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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FMN
876
Financial Management Network
California
$607K +$1.45K +37 +0.3%
RPC
877
Rossmore Private Capital
Connecticut
$607K -$5.2K -133 -0.9%
AW
878
Alteri Wealth
California
$605K +$44.1K +1,126 +9%
EWA
879
Exencial Wealth Advisors
Oklahoma
$604K +$31K +792 +6%
ACP
880
Aviance Capital Partners
Florida
$604K +$43.7K +1,118 +9%
PWM
881
Prosperity Wealth Management
California
$603K
FMI
882
F/M Investments
District of Columbia
$603K -$29.5K -754 -5%
CIC
883
Chilton Investment Company
Connecticut
$603K +$41.9K +1,070 +8%
YP
884
YANKCOM Partnership
South Dakota
$602K +$7.2K +184 +1%
MMHP
885
Murphy Middleton Hinkle & Parker
Georgia
$600K
FFO
886
Fiduciary Family Office
Florida
$600K -$346K -8,838 -39%
WPC
887
Wedmont Private Capital
Pennsylvania
$598K +$81.2K +2,075 +19%
CAU
888
Caxton Associates (UK)
$595K -$572K -14,620 -51%
NW
889
NewEdge Wealth
Pennsylvania
$595K -$207K -5,282 -28%
HPM
890
Hoxton Planning & Management
West Virginia
$594K +$9.63K +246 +2%
AWM
891
Adams Wealth Management
Utah
$594K +$540K +13,812 New
CI
892
CacheTech Inc
Utah
$594K +$540K +13,812 New
GIA
893
Gladstone Institutional Advisory
Florida
$591K +$34.6K +884 +7%
PCG
894
Prosperity Consulting Group
Maryland
$583K +$8.72K +223 +2%
GWANC
895
Guardian Wealth Advisors (North Carolina)
North Carolina
$581K -$10.1K -257 -2%
PH
896
Pinnacle Holdings
Oklahoma
$581K
Koshinski Asset Management
897
Koshinski Asset Management
Illinois
$581K +$54.1K +1,382 +11%
KA
898
Klingman & Associates
New York
$580K +$68.4K +1,747 +15%
EIA
899
Eastover Investment Advisors
North Carolina
$580K
IWM
900
IHT Wealth Management
Illinois
$577K -$94.1K -2,405 -15%