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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
1001
Glassman Wealth Services
Virginia
$170K -$16.3K -453 -9%
PL
1002
Perpetual Ltd
Australia
$170K +$163K +4,518 New
OC
1003
Oakworth Capital
Alabama
$165K +$432 +12 +0.3%
MCA
1004
Mercer Capital Advisers
New Jersey
$154K – – –
FHA
1005
Flagship Harbor Advisors
Massachusetts
$151K +$7.63K +212 +6%
CHA
1006
Carmichael Hill & Associates
Maryland
$147K – – –
DOA
1007
D'Orazio & Associates
Virginia
$147K – – –
GI
1008
Gradient Investments
Minnesota
$146K +$49.6K +1,376 +55%
AF
1009
Advisornet Financial
Minnesota
$144K -$205K -5,679 -60%
EI
1010
Ellevest Inc
New York
$144K -$11.3K -313 -8%
S
1011
Seeyond
France
$138K -$356K -9,898 -73%
BG
1012
Bollard Group
Massachusetts
$138K +$132K +3,668 New
FA
1013
Fortis Advisors
Pennsylvania
$137K -$89.8K -2,493 -41%
Parallax Volatility Advisers
1014
Parallax Volatility Advisers
California
$137K +$53.4K +1,484 +69%
MRCM
1015
M&R Capital Management
New Jersey
$135K -$466K -12,950 -78%
WEC
1016
Winslow Evans & Crocker
Massachusetts
$131K +$39.9K +1,109 +47%
AAP
1017
Arax Advisory Partners
Colorado
$129K -$72K -2,000 -37%
CLOS
1018
Compagnie Lombard Odier SCmA
Switzerland
$127K – – –
LWCFA
1019
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$125K – – –
NICM
1020
Neo Ivy Capital Management
New York
$125K +$120K +3,330 New
C
1021
Cerebellum
California
$123K +$88.9K +2,467 New
CFD
1022
Creative Financial Designs
Indiana
$119K +$56K +1,556 +97%
CFG
1023
Citizens Financial Group
Rhode Island
$116K -$138K -3,827 -55%
LWA
1024
Lenox Wealth Advisors
New York
$114K +$8.36K +232 +8%
OSNBOA
1025
Old Second National Bank of Aurora
Illinois
$113K -$1.6M -44,331 -94%