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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
876
Concourse Financial Group Securities
Alabama
$715K -$28.2K -456 -3%
VCM
877
Virtue Capital Management
Tennessee
$714K +$167K +2,698 +27%
AWC
878
Abundance Wealth Counselors
Pennsylvania
$714K +$369K +5,970 +90%
First Manhattan
879
First Manhattan
New York
$706K -$1.11K -18 -0.1%
SP
880
Successful Portfolios
Florida
$702K
EWA
881
Exencial Wealth Advisors
Oklahoma
$701K -$327K -5,287 -30%
GC
882
Gratus Capital
Georgia
$695K
BC
883
Bartlett & Co
Ohio
$689K -$18.5K -299 -2%
BCWM
884
Bartlett & Co Wealth Management
Ohio
$689K -$18.5K -299 -2%
NEAM
885
New England Asset Management
Connecticut
$686K -$98.2K -1,590 -12%
RCG
886
Resource Consulting Group
Florida
$685K
LWP
887
Lumature Wealth Partners
Georgia
$682K
RW
888
Rede Wealth
Virginia
$678K +$185 +3 +0%
CFCI
889
Comprehensive Financial Consultants Institutional
Indiana
$676K -$14.2K -230 -2%
PFA
890
Pathway Financial Advisors
Vermont
$673K
WA
891
WBH Advisory
Maryland
$673K +$23K +372 +3%
FTC
892
Farmers Trust Company
Ohio
$672K -$127K -2,058 -15%
CPSAC
893
Chas P. Smith & Associates (CPS)
Florida
$672K +$247 +4 +0%
IWC
894
Integrated Wealth Concepts
Massachusetts
$671K +$5.31K +86 +0.7%
CCG
895
Cypress Capital Group
Florida
$671K +$31.9K +517 +5%
OWA
896
Outlook Wealth Advisors
Texas
$670K -$4.94K -80 -0.7%
SPC
897
Sigma Planning Corp
Michigan
$670K +$101K +1,629 +16%
ESCM
898
Echo Street Capital Management
New York
$670K +$297K +4,810 +69%
FFP
899
Forbes Financial Planning
Rhode Island
$669K
CI
900
Conning Inc
Connecticut
$668K -$4.94K -80 -0.7%