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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
726
Carson Wealth (CWM LLC)
Nebraska
$443K +$366K +7,504 +1,554%
SLAM
727
Swiss Life Asset Management
$441K +$463K +9,492 New
ANRIA
728
American National Registered Investment Advisor
Texas
$440K -$1.85K -38 -0.4%
DWM
729
Dakota Wealth Management
Florida
$436K -$54.9K -1,125 -11%
FB
730
Fulton Bank
Pennsylvania
$435K +$66.8K +1,369 +17%
BWA
731
BlueSky Wealth Advisors
North Carolina
$431K – – –
SFM
732
Signet Financial Management
New Jersey
$429K – – –
PBO
733
Peoples Bank (Ohio)
Ohio
$428K -$31.7K -650 -7%
NB
734
Northwest Bancshares
Pennsylvania
$428K – – –
IAMOG
735
Investors Asset Management of Georgia
Georgia
$427K – – –
QPWM
736
Quadrant Private Wealth Management
Pennsylvania
$426K -$127K -2,613 -22%
MFG
737
Monte Financial Group
Connecticut
$421K +$197K +4,047 +81%
MPWT
738
MassMutual Private Wealth & Trust
Connecticut
$420K -$3.66K -75 -0.8%
HSA
739
HBK Sorce Advisory
Pennsylvania
$417K +$9.32K +191 +2%
LWAC
740
Laurel Wealth Advisors (California)
California
$414K +$75.7K +1,552 +21%
CM
741
Capital Management
Virginia
$412K +$410K +8,400 New
GLA
742
Good Life Advisors
Pennsylvania
$406K -$112K -2,295 -21%
JCM
743
Jacobi Capital Management
Pennsylvania
$405K -$5.22K -107 -1%
BW
744
Bison Wealth
Georgia
$402K +$10.2K +209 +2%
LOAME
745
Lombard Odier Asset Management (Europe)
United Kingdom
$401K – – –
AssetMark Inc
746
AssetMark Inc
California
$400K -$21.2K -434 -5%
LNC
747
Lincoln National Corp
Pennsylvania
$397K +$76.9K +1,576 +23%
HB
748
Homrich & Berg
Georgia
$396K -$1.76K -36 -0.4%
MA
749
Minerva Advisors
Pennsylvania
$395K -$375K -7,682 -48%
SG Americas Securities
750
SG Americas Securities
New York
$394K -$4.77M -97,755 -92%