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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PI
851
Putnam Investments
Massachusetts
$314K -$22.7K -603 -7%
BWM
852
BT Wealth Management
Georgia
$314K +$36.7K +974 +13%
BCM
853
Brookstone Capital Management
Illinois
$313K -$5.92K -157 -2%
IFWM
854
Institute for Wealth Management
Colorado
$311K -$301 -8 -0.1%
FCFC
855
First Commonwealth Financial Corp
Pennsylvania
$310K +$5.69K +151 +2%
SW
856
SVB Wealth
Massachusetts
$309K -$77.3K -2,053 -20%
GHA
857
GW Henssler & Associates
Georgia
$309K +$306K +8,115 New
BMC
858
Benin Management Corp
Connecticut
$308K -$46.2K -1,225 -13%
FSA
859
Franklin Street Advisors
North Carolina
$307K -$41.6K -1,103 -12%
EMG
860
ETF Managers Group
New Jersey
$307K +$18.5K +491 +6%
QIM
861
Quantitative Investment Management
Virginia
$306K -$1.35M -35,881 -82%
AWM
862
Altium Wealth Management
New York
$306K -$18K -477 -6%
AWE
863
Avidian Wealth Enterprises
Texas
$306K +$5.16K +137 +2%
Simplex Trading
864
Simplex Trading
Illinois
$306K +$304K +8,062 New
NGA
865
Naples Global Advisors
Florida
$303K -$28.9K -766 -9%
FMT
866
First Mercantile Trust
Tennessee
$303K -$22.3K -591 -9%
DSN
867
D. Scott Neal
Kentucky
$303K – – –
BHWM
868
Bar Harbor Wealth Management
New Hampshire
$301K – – –
CWC
869
Carolinas Wealth Consulting
North Carolina
$300K -$64.1K -1,702 -18%
MMPW
870
Mitchell McLeod Pugh & Williams
Alabama
$300K – – –
AW
871
ACG Wealth
Georgia
$297K +$23.1K +613 +9%
SHA
872
Seneca House Advisors
Virginia
$296K -$13K -344 -4%
CWM
873
Cahaba Wealth Management
Georgia
$296K +$2.3K +61 +0.8%
Vanguard Personalized Indexing Management
874
Vanguard Personalized Indexing Management
California
$296K +$86.7K +2,300 +42%
Cetera Investment Advisers
875
Cetera Investment Advisers
Illinois
$292K -$25.1K -667 -8%