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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
APG
951
Abacus Planning Group
South Carolina
$346K – – –
CAM
952
Cozad Asset Management
Illinois
$346K +$8.38K +185 +3%
FAIM
953
Financial Advocates Investment Management
Washington
$346K +$12.3K +272 +4%
PH
954
Pinnacle Holdings
Oklahoma
$346K -$2.76K -61 -0.8%
SW
955
SVB Wealth
Massachusetts
$345K -$41.8K -924 -11%
SPC
956
Sigma Planning Corp
Michigan
$345K -$19.6K -433 -6%
SHA
957
Seneca House Advisors
Virginia
$344K -$28K -618 -8%
CCM
958
Coldstream Capital Management
Washington
$343K +$52.6K +1,162 +19%
NJBEST
959
New Jersey Better Educational Savings Trust
New Jersey
$341K – – –
SAMT
960
Select Asset Management & Trust
Pennsylvania
$340K +$321K +7,097 New
MYLI
961
Meiji Yasuda Life Insurance
Japan
$339K -$426K -9,402 -57%
ST
962
Smithfield Trust
Pennsylvania
$339K +$5.25K +116 +2%
HAG
963
HighPoint Advisor Group
Illinois
$339K +$68.9K +1,522 +32%
SP
964
Successful Portfolios
Florida
$338K -$15.5K -342 -5%
1SB
965
1ST Source Bank
Indiana
$336K +$47.6K +1,052 +18%
MBT
966
Montecito Bank & Trust
California
$335K +$23.4K +517 +8%
PFWA
967
Paces Ferry Wealth Advisors
Georgia
$333K +$89.2K +1,970 +40%
BA
968
Ballew Advisors
Mississippi
$330K – – –
PFBT
969
Parkside Financial Bank & Trust
Missouri
$330K +$32.1K +710 +12%
HFBOT
970
Home Federal Bank of Tennessee
Tennessee
$329K – – –
BCM
971
Brookstone Capital Management
Illinois
$328K -$62.6K -1,383 -17%
ACM
972
AUA Capital Management
Pennsylvania
$328K -$91 -2 -0%
MAFM
973
Mid Atlantic Financial Management
Pennsylvania
$328K +$6.16K +136 +2%
Fisher Asset Management
974
Fisher Asset Management
Washington
$327K +$309K +6,830 New
WWMSC
975
Wagner Wealth Management (South Carolina)
South Carolina
$325K +$307K +6,780 New