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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
676
PBMares Wealth Management
Virginia
$1.03M +$963K +26,333 New
WANY
677
Wealthspire Advisors (New York)
New York
$1.02M -$47.3K -1,292 -5%
FMWA
678
Forvis Mazars Wealth Advisors
Missouri
$1.02M -$182K -4,964 -16%
LA
679
LBP AM
France
$1.02M -$1.53M -41,918 -62%
RC
680
RBF Capital
California
$1.01M – – –
Lido Advisors
681
Lido Advisors
California
$1.01M +$302K +8,256 +47%
MS
682
Madden Securities
Texas
$1M -$54.9K -1,500 -6%
IWC
683
Integrated Wealth Concepts
Massachusetts
$994K -$11.3K -308 -1%
CFB
684
Cullen/Frost Bankers
Texas
$986K -$246K -6,735 -21%
MNBTD
685
Moody National Bank Trust Division
Texas
$984K -$106K -2,906 -10%
TIAA Trust, National Association
686
TIAA Trust, National Association
North Carolina
$977K -$21.1K -576 -2%
SAMT
687
Select Asset Management & Trust
Pennsylvania
$973K – – –
WCBA
688
Weaver C. Barksdale & Associates
Tennessee
$972K -$7.5K -205 -0.8%
KLCM
689
KG&L Capital Management
Louisiana
$971K -$74.4K -2,035 -8%
SVWAG
690
Sound View Wealth Advisors Group
Georgia
$966K -$13.4K -365 -1%
BIM
691
Bridges Investment Management
Nebraska
$961K – – –
Wolverine Trading
692
Wolverine Trading
Illinois
$960K -$1.93M -52,805 -68%
GWM
693
Glass Wealth Management
Texas
$959K +$900K +24,595 New
LAS
694
Lloyd Advisory Services
Georgia
$954K +$607K +16,602 +211%
LWAM
695
Legacy Wealth Asset Management
Minnesota
$951K +$6.58K +180 +0.7%
TCOTS
696
Trust Company of the South
North Carolina
$949K -$63.1K -1,725 -7%
RFG
697
RFP Financial Group
Georgia
$948K +$37.9K +1,037 +4%
SFG
698
Summit Financial Group
West Virginia
$946K – – –
CFCI
699
Comprehensive Financial Consultants Institutional
Indiana
$944K +$7.1K +194 +0.8%
HI
700
Horizon Investments
North Carolina
$941K +$3.77K +103 +0.4%