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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
951
Marks Group Wealth Management
Minnesota
$485K -$172K -3,083 -27%
OR
952
Olympiad Research
Connecticut
$485K +$98.5K +1,762 +27%
MBT
953
Montecito Bank & Trust
California
$483K -$4.58K -82 -1%
BCM
954
Birmingham Capital Management
Alabama
$481K – – –
EP
955
Edgestream Partners
New Jersey
$479K -$3.85M -68,956 -89%
GIA
956
Guyasuta Investment Advisors
Pennsylvania
$478K +$63.6K +1,138 +16%
PA
957
Procyon Advisors
Connecticut
$474K +$169K +3,020 +60%
CCA
958
Cobblestone Capital Advisors
New York
$473K -$16.5K -295 -4%
DSN
959
D. Scott Neal
Kentucky
$473K +$1.9K +34 +0.4%
RMDI
960
R.M. Davis Inc
Maine
$471K +$13.4K +240 +3%
CLOS
961
Compagnie Lombard Odier SCmA
Switzerland
$469K – – –
MWM
962
Madison Wealth Management
Ohio
$468K +$446K +7,988 New
XWM
963
Xcel Wealth Management
Florida
$467K – – –
LSPW
964
Lake Street Private Wealth
Illinois
$465K +$31.3K +561 +8%
First Manhattan
965
First Manhattan
New York
$461K -$3.63K -65 -0.8%
AW
966
ACG Wealth
Georgia
$458K +$8.88K +159 +2%
Fisher Asset Management
967
Fisher Asset Management
Washington
$458K +$70.6K +1,263 +19%
CFMC
968
Curbstone Financial Management Corp
New Hampshire
$454K – – –
SVWAG
969
Sound View Wealth Advisors Group
Georgia
$453K +$7.15K +128 +2%
GLA
970
Good Life Advisors
Pennsylvania
$450K -$16.5K -296 -4%
SFM
971
Systematic Financial Management
New Jersey
$449K – – –
SCM
972
Southport Capital Management
Tennessee
$448K -$1.21M -21,642 -74%
PIM
973
Penobscot Investment Management
Massachusetts
$447K – – –
QCG
974
Quadrant Capital Group
Ohio
$446K +$31.6K +565 +8%
CIBC World Market
975
CIBC World Market
Ontario, Canada
$446K +$33.9K +606 +9%