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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FA
851
Fiducient Advisors
Illinois
$480K
AAI
852
American Assets Inc
California
$479K +$453K +10,000 New
FQ
853
First Quadrant
California
$477K -$174K -3,839 -28%
BHWM
854
Bay Harbor Wealth Management
Maryland
$476K
RMDI
855
R.M. Davis Inc
Maine
$473K +$16.8K +370 +4%
MSA
856
Marino Stram & Associates
Massachusetts
$472K +$169K +3,730 +61%
SBSB
857
Sullivan, Bruyette, Speros & Blaney
Virginia
$469K +$27.5K +608 +7%
SWM
858
Sugarloaf Wealth Management
Georgia
$467K -$7.42K -164 -2%
IA
859
IFG Advisory
Georgia
$467K +$12.6K +279 +3%
PIM
860
Penobscot Investment Management
Massachusetts
$465K -$36.7K -810 -8%
SCM
861
Shelton Capital Management
Colorado
$465K -$14.8K -326 -3%
SBH
862
Segall Bryant & Hamill
Illinois
$463K -$1.04K -23 -0.2%
OWA
863
Outlook Wealth Advisors
Texas
$463K +$21.2K +468 +5%
SFA
864
Sequoia Financial Advisors
Ohio
$462K +$45.4K +1,002 +12%
IWC
865
Integrated Wealth Concepts
Massachusetts
$461K -$17.6K -389 -4%
GHA
866
GW Henssler & Associates
Georgia
$457K +$63.9K +1,411 +17%
VWA
867
V Wealth Advisors
Kansas
$457K +$431K +9,528 New
BS
868
Boenning & Scattergood
Pennsylvania
$456K -$28K -618 -6%
DE
869
Day & Ennis
Georgia
$456K
ANRIA
870
American National Registered Investment Advisor
Texas
$453K
Koshinski Asset Management
871
Koshinski Asset Management
Illinois
$453K +$23.6K +522 +6%
EMG
872
ETF Managers Group
New Jersey
$451K +$55.6K +1,227 +15%
AWM
873
Altium Wealth Management
New York
$451K +$62.1K +1,371 +17%
BCM
874
Birmingham Capital Management
Alabama
$448K
Vanguard Personalized Indexing Management
875
Vanguard Personalized Indexing Management
California
$448K +$70.8K +1,563 +20%