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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
801
Prosperity Consulting Group
Maryland
$785K +$28.9K +584 +4%
PIFP
802
Partners in Financial Planning
Virginia
$785K +$112K +2,263 +15%
PT
803
Plimoth Trust
Massachusetts
$784K -$50.4K -1,020 -6%
VFA
804
Valeo Financial Advisors
Indiana
$784K -$92.1K -1,863 -10%
HPC
805
HM Payson & Co
Maine
$784K -$3.51K -71 -0.4%
VanEck Associates
806
VanEck Associates
New York
$783K +$39.2K +793 +5%
EWA
807
EverSource Wealth Advisors
Alabama
$783K +$59K +1,195 +8%
IWA
808
Inspirion Wealth Advisors
Illinois
$781K – – –
JSSH
809
J. Safra Sarasin Holding
$779K -$219K -4,429 -21%
SSWM
810
Smith Salley Wealth Management
North Carolina
$779K -$40.7K -823 -5%
NGA
811
Naples Global Advisors
Florida
$778K -$8.89K -180 -1%
CHC
812
City Holding Co
West Virginia
$776K – – –
CWP
813
Cyndeo Wealth Partners
Florida
$776K -$21.3K -431 -2%
WC
814
Waterloo Capital
Texas
$774K -$24.7K -499 -3%
SC
815
SummitTX Capital
Texas
$774K +$575K +11,634 +224%
BFIM
816
Beese Fulmer Investment Management
Ohio
$774K -$31.8K -643 -4%
CFB
817
Cullen/Frost Bankers
Texas
$771K -$77.2K -1,563 -9%
LWAM
818
Legacy Wealth Asset Management
Minnesota
$771K +$6.97K +141 +0.8%
MW
819
MBL Wealth
North Carolina
$768K +$47.1K +953 +6%
LCM
820
Landscape Capital Management
New Jersey
$766K -$183K -3,706 -18%
PPWP
821
Premier Path Wealth Partners
New Jersey
$765K +$121K +2,449 +17%
AWA
822
Aaron Wealth Advisors
Illinois
$765K -$24.8K -502 -3%
AWA
823
Adapt Wealth Advisors
Georgia
$763K – – –
HI
824
Harbour Investments
Wisconsin
$757K +$364K +7,371 +81%
MNBTD
825
Moody National Bank Trust Division
Texas
$757K +$75.9K +1,537 +10%