| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 3% | -66% | $1,698,007 | -$609,991 | 52,973 | -26% | TRUIST FINANCIAL CORP | 30 Sep 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Delta Investment Management, LLC | 24% | 427,545 | 2.5% | $13,704,613 | |
| BlueStem Wealth Partners, LLC | 22% | 391,355 | 1.4% | $12,544,572 | |
| VICTORY FINANCIAL GROUP, LLC | 8.6% | 151,531 | +1.3% | 0.67% | $4,857,205 |
| Cambridge Investment Research Advisors, Inc. | 7.6% | 133,553 | -7.3% | 0.01% | $4,281,000 |
| FEDERATED HERMES, INC. | 5.4% | 95,000 | -0% | 0.01% | $3,044,750 |
| Cox Capital Mgt LLC | 4.4% | 78,489 | 1.6% | $2,515,902 | |
| TRUIST FINANCIAL CORP | 3% | 52,973 | -19% | 0% | $1,698,007 |
| Steward Partners Investment Advisory, LLC | 1.6% | 29,066 | +25% | 0.01% | $931,687 |
| ENVESTNET ASSET MANAGEMENT INC | 1.4% | 24,017 | -70% | 0% | $769,846 |
| &PARTNERS | 1.3% | 23,078 | +1.9% | 0% | $739,746 |
| DAVENPORT & Co LLC | 0.66% | 11,586 | 0% | $371,373 | |
| Advisory Services Network, LLC | 0.02% | 400 | 0% | $12,822 | |
| UBS Group AG | 0.01% | 254 | -37% | 0% | $8,142 |
| JPMORGAN CHASE & CO | 0% | 76 | 0% | $2,436 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (% of par) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 17,542 | $579,929 | +$579,930 | 3,305.95% | 1 |
| 2025 Q3 | 1,418,923 | $45,482,101 | +$26,292,135 | 3,205.42% | 14 |
| 2025 Q2 | 599,686 | $18,161,205 | +$1,282,299 | 3,028.81% | 9 |
| 2025 Q1 | 557,337 | $15,032,774 | +$1,624,195 | 2,697.94% | 7 |
| 2024 Q4 | 497,132 | $13,930,097 | +$11,268,198 | 2,800.27% | 6 |
| 2024 Q3 | 95,000 | $2,555,500 | +$2,555,500 | 2,690% | 1 |