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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
851
Concourse Financial Group Securities
Alabama
$241K +$185K +3,856 +225%
DI
852
Diligent Investors
California
$239K -$86.5K -1,802 -25%
CCA
853
Checchi Capital Advisers
California
$238K -$80.3K -1,672 -23%
WAM
854
Weatherly Asset Management
California
$238K – – –
MMG
855
Monetary Management Group
Missouri
$237K -$113K -2,350 -30%
TPWA
856
TRUE Private Wealth Advisors
Oregon
$237K +$19.7K +411 +8%
BJL
857
Brighton Jones LLC
Washington
$233K +$17.2K +359 +7%
RC
858
RegentAtlantic Capital
New Jersey
$231K -$27.1K -565 -10%
1SB
859
1ST Source Bank
Indiana
$231K +$256K +5,327 New
LRPA
860
L. Roy Papp & Associates
Arizona
$229K – – –
Lido Advisors
861
Lido Advisors
California
$228K -$9.22K -192 -4%
SWA
862
Sutton Wealth Advisors
Florida
$224K +$22.6K +470 +10%
P
863
&Partners
Tennessee
$222K +$246K +5,133 New
GWS
864
Glassman Wealth Services
Virginia
$221K – – –
SBA
865
Secrest Blakey & Associates
North Carolina
$219K +$243K +5,053 New
GT
866
Greenleaf Trust
Michigan
$218K +$241K +5,022 New
MFG
867
Monte Financial Group
Connecticut
$217K +$240K +5,007 New
CSPIA
868
Cary Street Partners Investment Advisory
Virginia
$217K +$241K +5,022 New
WJA
869
Williams Jones & Associates
New York
$216K +$21.8K +455 +10%
SFG
870
SevenBridge Financial Group
Pennsylvania
$210K -$42.7K -889 -15%
BWA
871
BDO Wealth Advisors
Florida
$210K +$71.3K +1,485 +44%
AF
872
Advisornet Financial
Minnesota
$208K -$20.6K -429 -8%
BP
873
Ballentine Partners
Massachusetts
$208K +$6.24K +130 +3%
BWP
874
Bernardo Wealth Planning
Pennsylvania
$207K +$229K +4,768 New
WG
875
Winton Group
United Kingdom
$206K -$30.7K -640 -12%