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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SMM
801
Stadion Money Management
Georgia
$405K
PGWM
802
Parisi Gray Wealth Management
New Jersey
$405K +$36 +1 +0%
CCA
803
Checchi Capital Advisers
California
$401K -$2.27K -63 -0.6%
MWA
804
Meridian Wealth Advisors
Texas
$400K +$23.5K +653 +7%
CIC
805
Carnegie Investment Counsel
Ohio
$399K -$43.8K -1,215 -10%
TL
806
TrueWealth LLC
Georgia
$397K -$16.4K -454 -4%
AQR Capital Management
807
AQR Capital Management
Connecticut
$396K -$5.57M -154,545 -93%
MGWM
808
Marks Group Wealth Management
Minnesota
$396K +$66.3K +1,840 +21%
SC
809
Savant Capital
Illinois
$395K +$76K +2,110 +25%
RMDI
810
R.M. Davis Inc
Maine
$394K -$15.3K -426 -4%
GRQ
811
Gardner Russo & Quinn
Pennsylvania
$391K +$2.2K +61 +0.6%
BS
812
Boenning & Scattergood
Pennsylvania
$389K +$56.2K +1,560 +18%
RIM
813
Rampart Investment Management
Connecticut
$387K -$15.7K -436 -4%
NB
814
Nicolet Bankshares
Wisconsin
$385K +$370K +10,263 New
SW
815
SVB Wealth
Massachusetts
$382K -$483K -13,418 -57%
BAMF
816
BI Asset Management Fondsmaeglerselskab
Denmark
$382K +$366K +10,166 New
CG
817
Caprock Group
Idaho
$381K -$7.13K -198 -2%
BOTW
818
Bank of the West
California
$378K -$208K -5,772 -36%
FA
819
Fiducient Advisors
Illinois
$376K -$36K -1,000 -9%
SCM
820
Shelton Capital Management
Colorado
$376K -$16.5K -457 -4%
BHWM
821
Bay Harbor Wealth Management
Maryland
$373K -$3.64K -101 -1%
IA
822
IFG Advisory
Georgia
$370K -$25.7K -713 -7%
SWM
823
Sugarloaf Wealth Management
Georgia
$370K +$1.58K +44 +0.4%
NSB
824
Norway Savings Bank
Maine
$370K +$55.5K +1,540 +19%
OSAM
825
O'Shaughnessy Asset Management
Connecticut
$370K +$320K +8,886 +924%