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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CCMW
851
Cypress Capital Management (Wyoming)
Wyoming
$14K – – –
BWL
852
Bogart Wealth LLC
Virginia
$14K +$13.8K +300 New
CP
853
Corbenic Partners
Pennsylvania
$13K – – –
WT
854
Whittier Trust
California
$12K – – –
TRCT
855
Tower Research Capital (TRC)
New York
$11K -$3.26K -71 -24%
FCMT
856
Founders Capital Management (Texas)
Texas
$11K – – –
SGAM
857
Smith Group Asset Management
Texas
$11K – – –
TG
858
TLP Group
Illinois
$11K +$10.9K +238 New
TWA
859
TCI Wealth Advisors
Arizona
$10K -$644 -14 -6%
PMFA
860
Plante Moran Financial Advisors
Michigan
$10K – – –
HR
861
Howe & Rusling
New York
$9K +$322 +7 +4%
TFO
862
Tarbox Family Office
California
$9K +$2.25K +49 +33%
GBT
863
Grove Bank & Trust
Florida
$8K – – –
FPS
864
Fieldpoint Private Securities
Connecticut
$7K +$6.9K +150 New
RIA
865
RPG Investment Advisory
California
$7K +$7.13K +155 New
LWA
866
Lowe Wealth Advisors
Maryland
$6K – – –
LA
867
Legacy Advisors
Pennsylvania
$6K +$6.07K +132 New
OFW
868
Omnia Family Wealth
Florida
$5K -$8.04K -175 -64%
CRC
869
Curi RMB Capital
Illinois
$5K +$2.16K +47 +82%
RWM
870
Raffa Wealth Management
District of Columbia
$4.69K – – –
BWM
871
Baystate Wealth Management
Massachusetts
$4K -$63K -1,370 -94%
MSFP
872
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
WAS
873
WESPAC Advisors SoCal
California
$4K – – –
IAS
874
INR Advisory Services
Pennsylvania
$4K +$46 +1 +1%
BL
875
Balentine LLC
Georgia
$3K – – –