +1,515 +87%
ESB
904
Essex Savings Bank
Connecticut
$146K – – –
PA
905
Parallel Advisors
California
$145K +$68.8K +1,411 +83%
SAS
906
Stelac Advisory Services
New York
$144K – – –
CCM
907
Cribstone Capital Management
Maine
$135K – – –
GI
908
Gradient Investments
Minnesota
$130K +$49 +1 +0%
LWA
909
Lenox Wealth Advisors
New York
$130K +$4.34K +89 +3%
QCG
910
Quadrant Capital Group
Ohio
$128K -$15.7K -322 -10%
HCA
911
Horan Capital Advisors
Ohio
$128K +$134K +2,750 New
HCM
912
Highlander Capital Management
New Jersey
$127K -$70.3K -1,442 -35%
SAM
913
Shamrock Asset Management
Texas
$127K +$98 +2 +0.1%
FPB
914
First PREMIER Bank
South Dakota
$119K – – –
Nomura Holdings
915
Nomura Holdings
Japan
$118K +$120K +2,464 New
KPW
916
Kore Private Wealth
New York
$113K +$43.7K +896 +59%
KTC
917
Kistler-Tiffany Companies
Pennsylvania
$112K – – –
WTC
918
WhitTier Trust Company
Nevada
$110K -$4.1K -84 -3%
NEAM
919
New England Asset Management
Connecticut
$109K – – –
RIA
920
Realta Investment Advisors
Delaware
$107K +$113K +2,309 New
ARMC
921
American Research & Management Company
Massachusetts
$102K – – –
GLI
922
Guardian Life Insurance
New York
$102K – – –
OWD
923
Osborn Williams & Donohoe
Ohio
$101K +$102K +2,089 New
MCM
924
Manchester Capital Management
Vermont
$99K -$37.6K -770 -27%
CFG
925
Citizens Financial Group
Rhode Island
$95K +$9.27K +190 +10%