| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 2.5% | -63% | $4,675,793 | +$741,238 | 144,493 | +19% | TRUIST FINANCIAL CORP | 31 Mar 2025 |
| Brookstone Capital Management | 0.91% | -96% | $1,611,296 | -$60,102,653 | 44,983 | -97% | Brookstone Capital Management, LLC | 30 Sep 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 3,710,630 | $132,737,588 | -$81,406,847 | $35.79 | 87 |
| 2025 Q2 | 6,992,155 | $239,752,815 | +$48,606,720 | $34.31 | 89 |
| 2025 Q1 | 5,562,073 | $180,153,206 | +$147,035,628 | $32.39 | 84 |
| 2024 Q4 | 955,577 | $31,802,047 | -$3,088,625 | $33.27 | 59 |
| 2024 Q3 | 1,025,156 | $33,364,467 | -$7,776,547 | $32.54 | 60 |
| 2024 Q2 | 1,264,618 | $40,125,512 | -$14,477,720 | $31.66 | 60 |
| 2024 Q1 | 1,675,992 | $51,635,983 | +$14,001,024 | $30.8 | 53 |
| 2023 Q4 | 1,217,560 | $35,876,061 | +$4,224,253 | $29.46 | 42 |
| 2023 Q3 | 1,077,196 | $29,633,972 | -$22,342,827 | $27.51 | 40 |
| 2023 Q2 | 1,886,934 | $52,459,454 | -$4,568,991 | $27.83 | 42 |
| 2023 Q1 | 2,060,672 | $54,777,885 | +$12,464,853 | $26.54 | 49 |
| 2022 Q4 | 1,650,111 | $43,425,171 | +$4,969,934 | $26.32 | 37 |
| 2022 Q3 | 1,332,867 | $34,526,439 | +$7,617,312 | $25.91 | 26 |
| 2022 Q2 | 1,038,717 | $27,192,039 | +$9,419,763 | $26.08 | 23 |
| 2022 Q1 | 670,096 | $18,673,179 | +$8,766,612 | $28.03 | 25 |
| 2021 Q4 | 360,767 | $10,084,064 | -$2,596,809 | $27.96 | 26 |
| 2021 Q3 | 425,591 | $11,716,452 | -$1,406,137 | $27.52 | 26 |
| 2021 Q2 | 472,304 | $12,954,005 | -$2,527,290 | $27.42 | 28 |
| 2021 Q1 | 563,330 | $15,142,768 | -$6,660,305 | $26.88 | 27 |
| 2020 Q4 | 775,518 | $20,216,462 | +$379,694 | $26.06 | 22 |
| 2020 Q3 | 793,260 | $19,900,626 | +$1,054,138 | $25.09 | 17 |
| 2020 Q2 | 757,797 | $18,467,905 | +$5,573,084 | $24.37 | 18 |
| 2020 Q1 | 534,022 | $12,085,000 | +$9,767,863 | $22.48 | 15 |
| 2019 Q4 | 99,138 | $2,315,000 | $23.35 | 1 |