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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
ECG
851
Edge Capital Group
Georgia
$484K -$194K -4,293 -30%
EHWM
852
Eads & Heald Wealth Management
Georgia
$482K -$180K -3,982 -28%
PCA
853
Personal Capital Advisors
California
$482K +$15.5K +342 +4%
SC
854
Savant Capital
Illinois
$481K -$19.9K -440 -4%
FA
855
Fiducient Advisors
Illinois
$480K – – –
AAI
856
American Assets Inc
California
$479K +$453K +10,000 New
FQ
857
First Quadrant
California
$477K -$174K -3,839 -28%
BHWM
858
Bay Harbor Wealth Management
Maryland
$476K – – –
RMDI
859
R.M. Davis Inc
Maine
$473K +$16.8K +370 +4%
MSA
860
Marino Stram & Associates
Massachusetts
$472K +$169K +3,730 +61%
SBSB
861
Sullivan, Bruyette, Speros & Blaney
Virginia
$469K +$27.5K +608 +7%
SWM
862
Sugarloaf Wealth Management
Georgia
$467K -$7.42K -164 -2%
IA
863
IFG Advisory
Georgia
$467K +$12.6K +279 +3%
PIM
864
Penobscot Investment Management
Massachusetts
$465K -$36.7K -810 -8%
SCM
865
Shelton Capital Management
Colorado
$465K -$14.8K -326 -3%
SBH
866
Segall Bryant & Hamill
Illinois
$463K -$1.04K -23 -0.2%
OWA
867
Outlook Wealth Advisors
Texas
$463K +$21.2K +468 +5%
SFA
868
Sequoia Financial Advisors
Ohio
$462K +$45.4K +1,002 +12%
IWC
869
Integrated Wealth Concepts
Massachusetts
$461K -$17.6K -389 -4%
GHA
870
GW Henssler & Associates
Georgia
$457K +$63.9K +1,411 +17%
VWA
871
V Wealth Advisors
Kansas
$457K +$431K +9,528 New
BS
872
Boenning & Scattergood
Pennsylvania
$456K -$28K -618 -6%
DE
873
Day & Ennis
Georgia
$456K – – –
ANRIA
874
American National Registered Investment Advisor
Texas
$453K – – –
Koshinski Asset Management
875
Koshinski Asset Management
Illinois
$453K +$23.6K +522 +6%