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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FAP
701
Financial Advisory Partners
Florida
$1.15M +$1.19M +24,180 New
PIFP
702
Partners in Financial Planning
Virginia
$1.14M -$89.1K -1,806 -7%
TNA
703
True North Advisors
Texas
$1.13M -$159K -3,228 -12%
BCP
704
Berkeley Capital Partners
Georgia
$1.13M +$274K +5,560 +30%
CAG
705
Csenge Advisory Group
Florida
$1.12M +$131K +2,663 +13%
SWM
706
Spire Wealth Management
Virginia
$1.11M -$672K -13,634 -37%
SBIA
707
Sheaff Brock Investment Advisors
Indiana
$1.11M +$4.93K +100 +0.4%
SS
708
Simplicity Solutions
Minnesota
$1.11M +$199K +4,043 +21%
CAC
709
Certified Advisory Corp
Florida
$1.1M -$23.9K -484 -2%
DAS
710
Dynamic Advisor Solutions
Arizona
$1.1M +$15.9K +323 +1%
NFG
711
Norris Financial Group
South Carolina
$1.09M +$1.13M +22,993 New
WANY
712
Wealthspire Advisors (New York)
New York
$1.08M -$32K -649 -3%
MGP
713
Metis Global Partners
California
$1.08M +$84.9K +1,721 +8%
WFS
714
Widmann Financial Services
Maryland
$1.07M +$22.3K +453 +2%
VFA
715
Voya Financial Advisors
Connecticut
$1.07M +$232K +4,699 +26%
EWA
716
EP Wealth Advisors
California
$1.07M +$133K +2,689 +14%
Vontobel Holding
717
Vontobel Holding
Switzerland
$1.06M -$28.8K -584 -3%
AF
718
Allworth Financial
California
$1.06M +$959K +19,447 +682%
LIM
719
Loudon Investment Management
New Hampshire
$1.06M +$476K +9,645 +76%
AWM
720
Aprio Wealth Management
Georgia
$1.05M +$8.88K +180 +0.8%
AT
721
American Trust
Kentucky
$1.05M -$109K -2,220 -9%
FTDI
722
First Trust Direct Indexing
Massachusetts
$1.04M -$152K -3,084 -12%
SC
723
Searle & Co
Connecticut
$1.04M -$5.67K -115 -0.5%
VWA
724
V Wealth Advisors
Kansas
$1.03M +$574K +11,634 +115%
BL
725
Balentine LLC
Georgia
$1.03M -$466K -9,446 -30%