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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
1IA
1076
1834 Investment Advisors
Wisconsin
$307K +$338K +7,025 +21,953%
FAIM
1077
Financial Advocates Investment Management
Washington
$306K +$34.4K +715 +9%
LI
1078
LMCG Investments
Massachusetts
$305K +$7.65K +159 +2%
TCMP
1079
Thrive Capital Management (Pennsylvania)
Pennsylvania
$305K +$337K +7,009 New
RBC
1080
Romano Brothers & Co
Illinois
$305K +$337K +7,011 New
1IA
1081
1620 Investment Advisors
Massachusetts
$302K +$9.38K +195 +3%
KIA
1082
KCM Investment Advisors
California
$302K +$103K +2,134 +45%
T
1083
TOBAM
France
$299K – – –
LAS
1084
LWM Advisory Services
Florida
$297K +$58K +1,206 +21%
MSFS
1085
Main Street Financial Solutions
Pennsylvania
$296K -$134K -2,786 -29%
SVWAG
1086
Sound View Wealth Advisors Group
Georgia
$295K +$2.94K +61 +0.9%
AFM
1087
Andesa Financial Management
Pennsylvania
$293K +$43.7K +909 +16%
MMM
1088
Mendel Money Management
Illinois
$290K +$9.14K +190 +3%
CSWM
1089
Cassady Schiller Wealth Management
Ohio
$287K +$20.6K +429 +7%
AFS
1090
Annapolis Financial Services
Maryland
$286K +$16.5K +343 +6%
BFM
1091
Boothbay Fund Management
New York
$286K +$316K +6,578 New
CA
1092
Carson Advisory
Georgia
$285K -$9.57K -199 -3%
PFWA
1093
Paces Ferry Wealth Advisors
Georgia
$285K -$625 -13 -0.2%
JSC
1094
Jackson Square Capital
California
$285K – – –
Q
1095
QVR
California
$285K +$125K +2,607 +66%
CH
1096
Canton Hathaway
Rhode Island
$284K -$27.2K -565 -8%
FDCDDQ
1097
Federation des caisses Desjardins du Quebec
Quebec, Canada
$284K +$20K +415 +7%
BMC
1098
Benin Management Corp
Connecticut
$283K -$2.41K -50 -0.8%
HFS
1099
Horizon Financial Services
North Carolina
$283K – – –
MBT
1100
Montecito Bank & Trust
California
$282K -$35.1K -729 -10%