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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LGA
751
Lebenthal Global Advisors
New York
$932K +$3.75K +76 +0.4%
LFA
752
Legacy Financial Advisors
Kentucky
$928K -$494 -10 -0%
TFA
753
Toth Financial Advisory
Virginia
$927K +$359K +7,259 +56%
UB
754
UMB Bank
Missouri
$923K -$939 -19 -0.1%
CL
755
CSS LLC
Illinois
$922K +$664K +13,430 +202%
RWB
756
RMR Wealth Builders
New Jersey
$921K -$12.8K -259 -1%
WF
757
Welch & Forbes
Massachusetts
$919K -$25.6K -518 -3%
SAI
758
Savvy Advisors Inc
New York
$912K +$95.3K +1,928 +11%
LCM
759
Leisure Capital Management
California
$906K -$8.3K -168 -0.8%
SIM
760
Sterling Investment Management
Arizona
$905K -$19K -385 -2%
CA
761
Carson Advisory
Georgia
$901K -$49.2K -995 -5%
TSWM
762
Triangle Securities Wealth Management
North Carolina
$897K -$77K -1,558 -7%
WG
763
Wealth Group
North Carolina
$896K +$13.9K +282 +1%
EWA
764
EP Wealth Advisors
California
$896K -$116K -2,357 -11%
TAM
765
Todd Asset Management
Kentucky
$895K +$2.82K +57 +0.3%
OFG
766
OmniStar Financial Group
North Carolina
$894K +$13.3K +270 +1%
NC
767
NewSquare Capital
Pennsylvania
$892K +$27.3K +552 +3%
WPA
768
West Paces Advisors
Georgia
$889K
FCM
769
Fourpath Capital Management
Oklahoma
$887K -$3.56K -72 -0.4%
IP
770
Ignite Planners
California
$882K +$17.6K +356 +2%
Dodge & Cox
771
Dodge & Cox
California
$880K
ECA
772
Elevated Capital Advisors
Utah
$880K +$106K +2,152 +13%
CA
773
Cornerstone Advisory
Maryland
$867K +$9.49K +192 +1%
DWA
774
Douglass Winthrop Advisors
New York
$867K
PTC
775
Private Trust Company
Ohio
$861K -$2.17K -44 -0.2%