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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1051
Vigilant Capital Management
Maine
$320K +$45.3K +942 +15%
RPA
1052
Rock Point Advisors
Vermont
$320K +$144K +3,000 +69%
TA
1053
TrueWealth Advisors
Alabama
$319K +$33.4K +694 +10%
WCM
1054
Washington Capital Management
Washington
$319K
SEIA
1055
Signature Estate & Investment Advisors
California
$318K +$1.25K +26 +0.4%
FIA
1056
Foundations Investment Advisors
Arizona
$318K +$120K +2,486 +52%
FA
1057
Faithward Advisors
Pennsylvania
$317K -$116K -2,415 -25%
FLI
1058
Family Legacy Inc
South Carolina
$315K -$770 -16 -0.2%
PCA
1059
Personal Capital Advisors
California
$314K +$481 +10 +0.1%
CC
1060
Cipher Capital
New York
$312K +$345K +7,174 New
PH
1061
Pinnacle Holdings
Oklahoma
$311K
LI
1062
Lafayette Investments
Maryland
$311K
RTC
1063
Riverview Trust Company
Washington
$310K -$12.3K -255 -3%
BCM
1064
Boltwood Capital Management
California
$310K +$58.7K +1,220 +21%
BA
1065
Ballew Advisors
Mississippi
$309K
VC
1066
Veracity Capital
Georgia
$309K +$22.5K +467 +7%
First Manhattan
1067
First Manhattan
New York
$308K -$292K -6,075 -46%
ST
1068
Smithfield Trust
Pennsylvania
$308K -$7.22K -150 -2%
1IA
1069
1834 Investment Advisors
Wisconsin
$307K +$338K +7,025 +21,953%
FAIM
1070
Financial Advocates Investment Management
Washington
$306K +$34.4K +715 +9%
LI
1071
LMCG Investments
Massachusetts
$305K +$7.65K +159 +2%
TCMP
1072
Thrive Capital Management (Pennsylvania)
Pennsylvania
$305K +$337K +7,009 New
RBC
1073
Romano Brothers & Co
Illinois
$305K +$337K +7,011 New
1IA
1074
1620 Investment Advisors
Massachusetts
$302K +$9.38K +195 +3%
KIA
1075
KCM Investment Advisors
California
$302K +$103K +2,134 +45%