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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
851
FSB Premier Wealth Management
Iowa
$628K -$21.5K -366 -3%
BFO
852
Biltmore Family Office
North Carolina
$626K -$171K -2,906 -20%
MCM
853
MAI Capital Management
Ohio
$624K -$17.3K -295 -3%
CM
854
Capula Management
Cayman Islands
$623K +$659K +11,218 New
SJL
855
Shayne & Jacobs LLC
Tennessee
$621K
PL
856
Parthenon LLC
Kentucky
$617K
MWM
857
Marietta Wealth Management
Georgia
$616K
AII
858
AGF Investments Inc
Ontario, Canada
$615K -$16.9K -288 -3%
BP
859
Ballentine Partners
Massachusetts
$614K +$4.05K +69 +0.6%
EWM
860
Evermay Wealth Management
Virginia
$613K +$313K +5,320 +93%
SP
861
Symmetry Partners
Connecticut
$608K -$76K -1,294 -11%
CRI
862
Colonial River Investments
Virginia
$607K -$3.47K -59 -0.5%
RIA
863
Realta Investment Advisors
Delaware
$603K +$1.12K +19 +0.2%
IWC
864
Integrated Wealth Concepts
Massachusetts
$602K +$28.7K +489 +5%
AWMT
865
AAFMAA Wealth Management & Trust
North Carolina
$601K
B
866
Barings
North Carolina
$599K -$567K -9,648 -47%
HH
867
Hilltop Holdings
Texas
$599K +$83.5K +1,421 +15%
CA
868
CSM Advisors
Pennsylvania
$599K +$634K +10,791 New
NRA
869
NSI Retail Advisors
Pennsylvania
$599K +$634K +10,791 New
Vanguard Personalized Indexing Management
870
Vanguard Personalized Indexing Management
California
$598K +$89.2K +1,519 +16%
AWM
871
Altavista Wealth Management
North Carolina
$595K
TMAM
872
Tokio Marine Asset Management
Japan
$594K +$71.9K +1,224 +13%
IA
873
IFP Advisors
Florida
$589K -$142K -2,409 -19%
PMAS
874
PNC Managed Account Solutions
Texas
$589K +$624K +10,621 New
GRQ
875
Gardner Russo & Quinn
Pennsylvania
$588K +$2.41K +41 +0.4%