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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
701
Capital Asset Advisory Services
Michigan
$711K -$62.4K -2,010 -9%
PA
702
Procyon Advisors
Connecticut
$705K -$4.44K -143 -0.6%
KLCM
703
KG&L Capital Management
Louisiana
$701K +$717K +23,099 New
API
704
Advisor Partners II
California
$698K -$391K -12,602 -35%
WFS
705
Widmann Financial Services
Maryland
$693K +$6.27K +202 +0.9%
NDSI
706
Newman Dignan & Sheerar Inc
Rhode Island
$693K -$307K -9,891 -30%
HW
707
Hancock Whitney
Mississippi
$683K +$387K +12,457 +124%
CAC
708
Certified Advisory Corp
Florida
$677K -$13.1K -421 -2%
PCM
709
Penserra Capital Management
California
$677K +$337K +10,864 +94%
O
710
Ossiam
France
$674K -$525K -16,907 -43%
WANY
711
Wealthspire Advisors (New York)
New York
$668K -$28.7K -924 -4%
MSA
712
Marino Stram & Associates
Massachusetts
$664K -$9.38K -302 -1%
Los Angeles Capital Management
713
Los Angeles Capital Management
California
$663K – – –
Vontobel Holding
714
Vontobel Holding
Switzerland
$661K +$26.5K +853 +4%
NBT
715
Northwest Bank & Trust
Iowa
$660K +$676K +21,770 New
Westfield Capital Management
716
Westfield Capital Management
Massachusetts
$659K +$675K +21,720 New
CA
717
Clearstead Advisors
Ohio
$654K +$24.5K +788 +4%
GLR
718
Great Lakes Retirement
Ohio
$653K +$30.3K +976 +5%
EOJOAM
719
E. Ohman J:or Asset Management
Sweden
$653K -$1.11M -35,600 -62%
SFG
720
Summit Financial Group
West Virginia
$648K – – –
PI
721
PEAK6 Investments
Illinois
$646K -$6.45M -207,802 -91%
TPW
722
Transatlantique Private Wealth
New York
$645K -$166K -5,343 -20%
LCM
723
Leisure Capital Management
California
$643K +$56K +1,802 +9%
CA
724
Carson Advisory
Georgia
$642K +$112K +3,622 +21%
BHPW
725
Beverly Hills Private Wealth
California
$642K +$323K +10,414 +109%