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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SHA
901
Seneca House Advisors
Virginia
$247K -$82.8K -1,750 -18%
DSN
902
D. Scott Neal
Kentucky
$246K
HC
903
Henshaw Capital
Massachusetts
$246K
OWA
904
Outlook Wealth Advisors
Texas
$244K +$21.8K +460 +6%
EF
905
Empirical Finance
Pennsylvania
$244K +$132K +2,796 +55%
APG
906
Abacus Planning Group
South Carolina
$243K -$105K -2,211 -22%
MMPW
907
Mitchell McLeod Pugh & Williams
Alabama
$243K +$48.8K +1,033 +15%
LIM
908
Loudon Investment Management
New Hampshire
$242K -$100K -2,125 -21%
VFP
909
Verus Financial Partners
Virginia
$240K -$29.6K -626 -7%
UBG
910
United Bank (Georgia)
Georgia
$240K
OIA
911
OneDigital Investment Advisors
Kansas
$236K -$6.81K -144 -2%
SFM
912
Systematic Financial Management
New Jersey
$236K
CWM
913
Cahaba Wealth Management
Georgia
$236K +$615 +13 +0.2%
P
914
&Partners
Tennessee
$236K +$37.2K +786 +11%
FSA
915
Fort Sheridan Advisors
Illinois
$234K +$47.3K +1,000 +15%
DWM
916
Doyle Wealth Management
Florida
$234K +$175K +3,700 +95%
LOPW
917
Live Oak Private Wealth
North Carolina
$233K +$97.6K +2,063 +37%
CT
918
Cambridge Trust
Massachusetts
$232K -$146K -3,082 -29%
Kayne Anderson Rudnick Investment Management
919
Kayne Anderson Rudnick Investment Management
California
$230K +$1.75K +37 +0.5%
AWM
920
Aevitas Wealth Management
Massachusetts
$229K -$24.8K -525 -7%
SEIA
921
Signature Estate & Investment Advisors
California
$229K
FA
922
FCG Advisors
New Jersey
$228K -$34.9K -738 -9%
AW
923
ACG Wealth
Georgia
$228K +$13.8K +291 +4%
RFM
924
Royal Fund Management
Florida
$227K -$4.07M -86,025 -92%
SP
925
Successful Portfolios
Florida
$227K