TRUIST FINL CORP COM
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Ballast, Inc. | 39,641 | 48,831 | +9,190 | 0.42 | 0.46 | +0.04 | buy |
| VIKING FUND MANAGEMENT LLC | 8,000 | 12,000 | +4,000 | 0.04 | 0.05 | +0.02 | buy |
| Castleview Partners, LLC | 9,442 | 11,720 | +2,278 | 0.22 | 0.26 | +0.03 | buy |
| Uncommon Cents Investing LLC | 13,895 | 15,595 | +1,700 | 0.15 | 0.17 | +0.02 | buy |
| Old Port Advisors | 35,145 | 35,994 | +849 | 0.37 | 0.35 | -0.02 | buy |
| First American Bank | 31,376 | 32,128 | +752 | 0.09 | 0.09 | -0.00 | buy |
| GREENLEAF TRUST | 40,466 | 41,167 | +701 | 0.02 | 0.02 | +0.00 | buy |
| Balefire, LLC | 4,620 | 4,880 | +260 | 0.04 | 0.04 | -0.00 | buy |
| Pathway Financial Advisors LLC | 4,626 | 4,726 | +100 | 0.03 | 0.03 | +0.00 | buy |
| Selective Wealth Management, Inc. | 7,260 | 7,317 | +57 | 0.11 | 0.10 | -0.01 | buy |
| BURKETT FINANCIAL SERVICES, LLC | 1,281 | 1,295 | +14 | 0.02 | 0.02 | +0.00 | buy |
| SHEETS SMITH WEALTH MANAGEMENT | 18,149 | 18,142 | -7 | 0.09 | 0.09 | -0.00 | sell |
| HHM Wealth Advisors, LLC | 8,110 | 8,078 | -32 | 0.04 | 0.04 | -0.00 | sell |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,227 | 14,179 | -48 | 0.30 | 0.29 | -0.02 | sell |
| FNY Investment Advisers, LLC | 593 | 500 | -93 | 0.01 | 0.01 | -0.00 | sell |
| Sound Income Strategies, LLC | 4,894 | 4,780 | -114 | 0.01 | 0.01 | -0.00 | sell |
| 180 WEALTH ADVISORS, LLC | 4,621 | 4,369 | -252 | 0.02 | 0.02 | -0.00 | sell |
| Certified Advisory Corp | 23,841 | 23,577 | -264 | 0.10 | 0.09 | -0.00 | sell |
| Investors Research Corp | 38,527 | 38,150 | -377 | 0.34 | 0.34 | +0.00 | sell |
| Independence Bank of Kentucky | 26,528 | 26,149 | -379 | 0.15 | 0.15 | -0.01 | sell |
| Graves Light Lenhart Wealth, Inc. | 51,410 | 51,009 | -401 | 0.25 | 0.24 | -0.01 | sell |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 7,748 | 7,243 | -505 | 0.09 | 0.07 | -0.02 | sell |
| Poehling Capital Management, INC. | 57,631 | 57,010 | -621 | 0.56 | 0.61 | +0.05 | sell |
| MONTGOMERY INVESTMENT MANAGEMENT INC | 318,131 | 317,013 | -1,118 | 4.99 | 4.79 | -0.20 | sell |
| Chesley Taft & Associates LLC | 115,276 | 113,140 | -2,136 | 0.22 | 0.22 | -0.00 | sell |
| Lantz Financial LLC | 8,954 | 4,836 | -4,118 | 0.09 | 0.04 | -0.04 | sell |
| Baugh & Associates, LLC | 122,147 | 112,195 | -9,952 | 2.43 | 2.47 | +0.05 | sell |
| Oak Thistle LLC | 71,189 | 12,382 | -58,807 | 0.32 | 0.06 | -0.26 | sell |