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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CPWA
851
Cerro Pacific Wealth Advisors
California
$768K +$22.2K +482 +3%
RWM
852
Riverbend Wealth Management
South Carolina
$766K +$19.4K +422 +3%
Fisher Asset Management
853
Fisher Asset Management
Washington
$763K +$312K +6,778 +78%
MMPW
854
Mitchell McLeod Pugh & Williams
Alabama
$762K +$64.6K +1,402 +11%
PPWM
855
Paragon Private Wealth Management
Kentucky
$761K +$119K +2,583 +20%
FHC
856
First Horizon Corporation
Tennessee
$757K +$52.1K +1,132 +8%
SC
857
Syon Capital
California
$756K +$123K +2,662 +21%
PWM
858
Pines Wealth Management
North Carolina
$754K +$12.3K +268 +2%
WWA
859
WCG Wealth Advisors
Nevada
$751K +$703K +15,269 New
AFP
860
Ausdal Financial Partners
Iowa
$748K +$1.98K +43 +0.3%
FWA
861
FSM Wealth Advisors
Ohio
$747K +$553 +12 +0.1%
BB
862
Busey Bank
Illinois
$746K +$38.3K +832 +6%
CWM
863
Centurion Wealth Management
Virginia
$744K +$7.88K +171 +1%
CWA
864
Centennial Wealth Advisory
Michigan
$740K +$322 +7 +0%
CRC
865
Curi RMB Capital
Illinois
$739K -$43.4K -942 -6%
XSC
866
X-Square Capital
Puerto Rico
$736K +$14.3K +311 +2%
MNBTD
867
Moody National Bank Trust Division
Texas
$735K -$254K -5,519 -27%
AWMS
868
Advocacy Wealth Management Services
Georgia
$734K +$9.3K +202 +1%
ISL
869
Ingalls & Snyder LLC
New York
$734K -$212K -4,594 -24%
SCP
870
Sivia Capital Partners
California
$731K +$59.5K +1,293 +10%
PIFP
871
Partners in Financial Planning
Virginia
$729K
WCM
872
Washington Capital Management
Washington
$728K -$101K -2,200 -13%
S
873
Sunpointe
Missouri
$727K +$7.97K +173 +1%
AAP
874
Arax Advisory Partners
Colorado
$727K -$2.24M -48,642 -77%
SVWAG
875
Sound View Wealth Advisors Group
Georgia
$726K -$616K -13,366 -48%