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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
601
Bleakley Financial Group
New Jersey
$1.64M +$44.1K +988 +3%
NRS
602
Neville Rodie & Shaw
New York
$1.63M +$254K +5,695 +18%
OHWP
603
Oak Harbor Wealth Partners
North Carolina
$1.62M -$54.7K -1,226 -3%
SCA
604
Stonebridge Capital Advisors
Minnesota
$1.6M -$391K -8,751 -19%
TMAM
605
Tokio Marine Asset Management
Japan
$1.6M +$53.9K +1,208 +3%
PFS
606
Physicians Financial Services
North Carolina
$1.6M +$13.4K +300 +0.8%
JSSH
607
J. Safra Sarasin Holding
$1.6M -$213K -4,768 -11%
WA
608
Wealth Alliance
New York
$1.59M -$37.9K -849 -2%
SJIM
609
St. Johns Investment Management
Florida
$1.59M -$13.1K -294 -0.8%
CNC
610
Citizens & Northern Corp
Pennsylvania
$1.59M +$40.5K +907 +3%
TCPW
611
Twin City Private Wealth
North Carolina
$1.58M +$36.9K +826 +2%
JCM
612
Jacobi Capital Management
Pennsylvania
$1.58M +$20.7K +464 +1%
BCP
613
Berkeley Capital Partners
Georgia
$1.57M -$20.9K -469 -1%
FPGT
614
Financial Partners Group (Tennessee)
Tennessee
$1.53M -$28.9K -647 -2%
HAG
615
HF Advisory Group
Maryland
$1.52M +$526K +11,789 +51%
MWM
616
Mindset Wealth Management
Indiana
$1.52M -$77.5K -1,736 -5%
SFA
617
Sequoia Financial Advisors
Ohio
$1.52M +$27.5K +616 +2%
BPA
618
Beacon Pointe Advisors
California
$1.52M +$898K +20,126 +135%
RCM
619
Raleigh Capital Management
North Carolina
$1.52M -$42.1K -943 -3%
BCA
620
Bray Capital Advisors
Florida
$1.52M -$53.6K -1,202 -3%
AI
621
Arvest Investments
Arkansas
$1.51M -$103K -2,310 -6%
OIA
622
OneDigital Investment Advisors
Kansas
$1.47M +$31.1K +697 +2%
William Blair & Company
623
William Blair & Company
Illinois
$1.47M -$56.9K -1,276 -4%
WANY
624
Wealthspire Advisors (New York)
New York
$1.46M +$335K +7,507 +29%
EBWM
625
Eagle Bluffs Wealth Management
Missouri
$1.45M -$78.9K -1,767 -5%