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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
GI
901
Gradient Investments
Minnesota
$166K +$9.91K +200 +7%
CIR
902
Clear Investment Research
Georgia
$160K – – –
EI
903
Ellevest Inc
New York
$160K – – –
EW
904
Evoke Wealth
California
$155K +$144K +2,912 New
CCM
905
Cribstone Capital Management
Maine
$155K – – –
BC
906
Barnett & Company
Tennessee
$148K – – –
HCA
907
Horan Capital Advisors
Ohio
$147K +$136K +2,750 New
HCM
908
Highlander Capital Management
New Jersey
$145K – – –
LWA
909
Lenox Wealth Advisors
New York
$144K – – –
FNBOSM
910
First National Bank of South Miami
Florida
$144K +$1.78K +36 +1%
MPWT
911
MassMutual Private Wealth & Trust
Connecticut
$136K -$311K -6,277 -71%
FPB
912
First PREMIER Bank
South Dakota
$135K – – –
ST
913
Smithfield Trust
Pennsylvania
$134K +$1.93K +39 +2%
WTC
914
WhitTier Trust Company
Nevada
$127K – – –
NEAM
915
New England Asset Management
Connecticut
$125K – – –
ZB
916
Zions Bancorporation
Utah
$121K +$113K +2,280 New
GLI
917
Guardian Life Insurance
New York
$120K +$1.59K +32 +1%
ARMC
918
American Research & Management Company
Massachusetts
$117K – – –
KTC
919
Kistler-Tiffany Companies
Pennsylvania
$116K – – –
RA
920
Rational Advisors
New York
$115K -$21.9K -442 -17%
MCM
921
Manchester Capital Management
Vermont
$113K – – –
SAM
922
Shamrock Asset Management
Texas
$109K -$19K -384 -16%
FMT
923
First Mercantile Trust
Tennessee
$106K +$98.8K +1,993 New
PH
924
Pinnacle Holdings
Oklahoma
$105K – – –
IAS
925
IMA Advisory Services
Colorado
$105K – – –