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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CGL
801
Clarius Group LLC
Washington
$361K +$88K +1,862 +19%
SWM
802
Sculati Wealth Management
Michigan
$360K – – –
WIS
803
Wright Investors Service
Connecticut
$360K +$4.07K +86 +0.7%
QCM
804
Quest Capital Management
Texas
$359K +$129K +2,724 +31%
PAS
805
Park Avenue Securities
New York
$356K -$910K -19,252 -63%
Lido Advisors
806
Lido Advisors
California
$356K -$520K -10,988 -49%
TF
807
TLWM Financial
Texas
$356K +$4.54K +96 +0.8%
WA
808
Wealth Alliance
New York
$356K +$26.7K +564 +5%
FA
809
Faithward Advisors
Pennsylvania
$354K – – –
AWA
810
Arete Wealth Advisors
Illinois
$352K -$107K -2,263 -17%
BMC
811
Benin Management Corp
Connecticut
$351K -$14.2K -300 -3%
FAM
812
Formidable Asset Management
Ohio
$350K – – –
PCM
813
Penserra Capital Management
California
$348K +$259K +5,471 +131%
EWM
814
Evermay Wealth Management
Virginia
$345K -$289K -6,107 -35%
SJL
815
Shayne & Jacobs LLC
Tennessee
$345K – – –
PL
816
Parthenon LLC
Kentucky
$343K -$7.09K -150 -1%
TL
817
TrueWealth LLC
Georgia
$340K -$138K -2,913 -21%
FA
818
Fiducient Advisors
Illinois
$340K – – –
KWM
819
Keebeck Wealth Management
Illinois
$340K +$257K +5,435 +97%
RMDI
820
R.M. Davis Inc
Maine
$337K +$3.17K +67 +0.6%
MFG
821
Monte Financial Group
Connecticut
$335K -$38.1K -805 -7%
CCA
822
Checchi Capital Advisers
California
$335K -$11.1K -235 -2%
AWM
823
Altavista Wealth Management
North Carolina
$335K – – –
Cerity Partners
824
Cerity Partners
New York
$334K -$375K -7,928 -42%
PFA
825
Pathway Financial Advisors
Vermont
$334K – – –