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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AAI
1026
American Assets Inc
California
$460K
HSA
1027
HBK Sorce Advisory
Pennsylvania
$459K -$139K -2,821 -23%
WIC
1028
Wilkins Investment Counsel
Massachusetts
$459K
NHT
1029
New Hampshire Trust
New Hampshire
$457K +$17.9K +362 +4%
VA
1030
Valmark Advisers
Ohio
$457K -$4.5K -91 -0.9%
CIA
1031
Cape Investment Advisory
Georgia
$457K +$189K +3,817 +62%
CFGW
1032
Chancellor Financial Group WB
Pennsylvania
$455K +$7.41K +150 +2%
FFO
1033
Fiduciary Family Office
Florida
$450K -$107K -2,166 -18%
WC
1034
Whitney & Co
New York
$449K
SAA
1035
Southeast Asset Advisors
Georgia
$449K
RFG
1036
RFP Financial Group
Georgia
$449K -$3.11K -63 -0.6%
HR
1037
Hardy Reed
Mississippi
$448K -$14.5K -293 -3%
SFGP
1038
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$448K -$5.63K -114 -1%
APG
1039
Abacus Planning Group
South Carolina
$448K +$90.6K +1,833 +23%
PWP
1040
Phillips Wealth Planners
Mississippi
$446K -$28.5K -577 -6%
WSA
1041
Wealth Science Advisors
Georgia
$444K
Fisher Asset Management
1042
Fisher Asset Management
Washington
$443K -$290K -5,860 -38%
NL
1043
NWAM LLC
Washington
$443K +$83K +1,680 +21%
TPA
1044
Trivium Point Advisory
Connecticut
$443K -$38.6K -782 -8%
BFW
1045
Brady Family Wealth
Missouri
$440K
VDI
1046
Vaughan David Investments
Illinois
$440K -$67.9K -1,374 -13%
CFM
1047
Catalyst Funds Management
Australia
$439K +$220K +4,460 +87%
AAS
1048
Ameritas Advisory Services
Nebraska
$439K -$48.3K -977 -9%
CFMC
1049
Curbstone Financial Management Corp
New Hampshire
$439K +$8.99K +182 +2%
WP
1050
Waycross Partners
Kentucky
$438K