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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CG
751
Colony Group
Massachusetts
$774K -$614K -14,057 -38%
BCV
752
Banque Cantonale Vaudoise
Switzerland
$772K – – –
WFS
753
Widmann Financial Services
Maryland
$771K +$4.41K +101 +0.4%
MWM
754
Meridian Wealth Management
Kentucky
$768K -$53.4K -1,223 -5%
LNWWM
755
Laird Norton Wetherby Wealth Management
California
$765K -$144K -3,295 -13%
HTC
756
Haverford Trust Company
Pennsylvania
$765K -$11.4M -262,223 -92%
IA
757
IFP Advisors
Florida
$762K -$1.16M -26,670 -66%
MSA
758
Marino Stram & Associates
Massachusetts
$757K +$60.1K +1,376 +7%
SAMT
759
Select Asset Management & Trust
Pennsylvania
$754K +$655K +15,000 +211%
MAS
760
Meeder Advisory Services
Ohio
$752K -$56.7K -1,299 -6%
MIM
761
MTM Investment Management
South Carolina
$748K -$183K -4,189 -16%
Los Angeles Capital Management
762
Los Angeles Capital Management
California
$745K -$45M -1,030,578 -98%
SLI
763
Sumitomo Life Insurance
Japan
$734K -$9.6K -220 -1%
CG
764
Caprock Group
Idaho
$734K +$311K +7,118 +49%
SFG
765
Summit Financial Group
West Virginia
$729K – – –
IC
766
IEQ Capital
California
$725K +$378K +8,661 +69%
AF
767
Allworth Financial
California
$725K -$73.9K -1,694 -7%
FBT
768
First Bankers Trust
Kentucky
$723K +$39.2K +899 +4%
SFP
769
Shepherd Financial Partners
Massachusetts
$720K +$2.31K +53 +0.3%
PA
770
Profund Advisors
Maryland
$717K -$189K -4,332 -17%
Vontobel Holding
771
Vontobel Holding
Switzerland
$714K -$111K -2,533 -11%
CA
772
Clearstead Advisors
Ohio
$707K +$33.5K +768 +4%
Lido Advisors
773
Lido Advisors
California
$706K +$115K +2,634 +15%
FTDI
774
First Trust Direct Indexing
Massachusetts
$705K -$4.45K -102 -0.5%
CCA
775
Cravens & Co Advisors
Tennessee
$705K -$203K -4,653 -18%