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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
GLI
901
Guardian Life Insurance
New York
$106K +$1.54K +30 +1%
AssetMark Inc
902
AssetMark Inc
California
$105K -$1.39K -27 -1%
MYIA
903
Mount Yale Investment Advisors
Colorado
$104K -$14.4K -281 -12%
WTC
904
WhitTier Trust Company
Nevada
$104K – – –
ZB
905
Zions Bancorporation
Utah
$102K +$107K +2,092 New
WB
906
Webster Bank
Connecticut
$99K – – –
PA
907
Parallel Advisors
California
$97K – – –
RA
908
Rational Advisors
New York
$94K +$69.5K +1,355 +235%
PCM
909
Prelude Capital Management
New York
$91K -$493K -9,610 -84%
KA
910
Kaizen Advisory
Illinois
$90K – – –
AIM
911
Advantage Investment Management
Iowa
$87K +$33.9K +660 +58%
SWM
912
Selective Wealth Management
Virginia
$86K +$91.3K +1,779 New
CFGS
913
Concourse Financial Group Securities
Alabama
$83K +$87.8K +1,710 New
PCG
914
Private Capital Group
Connecticut
$82K -$8.83K -172 -9%
VCM
915
Versant Capital Management
Arizona
$82K -$2.98K -58 -3%
TFS
916
TrustCore Financial Services
Tennessee
$80K – – –
AF
917
Allworth Financial
California
$79K – – –
WVP
918
Worth Venture Partners
New Jersey
$76K -$191K -3,730 -71%
SCM
919
Silvant Capital Management
Georgia
$76K – – –
WTB
920
Washington Trust Bank
Washington
$73K -$33.4K -651 -30%
CAW
921
Cornerstone Advisors (Washington)
Washington
$71K +$12.3K +240 +20%
PH
922
Pinnacle Holdings
Oklahoma
$70K – – –
MRCM
923
M&R Capital Management
New Jersey
$69K – – –
MIM
924
Macroview Investment Management
Maryland
$68K – – –
FRA
925
Front Row Advisors
California
$65K – – –