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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CA
826
Cornerstone Advisory
Maryland
$744K +$2.63K +59 +0.3%
SSWM
827
Sheets Smith Wealth Management
North Carolina
$744K +$490 +11 +0.1%
GFA
828
Gallagher Fiduciary Advisors
Illinois
$740K +$20.5K +460 +3%
I
829
INVST
Indiana
$739K -$23.3K -523 -3%
SWP
830
Sagespring Wealth Partners
Tennessee
$735K +$195K +4,378 +32%
JIC
831
Johnson Investment Counsel
Ohio
$733K +$202K +4,538 +34%
Vontobel Holding
832
Vontobel Holding
Switzerland
$733K -$145K -3,257 -15%
PVI
833
Pine Valley Investments
New Jersey
$730K +$579 +13 +0.1%
BFW
834
Brady Family Wealth
Missouri
$727K +$490 +11 +0.1%
FCB
835
First County Bank
Connecticut
$727K -$20.4K -458 -3%
IAS
836
Insigneo Advisory Services
Florida
$726K +$35.5K +796 +5%
MAG
837
Mayfair Advisory Group
Alabama
$724K
IP
838
Ignite Planners
California
$724K +$56.3K +1,264 +7%
OBAM
839
ODDO BHF Asset Management
France
$721K -$467K -10,490 -37%
VWM
840
Venturi Wealth Management
Texas
$720K +$31.6K +710 +4%
FHA
841
First Horizon Advisors
Tennessee
$719K +$15.6K +350 +2%
3IP
842
3Chopt Investment Partners
Virginia
$712K +$252K +5,660 +49%
SA
843
Strategic Advisors
New York
$704K
AC
844
AXQ Capital
New Jersey
$702K +$311K +6,989 +69%
PIM
845
Plato Investment Management
Australia
$699K +$182K +4,078 +32%
OFG
846
OmniStar Financial Group
North Carolina
$692K +$3.61K +81 +0.5%
FIM
847
Freedom Investment Management
Connecticut
$690K +$69.4K +1,558 +10%
CFG
848
Citizens Financial Group
Rhode Island
$688K +$92.6K +2,078 +14%
GF
849
Gabelli Funds
New York
$687K
EWA
850
EP Wealth Advisors
California
$684K +$106K +2,380 +17%