| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 30% | -23% | $4,866,690 | +$352,214 | 209,320 | +7.8% | TRUIST FINANCIAL CORP | 30 Sep 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 30% | 209,320 | +7.8% | 0.01% | $4,872,964 |
| Insight Advisors, LLC/ PA | 24% | 165,799 | +4.7% | 0.59% | $3,859,803 |
| ENVESTNET ASSET MANAGEMENT INC | 2% | 14,121 | +8.3% | 0% | $328,737 |
| Cetera Investment Advisers | 1.9% | 13,617 | 0% | $317,004 | |
| SMITH, MOORE & CO. | 1.8% | 12,329 | 0.02% | $287,019 | |
| Advisory Services Network, LLC | 0.03% | 225 | 0% | $5,245 |