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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
876
Outlook Wealth Advisors
Texas
$696K +$16.7K +274 +2%
CPSAC
877
Chas P. Smith & Associates (CPS)
Florida
$694K +$244 +4 +0%
CI
878
Conning Inc
Connecticut
$694K +$79.3K +1,298 +12%
ADL
879
Asset Dedication LLC
California
$693K -$8.49K -139 -1%
EMG
880
ETF Managers Group
New Jersey
$693K +$34.5K +564 +5%
EHWM
881
Eads & Heald Wealth Management
Georgia
$691K +$36.7K +601 +5%
FFP
882
Forbes Financial Planning
Rhode Island
$691K +$721K +11,800 New
AssetMark Inc
883
AssetMark Inc
California
$690K +$210K +3,445 +41%
IWC
884
Integrated Wealth Concepts
Massachusetts
$688K -$13.5K -221 -2%
FAM
885
Formidable Asset Management
Ohio
$687K – – –
SWM
886
Sculati Wealth Management
Michigan
$683K – – –
MGP
887
Metis Global Partners
California
$681K +$711K +11,635 New
LSAG
888
Lake Street Advisors Group
New Hampshire
$673K +$702K +11,494 New
CCG
889
Cypress Capital Group
Florida
$662K -$130K -2,135 -16%
BFO
890
Biltmore Family Office
North Carolina
$662K +$20.3K +333 +3%
CIBC World Market
891
CIBC World Market
Ontario, Canada
$657K +$221K +3,623 +48%
SJL
892
Shayne & Jacobs LLC
Tennessee
$655K – – –
CWP
893
Curated Wealth Partners
California
$651K +$3.91K +64 +0.6%
MWM
894
Marietta Wealth Management
Georgia
$650K – – –
LS
895
Livforsakringsbolaget Skandia
Sweden
$649K -$409K -6,700 -38%
RIA
896
Realta Investment Advisors
Delaware
$647K -$8.98K -147 -1%
OCG
897
Opus Capital Group
Ohio
$647K – – –
CCA
898
Checchi Capital Advisers
California
$644K +$33K +540 +5%
BP
899
Ballentine Partners
Massachusetts
$643K – – –
CRI
900
Colonial River Investments
Virginia
$643K +$670K +10,974 New