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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SAA
1026
Southeast Asset Advisors
Georgia
$486K – – –
TPI
1027
Trust Point Inc
Wisconsin
$486K +$17.4K +354 +4%
HR
1028
Hardy Reed
Mississippi
$485K – – –
FNA
1029
First National Advisers
Nebraska
$485K +$479K +9,736 New
FCM
1030
Fourpath Capital Management
Oklahoma
$484K -$470K -9,564 -50%
JIC
1031
Johnson Investment Counsel
Ohio
$484K +$56K +1,138 +13%
RFG
1032
RFP Financial Group
Georgia
$484K -$2.46K -50 -0.5%
QI
1033
Qtron Investments
Massachusetts
$481K +$475K +9,652 New
NG
1034
Norden Group
Utah
$481K +$34.7K +705 +8%
HFS
1035
Hantz Financial Services
Michigan
$480K +$57.3K +1,164 +14%
TPA
1036
Trivium Point Advisory
Connecticut
$480K +$148 +3 +0%
AL
1037
Aspiriant LLC
California
$479K +$6.89K +140 +1%
KFGK
1038
Keystone Financial Group (Kentucky)
Kentucky
$479K -$42K -853 -8%
VNA
1039
Valley National Advisers
Pennsylvania
$477K +$5.95K +121 +1%
BFW
1040
Brady Family Wealth
Missouri
$477K -$541 -11 -0.1%
AWM
1041
Avior Wealth Management
Nebraska
$477K -$605K -12,298 -56%
CFMC
1042
Curbstone Financial Management Corp
New Hampshire
$476K – – –
CWM
1043
Centurion Wealth Management
Virginia
$475K -$262K -5,318 -36%
WP
1044
Waycross Partners
Kentucky
$475K – – –
WIS
1045
Wright Investors Service
Connecticut
$474K -$29.1K -591 -6%
BPW
1046
Bingham Private Wealth
California
$474K +$197 +4 +0%
RIG
1047
RiverFront Investment Group
Virginia
$473K +$38.6K +784 +9%
FMN
1048
Financial Management Network
California
$471K -$15K -304 -3%
CWM
1049
Calamos Wealth Management
Illinois
$467K +$6.64K +135 +1%
SIA
1050
Strategic Investment Advisors
Michigan
$464K -$638K -12,959 -58%