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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
676
Spire Wealth Management
Virginia
$885K -$526K -13,937 -38%
DEA
677
DoubleLine ETF Adviser
Florida
$884K -$38.2K -1,011 -4%
SL
678
Salomon & Ludwin
Virginia
$880K -$310K -8,211 -27%
GWA
679
Gratus Wealth Advisors
Virginia
$879K -$326K -8,643 -29%
FSA
680
Financial Security Advisor
Virginia
$876K -$481K -12,744 -36%
SC
681
SouthState Corp
Florida
$872K -$20.3K -537 -2%
BTC
682
Bank & Trust Company
Illinois
$871K +$847K +22,429 New
NBT
683
Northwest Bank & Trust
Iowa
$871K +$51.7K +1,369 +7%
WAOTB
684
Wealth Advisors of Tampa Bay
Florida
$870K +$18.5K +490 +2%
MCM
685
Monument Capital Management
Virginia
$867K
CAC
686
Certified Advisory Corp
Florida
$865K +$2.72K +72 +0.3%
PT
687
Plimoth Trust
Massachusetts
$863K -$28.2K -746 -3%
MSA
688
Marino Stram & Associates
Massachusetts
$858K -$755 -20 -0.1%
RA
689
RFG Advisory
Alabama
$855K -$212K -5,610 -20%
HAI
690
Hennessy Advisors Inc
California
$855K +$264K +7,000 +47%
Vontobel Holding
691
Vontobel Holding
Switzerland
$850K -$38.9K -1,030 -4%
CAAS
692
Capital Asset Advisory Services
Michigan
$846K +$2.15K +57 +0.3%
CMANY
693
Capital Management Associates (New York)
New York
$842K -$11.1K -293 -1%
LCWP
694
Legacy Capital Wealth Partners
Arkansas
$842K +$818K +21,666 New
PIM
695
Penobscot Investment Management
Massachusetts
$841K +$1.6M +42,350 New
SCA
696
STALEY CAPITAL ADVISERS
Pennsylvania
$835K
MWM
697
Meridian Wealth Management
Kentucky
$833K +$810K +21,453 New
CA
698
Carson Advisory
Georgia
$827K -$26.4K -700 -3%
BPA
699
Beacon Pointe Advisors
California
$824K -$723K -19,142 -47%
ACM
700
AlphaStar Capital Management
North Carolina
$820K -$6.5K -172 -0.8%