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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
826
ProVise Management Group
Florida
$274K -$248 -5 -0.1%
AAM
827
American Asset Management
Florida
$272K -$19.8K -400 -7%
B
828
Barings
North Carolina
$272K
EFSCE
829
Enterprise Financial Services Corp (EFSC)
Missouri
$271K -$1.19K -24 -0.5%
BCA
830
Bay Colony Advisors
Massachusetts
$268K +$249K +5,023 New
GFPC
831
Global Financial Private Capital
Florida
$267K +$11.1K +223 +5%
BOPW
832
Brandywine Oak Private Wealth
Pennsylvania
$267K +$13.3K +269 +6%
EWM
833
Evercore Wealth Management
New York
$265K +$246K +4,969 New
AF
834
Advisornet Financial
Minnesota
$264K +$40.9K +826 +20%
DAM
835
Doheny Asset Management
California
$262K +$11.2K +225 +5%
ANTB
836
AMG National Trust Bank
Colorado
$259K -$105K -2,123 -30%
SFG
837
SevenBridge Financial Group
Pennsylvania
$259K
FIM
838
Frontier Investment Management
Texas
$257K +$239K +4,818 New
DIM
839
DC Investments Management
Virginia
$256K +$237K +4,790 New
BWP
840
Bernardo Wealth Planning
Pennsylvania
$254K
SWMG
841
Strategic Wealth Management Group
Maryland
$253K -$80.2K -1,619 -25%
AA
842
AlphaMark Advisors
Kentucky
$252K
RPA
843
Rock Point Advisors
Vermont
$252K +$6.44K +130 +3%
GEA
844
Glen Eagle Advisors
New Jersey
$252K +$545 +11 +0.2%
EWA
845
ERTS Wealth Advisors
Michigan
$251K +$233K +4,705 New
FWCM
846
First Western Capital Management
California
$250K -$53.8K -1,085 -19%
GT
847
Greenleaf Trust
Michigan
$248K +$13.9K +281 +6%
JAM
848
Jolley Asset Management
North Carolina
$247K +$229K +4,625 New
Lido Advisors
849
Lido Advisors
California
$246K -$3.12K -63 -1%
SS
850
Simplicity Solutions
Minnesota
$244K -$192K -3,882 -46%