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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
451
Triangle Securities Wealth Management
North Carolina
$1.84M +$30.9K +1,006 +2%
MC
452
Moors & Cabot
Massachusetts
$1.84M +$64.2K +2,088 +3%
NHC
453
Nicholas Hoffman & Company
Georgia
$1.83M +$35.1K +1,142 +2%
LDB
454
Lee, Danner & Bass
Tennessee
$1.83M -$12.3K -400 -0.6%
UB
455
UMB Bank
Missouri
$1.82M -$254K -8,254 -11%
RIM
456
Redwood Investment Management
Arizona
$1.82M +$1.96M +63,603 New
OAM
457
Ostrum Asset Management
France
$1.81M -$411K -13,357 -17%
Jones Financial Companies
458
Jones Financial Companies
Missouri
$1.81M -$1.93M -62,638 -50%
CRM
459
Cramer Rosenthal McGlynn
Connecticut
$1.79M -$1.06M -34,399 -36%
PWS
460
Peloton Wealth Strategists
Indiana
$1.78M +$48.4K +1,575 +3%
AWM
461
Axxcess Wealth Management
California
$1.78M +$695K +22,608 +57%
CA
462
Cetera Advisors
Colorado
$1.77M +$148K +4,821 +8%
AIM
463
Achmea Investment Management
Netherlands
$1.76M -$144K -4,674 -7%
ISB
464
Iowa State Bank
Iowa
$1.76M +$15.7K +511 +0.8%
RWA
465
River Wealth Advisors
Pennsylvania
$1.76M -$36.8K -1,197 -2%
SWP
466
Stratos Wealth Partners
Ohio
$1.75M +$85.5K +2,781 +5%
BFEC
467
Benjamin F. Edwards & Company
Missouri
$1.74M +$146K +4,737 +8%
VI
468
Versor Investments
New York
$1.74M +$1.87M +60,700 New
VVP
469
Venture Visionary Partners
Ohio
$1.73M -$3.09M -100,351 -62%
GIM
470
Goelzer Investment Management
Indiana
$1.72M -$3.57K -116 -0.2%
PPW
471
Parcion Private Wealth
Washington
$1.71M -$1.95M -63,402 -52%
PPWP
472
Proquility Private Wealth Partners
Nevada
$1.69M -$41.2K -1,341 -2%
CII
473
Capital International Inc
California
$1.68M -$12.9K -421 -0.7%
MGP
474
Metis Global Partners
California
$1.68M +$300K +9,745 +20%
SL
475
Salomon & Ludwin
Virginia
$1.65M -$8.95K -291 -0.5%