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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PI
901
Putnam Investments
Massachusetts
$251K -$102M -2,146,621 -100%
GFPC
902
Global Financial Private Capital
Florida
$251K -$16.4K -347 -4%
WA
903
WBH Advisory
Maryland
$250K -$14.7K -310 -4%
AWM
904
Avior Wealth Management
Nebraska
$250K +$311K +6,584 +425%
SFM
905
Signet Financial Management
New Jersey
$248K -$2.74K -58 -0.8%
SHA
906
Seneca House Advisors
Virginia
$247K -$82.8K -1,750 -18%
DSN
907
D. Scott Neal
Kentucky
$246K – – –
HC
908
Henshaw Capital
Massachusetts
$246K – – –
OWA
909
Outlook Wealth Advisors
Texas
$244K +$21.8K +460 +6%
EF
910
Empirical Finance
Pennsylvania
$244K +$132K +2,796 +55%
APG
911
Abacus Planning Group
South Carolina
$243K -$105K -2,211 -22%
MMPW
912
Mitchell McLeod Pugh & Williams
Alabama
$243K +$48.8K +1,033 +15%
LIM
913
Loudon Investment Management
New Hampshire
$242K -$100K -2,125 -21%
VFP
914
Verus Financial Partners
Virginia
$240K -$29.6K -626 -7%
UBG
915
United Bank (Georgia)
Georgia
$240K – – –
OIA
916
OneDigital Investment Advisors
Kansas
$236K -$6.81K -144 -2%
SFM
917
Systematic Financial Management
New Jersey
$236K – – –
CWM
918
Cahaba Wealth Management
Georgia
$236K +$615 +13 +0.2%
P
919
&Partners
Tennessee
$236K +$37.2K +786 +11%
FSA
920
Fort Sheridan Advisors
Illinois
$234K +$47.3K +1,000 +15%
DWM
921
Doyle Wealth Management
Florida
$234K +$175K +3,700 +95%
LOPW
922
Live Oak Private Wealth
North Carolina
$233K +$97.6K +2,063 +37%
CT
923
Cambridge Trust
Massachusetts
$232K -$146K -3,082 -29%
Kayne Anderson Rudnick Investment Management
924
Kayne Anderson Rudnick Investment Management
California
$230K +$1.75K +37 +0.5%
AWM
925
Aevitas Wealth Management
Massachusetts
$229K -$24.8K -525 -7%