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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
676
Laird Norton Wetherby Wealth Management
California
$885K -$23.7K -627 -3%
PA
677
Profund Advisors
Maryland
$885K -$39.4K -1,044 -4%
SWM
678
Spire Wealth Management
Virginia
$885K -$526K -13,937 -38%
DEA
679
DoubleLine ETF Adviser
Florida
$884K -$38.2K -1,011 -4%
SL
680
Salomon & Ludwin
Virginia
$880K -$310K -8,211 -27%
GWA
681
Gratus Wealth Advisors
Virginia
$879K -$326K -8,643 -29%
FSA
682
Financial Security Advisor
Virginia
$876K -$481K -12,744 -36%
SC
683
SouthState Corp
Florida
$872K -$20.3K -537 -2%
BTC
684
Bank & Trust Company
Illinois
$871K +$847K +22,429 New
NBT
685
Northwest Bank & Trust
Iowa
$871K +$51.7K +1,369 +7%
WAOTB
686
Wealth Advisors of Tampa Bay
Florida
$870K +$18.5K +490 +2%
MCM
687
Monument Capital Management
Virginia
$867K – – –
CAC
688
Certified Advisory Corp
Florida
$865K +$2.72K +72 +0.3%
PT
689
Plimoth Trust
Massachusetts
$863K -$28.2K -746 -3%
MSA
690
Marino Stram & Associates
Massachusetts
$858K -$755 -20 -0.1%
RA
691
RFG Advisory
Alabama
$855K -$212K -5,610 -20%
HAI
692
Hennessy Advisors Inc
California
$855K +$264K +7,000 +47%
Vontobel Holding
693
Vontobel Holding
Switzerland
$850K -$38.9K -1,030 -4%
CAAS
694
Capital Asset Advisory Services
Michigan
$846K +$2.15K +57 +0.3%
CMANY
695
Capital Management Associates (New York)
New York
$842K -$11.1K -293 -1%
LCWP
696
Legacy Capital Wealth Partners
Arkansas
$842K +$818K +21,666 New
PIM
697
Penobscot Investment Management
Massachusetts
$841K +$1.6M +42,350 New
SCA
698
STALEY CAPITAL ADVISERS
Pennsylvania
$835K – – –
MWM
699
Meridian Wealth Management
Kentucky
$833K +$810K +21,453 New
CA
700
Carson Advisory
Georgia
$827K -$26.4K -700 -3%