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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
726
Sheets Smith Wealth Management
North Carolina
$936K +$94.3K +1,960 +10%
FSA
727
Franklin Street Advisors
North Carolina
$932K +$111K +2,301 +12%
AWM
728
Aprio Wealth Management
Georgia
$928K -$43.3K -899 -4%
BIA
729
BHK Investment Advisors
Alabama
$927K +$2.89K +60 +0.3%
CG
730
Caprock Group
Idaho
$926K -$208K -4,320 -17%
FBT
731
First Bankers Trust
Kentucky
$926K +$44.1K +917 +5%
MCCP
732
Mission Creek Capital Partners
California
$924K -$14.4K -300 -1%
MA
733
Mutual Advisors
Nebraska
$924K +$20K +416 +2%
IC
734
Inverness Counsel
New York
$921K +$103K +2,145 +11%
SFP
735
Shepherd Financial Partners
Massachusetts
$914K +$16.4K +340 +2%
SFG
736
Summit Financial Group
West Virginia
$911K
OPS
737
Orion Portfolio Solutions
Nebraska
$910K +$251K +5,226 +33%
VFA
738
Valeo Financial Advisors
Indiana
$903K +$121K +2,505 +14%
NB
739
Nicolet Bankshares
Wisconsin
$901K -$50.2K -1,044 -5%
Vontobel Holding
740
Vontobel Holding
Switzerland
$897K -$85.5K -1,778 -8%
MSA
741
Marino Stram & Associates
Massachusetts
$896K +$95.8K +1,992 +11%
LFA
742
Legacy Financial Advisors
Kentucky
$894K +$15.3K +319 +2%
WIM
743
WealthPlan Investment Management
Nebraska
$889K +$1.02M +21,256 New
IAIM
744
Industrial Alliance Investment Management
Quebec, Canada
$887K -$15.9K -330 -2%
TMAM
745
Tokio Marine Asset Management
Japan
$883K +$135K +2,796 +16%
MA
746
MAS Advisors
Florida
$879K
OFG
747
OmniStar Financial Group
North Carolina
$879K +$2.84K +59 +0.3%
WANY
748
Wealthspire Advisors (New York)
New York
$874K -$133K -2,774 -12%
CA
749
Clearstead Advisors
Ohio
$874K -$59.3K -1,232 -6%
WIC
750
Woodmont Investment Counsel
Tennessee
$873K -$22K -457 -2%