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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
QCM
801
Quest Capital Management
Texas
$359K +$129K +2,724 +31%
PAS
802
Park Avenue Securities
New York
$356K -$910K -19,252 -63%
Lido Advisors
803
Lido Advisors
California
$356K -$520K -10,988 -49%
TF
804
TLWM Financial
Texas
$356K +$4.54K +96 +0.8%
WA
805
Wealth Alliance
New York
$356K +$26.7K +564 +5%
FA
806
Faithward Advisors
Pennsylvania
$354K
AWA
807
Arete Wealth Advisors
Illinois
$352K -$107K -2,263 -17%
BMC
808
Benin Management Corp
Connecticut
$351K -$14.2K -300 -3%
FAM
809
Formidable Asset Management
Ohio
$350K
PCM
810
Penserra Capital Management
California
$348K +$259K +5,471 +131%
EWM
811
Evermay Wealth Management
Virginia
$345K -$289K -6,107 -35%
SJL
812
Shayne & Jacobs LLC
Tennessee
$345K
PL
813
Parthenon LLC
Kentucky
$343K -$7.09K -150 -1%
TL
814
TrueWealth LLC
Georgia
$340K -$138K -2,913 -21%
FA
815
Fiducient Advisors
Illinois
$340K
KWM
816
Keebeck Wealth Management
Illinois
$340K +$257K +5,435 +97%
RMDI
817
R.M. Davis Inc
Maine
$337K +$3.17K +67 +0.6%
MFG
818
Monte Financial Group
Connecticut
$335K -$38.1K -805 -7%
CCA
819
Checchi Capital Advisers
California
$335K -$11.1K -235 -2%
AWM
820
Altavista Wealth Management
North Carolina
$335K
Cerity Partners
821
Cerity Partners
New York
$334K -$375K -7,928 -42%
PFA
822
Pathway Financial Advisors
Vermont
$334K
SMM
823
Stadion Money Management
Georgia
$333K -$5.11K -108 -1%
PGWM
824
Parisi Gray Wealth Management
New Jersey
$332K +$47 +1 +0%
RIM
825
Rampart Investment Management
Connecticut
$331K -$256K -5,421 -34%