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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
GHA
801
GW Henssler & Associates
Georgia
$850K +$20.7K +473 +2%
LFA
802
Legacy Financial Advisors
Kentucky
$836K -$48.5K -1,106 -5%
CCP
803
Cassia Capital Partners
North Carolina
$829K +$348K +7,936 +70%
BTW
804
Boston Trust Walden
Massachusetts
$827K -$4.17K -95 -0.5%
FSA
805
Franklin Street Advisors
North Carolina
$822K -$101K -2,300 -11%
WIM
806
WealthPlan Investment Management
Nebraska
$819K -$201K -4,579 -22%
BC
807
Bridgefront Capital
Texas
$814K +$830K +18,923 New
WP
808
WealthPLAN Partners
Nebraska
$814K +$732K +16,677 New
HSA
809
HBK Sorce Advisory
Pennsylvania
$811K +$359K +8,182 +77%
SW
810
SVB Wealth
Massachusetts
$811K +$32.2K +734 +4%
DEA
811
DoubleLine ETF Adviser
Florida
$806K +$822K +18,734 New
IF
812
Intrua Financial
Texas
$805K +$239K +5,447 +48%
IMOV
813
Investment Management of Virginia
Virginia
$803K -$36.2K -826 -4%
GA
814
Greenspring Advisors
Maryland
$802K -$34.9K -796 -4%
CL
815
CSS LLC
Illinois
$801K – – –
ACL
816
Applied Capital LLC
Florida
$800K +$815K +18,588 New
AWM
817
Atticus Wealth Management
Florida
$800K -$113K -2,582 -12%
AIP
818
Ameritas Investment Partners
Nebraska
$797K – – –
SFS
819
Sowell Financial Services
Arkansas
$795K +$811K +18,483 New
GLR
820
Great Lakes Retirement
Ohio
$785K +$800K +18,236 New
IWM
821
IHT Wealth Management
Illinois
$784K -$40.4K -922 -5%
MYLI
822
Meiji Yasuda Life Insurance
Japan
$784K -$4.39K -100 -0.5%
ECG
823
Edge Capital Group
Georgia
$783K -$23.2K -530 -3%
Lido Advisors
824
Lido Advisors
California
$778K +$2.46K +56 +0.3%
TPW
825
Transatlantique Private Wealth
New York
$771K +$21.6K +493 +3%