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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
676
Sheaff Brock Investment Advisors
Indiana
$690K
SFP
677
Shepherd Financial Partners
Massachusetts
$681K +$7.53K +245 +1%
WFS
678
Widmann Financial Services
Maryland
$680K +$28.8K +937 +4%
Vontobel Holding
679
Vontobel Holding
Switzerland
$680K +$60.2K +1,957 +9%
BW
680
Bison Wealth
Georgia
$678K -$18.7K -609 -3%
MCM
681
Monument Capital Management
Virginia
$665K -$11.2K -363 -2%
PP
682
Paloma Partners
Connecticut
$658K +$660K +21,479 +1,418%
IF
683
Intrua Financial
Texas
$653K -$31.4K -1,021 -4%
SSWM
684
Sheets Smith Wealth Management
North Carolina
$651K -$46.9K -1,525 -6%
SWS
685
SYSTM Wealth Solutions
Illinois
$649K -$688K -22,389 -50%
CFCI
686
Comprehensive Financial Consultants Institutional
Indiana
$649K +$119K +3,870 +21%
CAC
687
Certified Advisory Corp
Florida
$646K +$8.03K +261 +1%
AIM
688
Aigen Investment Management
New York
$645K -$1.55M -50,440 -69%
LCM
689
Leisure Capital Management
California
$644K +$40.6K +1,320 +6%
GLR
690
Great Lakes Retirement
Ohio
$643K +$30.1K +979 +5%
SSWM
691
Smith Salley Wealth Management
North Carolina
$640K -$115K -3,739 -14%
MSA
692
Marino Stram & Associates
Massachusetts
$638K +$13K +423 +2%
LCWP
693
Legacy Capital Wealth Partners
Arkansas
$632K +$680K +22,106 New
EGM
694
Engineers Gate Manager
New York
$624K -$340K -11,057 -34%
SA
695
Strategic Advisors
New York
$624K -$303K -9,867 -31%
HPC
696
HM Payson & Co
Maine
$621K -$102K -3,309 -13%
GFA
697
Gallagher Fiduciary Advisors
Illinois
$620K +$47.8K +1,556 +8%
CA
698
Carson Advisory
Georgia
$618K +$13.9K +452 +2%
SCA
699
STALEY CAPITAL ADVISERS
Pennsylvania
$615K +$92.5K +3,009 +16%
EOJOAM
700
E. Ohman J:or Asset Management
Sweden
$615K