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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1001
Pitcairn Wealth Advisors
Pennsylvania
$515K -$1.03K -21 -0.2%
SW
1002
SVB Wealth
Massachusetts
$515K -$37.5K -762 -7%
EC
1003
EntryPoint Capital
New York
$514K – – –
First Manhattan
1004
First Manhattan
New York
$514K -$66.7K -1,355 -12%
LOPW
1005
Live Oak Private Wealth
North Carolina
$514K -$105K -2,139 -17%
VA
1006
Valmark Advisers
Ohio
$513K +$17.5K +355 +4%
PHWM
1007
Pine Harbor Wealth Management
Maryland
$509K – – –
JSSH
1008
J. Safra Sarasin Holding
$506K -$314K -6,377 -38%
NS
1009
NBC Securities
Alabama
$506K -$37.4K -761 -7%
MAV
1010
Mason & Associates (Virginia)
Virginia
$505K – – –
VDI
1011
Vaughan David Investments
Illinois
$503K +$25.7K +523 +5%
DWAM
1012
Duncan Williams Asset Management
Tennessee
$503K +$101K +2,053 +26%
NHT
1013
New Hampshire Trust
New Hampshire
$502K +$6.35K +129 +1%
GA
1014
Greenspring Advisors
Maryland
$502K +$1.33K +27 +0.3%
CPIG
1015
Chicago Partners Investment Group
Illinois
$500K +$14K +285 +3%
FFN
1016
Focus Financial Network
Minnesota
$499K +$493K +10,026 New
THCM
1017
Taylor Hoffman Capital Management
Virginia
$499K – – –
PCM
1018
PAR Capital Management
Massachusetts
$498K -$246K -5,000 -33%
AAI
1019
American Assets Inc
California
$498K – – –
DAM
1020
Diamant Asset Management
Connecticut
$497K -$14.8K -300 -3%
WIC
1021
Wilkins Investment Counsel
Massachusetts
$497K – – –
OWA
1022
One Wealth Advisors
California
$493K +$124K +2,511 +34%
CFGW
1023
Chancellor Financial Group WB
Pennsylvania
$492K -$787 -16 -0.2%
APG
1024
Abacus Planning Group
South Carolina
$491K +$6.39K +130 +1%
SFGP
1025
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$487K +$1.67K +34 +0.3%