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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
851
International Assets Investment Management
Florida
$714K -$76.2K -1,543 -9%
MAG
852
Mayfair Advisory Group
Alabama
$712K – – –
RWM
853
Riverbend Wealth Management
South Carolina
$712K -$4K -81 -0.5%
WCM
854
Washington Capital Management
Washington
$709K +$31.1K +630 +4%
FWA
855
FSM Wealth Advisors
Ohio
$709K +$12.3K +248 +2%
TCM
856
Teza Capital Management
Illinois
$709K +$86.5K +1,750 +13%
FHC
857
First Horizon Corporation
Tennessee
$708K +$346 +7 +0%
XSC
858
X-Square Capital
Puerto Rico
$705K +$19.3K +390 +3%
CNTOF
859
Canandaigua National Trust of Florida
New York
$701K -$240K -4,854 -24%
IAS
860
Insigneo Advisory Services
Florida
$698K -$143K -2,886 -16%
PCM
861
Polymer Capital Management
New York
$697K -$2.63M -53,229 -78%
EW
862
Evoke Wealth
California
$696K +$408K +8,266 +120%
CPWA
863
Cerro Pacific Wealth Advisors
California
$694K -$25.3K -511 -3%
VAM
864
Virtue Asset Management
Illinois
$693K +$384K +7,767 +106%
PCM
865
PAR Capital Management
Massachusetts
$690K +$741K +15,000 New
BB
866
Busey Bank
Illinois
$689K -$8.3K -168 -1%
Vontobel Holding
867
Vontobel Holding
Switzerland
$688K +$73.5K +1,487 +11%
ISL
868
Ingalls & Snyder LLC
New York
$686K – – –
CAS
869
CTC Alternative Strategies
Illinois
$685K +$737K +14,905 New
IWA
870
Icon Wealth Advisors
Texas
$684K +$840 +17 +0.1%
WPC
871
Wedmont Private Capital
Pennsylvania
$684K -$69.4K -1,404 -9%
CWM
872
Centurion Wealth Management
Virginia
$683K -$13K -263 -2%
PAM
873
Panagora Asset Management
Massachusetts
$680K +$11.1K +224 +2%
BHBT
874
Burke & Herbert Bank & Trust
Virginia
$680K -$144K -2,910 -16%
SVWAG
875
Sound View Wealth Advisors Group
Georgia
$678K +$148 +3 +0%