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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
776
Midland Wealth Advisors
Illinois
$762K -$96.2K -2,278 -11%
BFW
777
Brady Family Wealth
Missouri
$755K
CCP
778
Cunning Capital Partners
North Carolina
$748K
APC
779
Aspire Private Capital
North Carolina
$747K +$94.6K +2,240 +15%
FHA
780
First Horizon Advisors
Tennessee
$744K -$142K -3,364 -16%
IAS
781
Insigneo Advisory Services
Florida
$743K +$165K +3,908 +29%
LWAM
782
Legacy Wealth Asset Management
Minnesota
$741K -$1.65K -39 -0.2%
CFGS
783
Concourse Financial Group Securities
Alabama
$741K +$148K +3,498 +25%
IP
784
Ignite Planners
California
$738K -$22.5K -533 -3%
PTC
785
Private Trust Company
Ohio
$734K +$68.9K +1,631 +11%
FOFP
786
Fee-Only Financial Planning
South Carolina
$733K -$116K -2,736 -14%
GF
787
Gabelli Funds
New York
$727K
Loomis, Sayles & Company
788
Loomis, Sayles & Company
Massachusetts
$725K +$639K +15,136 +836%
NAS
789
Nicolet Advisory Services
Wisconsin
$725K -$14.4K -340 -2%
CCM
790
Canal Capital Management
Virginia
$725K -$14K -332 -2%
MGIA
791
Moneta Group Investment Advisors
Missouri
$724K -$35.3K -837 -5%
EIA
792
Eastover Investment Advisors
North Carolina
$724K
MFT
793
Moisand Fitzgerald Tamayo
Florida
$723K
PA
794
Procyon Advisors
Connecticut
$719K -$25.1K -594 -3%
RPC
795
Rossmore Private Capital
Connecticut
$719K
FCM
796
Fourpath Capital Management
Oklahoma
$716K +$27.1K +642 +4%
IWA
797
Icon Wealth Advisors
Texas
$716K +$1.82K +43 +0.3%
OFG
798
OmniStar Financial Group
North Carolina
$712K +$465 +11 +0.1%
RMC
799
Resources Management Corp
Connecticut
$710K
PVI
800
Pine Valley Investments
New Jersey
$710K