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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
901
R.M. Davis Inc
Maine
$547K -$27.4K -500 -5%
PCA
902
Personal Capital Advisors
California
$546K -$37.4K -683 -7%
HH
903
Hilltop Holdings
Texas
$546K +$33.8K +617 +7%
Parallax Volatility Advisers
904
Parallax Volatility Advisers
California
$545K -$7.55M -137,688 -94%
VFP
905
Verus Financial Partners
Virginia
$545K +$46.1K +842 +10%
BPA
906
Beacon Pointe Advisors
California
$544K +$24K +437 +5%
FA
907
Faithward Advisors
Pennsylvania
$543K -$65.2K -1,189 -11%
CAC
908
Certified Advisory Corp
Florida
$540K +$507K +9,255 New
Vanguard Personalized Indexing Management
909
Vanguard Personalized Indexing Management
California
$539K -$4.88K -89 -1%
LSAG
910
Lake Street Advisors Group
New Hampshire
$537K +$4.77K +87 +1%
JSC
911
Jackson Square Capital
California
$531K +$87.9K +1,603 +21%
Koshinski Asset Management
912
Koshinski Asset Management
Illinois
$529K -$20.7K -378 -4%
1WA
913
180 Wealth Advisors
Washington
$528K +$19.4K +354 +4%
LOPW
914
Live Oak Private Wealth
North Carolina
$525K -$725K -13,222 -60%
PIM
915
Penobscot Investment Management
Massachusetts
$525K -$37.8K -690 -7%
XWM
916
Xcel Wealth Management
Florida
$523K
MSFS
917
Main Street Financial Solutions
Pennsylvania
$517K -$148K -2,707 -23%
SC
918
Savant Capital
Illinois
$517K -$64.5K -1,177 -12%
BWA
919
BDO Wealth Advisors
Florida
$513K -$28.3K -517 -6%
AFM
920
Andesa Financial Management
Pennsylvania
$512K +$23.3K +426 +5%
AWE
921
Avidian Wealth Enterprises
Texas
$512K +$28.5K +520 +6%
CIM
922
CIM Investment Management
Pennsylvania
$511K -$20.3K -371 -4%
ARMC
923
American Research & Management Company
Massachusetts
$511K -$19.8K -361 -4%
IFWM
924
Institute for Wealth Management
Colorado
$511K -$6.08K -111 -1%
AL
925
Aspiriant LLC
California
$511K +$5.87K +107 +1%