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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
651
Inlet Private Wealth
Florida
$543K +$602K +12,532 New
MWM
652
Meridian Wealth Management
Kentucky
$540K
BFEC
653
Benjamin F. Edwards & Company
Missouri
$539K +$40.6K +845 +7%
VIA
654
Vident Investment Advisory
Georgia
$539K +$598K +12,448 New
AAS
655
Avantax Advisory Services
Texas
$538K +$594K +12,364 New
VanEck Associates
656
VanEck Associates
New York
$537K +$11.4K +238 +2%
FAAS
657
First Allied Advisory Services
California
$533K -$18.9K -393 -3%
TAIM
658
TD Ameritrade Investment Management
Nebraska
$530K +$247K +5,136 +72%
LMIM
659
Lockheed Martin Investment Management
Maryland
$529K +$586K +12,200 New
PG
660
Pendal Group
Australia
$528K -$3.61M -75,193 -85%
GJIC
661
Gamble Jones Investment Counsel
California
$526K +$60.5K +1,261 +12%
RB
662
Rodgers Brothers
Pennsylvania
$524K +$38.5K +803 +7%
FANJ
663
Financial Architects (New Jersey)
New Jersey
$523K
CCG
664
Cypress Capital Group
Florida
$523K +$37.5K +782 +7%
NGA
665
Naples Global Advisors
Florida
$520K +$165K +3,438 +44%
DDC
666
DF Dent & Co
Maryland
$511K
BCWM
667
Bartlett & Co Wealth Management
Ohio
$510K
BC
668
Bartlett & Co
Ohio
$510K
QPWM
669
Quadrant Private Wealth Management
Pennsylvania
$509K -$41.3K -860 -7%
DWM
670
Dakota Wealth Management
Florida
$509K
IRF
671
IBM Retirement Fund
New York
$507K -$50.5K -1,052 -8%
VWA
672
V Wealth Advisors
Kansas
$507K -$48K -1,000 -8%
SBSB
673
Sullivan, Bruyette, Speros & Blaney
Virginia
$507K +$204K +4,246 +57%
AT
674
Arden Trust
Delaware
$505K -$29.6K -616 -5%
RMDI
675
R.M. Davis Inc
Maine
$504K -$91.3K -1,901 -14%