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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1251
Liberty Wealth Management
California
$89K +$54.2K +970 +196%
COCM
1252
Charter Oak Capital Management
New Hampshire
$88K -$19.6K -350 -19%
AWM
1253
AllSquare Wealth Management
New York
$82K – – –
MIM
1254
Macroview Investment Management
Maryland
$82K – – –
HA
1255
Herold Advisors
New York
$78K +$75K +1,343 New
MA
1256
MUFG Americas
New York
$77K +$12.3K +220 +20%
ASBI
1257
American State Bank (Iowa)
Iowa
$75.9K – – –
HCM
1258
Highlander Capital Management
New Jersey
$75K – – –
CAL
1259
Capital Analysts LLC
Pennsylvania
$72K – – –
VCM
1260
Versant Capital Management
Arizona
$70K -$3.52K -63 -5%
SQA
1261
Simon Quick Advisors
New Jersey
$69K +$19.1K +342 +40%
OSNBOA
1262
Old Second National Bank of Aurora
Illinois
$68K +$14.7K +263 +29%
SCM
1263
Sirios Capital Management
Massachusetts
$67K – – –
PCTC
1264
Perkins Coie Trust Company
Washington
$66K -$22.6K -405 -27%
FFC
1265
First Financial Corp
Indiana
$65K – – –
BWM
1266
BerganKDV Wealth Management
Minnesota
$65K +$56 +1 +0.1%
LWCFA
1267
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64K -$32.7K -585 -35%
ANBT
1268
American National Bank & Trust
Texas
$64K – – –
LFG
1269
Larson Financial Group
Missouri
$63K – – –
CFO
1270
CVA Family Office
Colorado
$62K -$178K -3,187 -66%
PAI
1271
Pittenger & Anderson Inc
Nebraska
$62K +$59.2K +1,060 New
FMTCOCP
1272
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$59K – – –
KTC
1273
Kistler-Tiffany Companies
Pennsylvania
$59K – – –
PB
1274
Pinnacle Bancorp
Nebraska
$59K – – –
CBT
1275
Central Bank & Trust
Kentucky
$55K – – –