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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
EMG
876
ETF Managers Group
New Jersey
$693K +$34.5K +564 +5%
EHWM
877
Eads & Heald Wealth Management
Georgia
$691K +$36.7K +601 +5%
FFP
878
Forbes Financial Planning
Rhode Island
$691K +$721K +11,800 New
AssetMark Inc
879
AssetMark Inc
California
$690K +$210K +3,445 +41%
IWC
880
Integrated Wealth Concepts
Massachusetts
$688K -$13.5K -221 -2%
FAM
881
Formidable Asset Management
Ohio
$687K
SWM
882
Sculati Wealth Management
Michigan
$683K
MGP
883
Metis Global Partners
California
$681K +$711K +11,635 New
LSAG
884
Lake Street Advisors Group
New Hampshire
$673K +$702K +11,494 New
CCG
885
Cypress Capital Group
Florida
$662K -$130K -2,135 -16%
BFO
886
Biltmore Family Office
North Carolina
$662K +$20.3K +333 +3%
CIBC World Market
887
CIBC World Market
Ontario, Canada
$657K +$221K +3,623 +48%
SJL
888
Shayne & Jacobs LLC
Tennessee
$655K
CWP
889
Curated Wealth Partners
California
$651K +$3.91K +64 +0.6%
MWM
890
Marietta Wealth Management
Georgia
$650K
LS
891
Livforsakringsbolaget Skandia
Sweden
$649K -$409K -6,700 -38%
RIA
892
Realta Investment Advisors
Delaware
$647K -$8.98K -147 -1%
OCG
893
Opus Capital Group
Ohio
$647K
CCA
894
Checchi Capital Advisers
California
$644K +$33K +540 +5%
BP
895
Ballentine Partners
Massachusetts
$643K
CRI
896
Colonial River Investments
Virginia
$643K +$670K +10,974 New
LOPW
897
Live Oak Private Wealth
North Carolina
$642K -$382K -6,247 -36%
FCFC
898
First Commonwealth Financial Corp
Pennsylvania
$641K +$3.54K +58 +0.5%
CWC
899
Carolinas Wealth Consulting
North Carolina
$641K +$75.8K +1,241 +13%
HT
900
HighTower Trust
Texas
$641K +$669K +10,943 New