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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
901
V Wealth Advisors
Kansas
$552K -$2.96K -54 -0.6%
CWM
902
Cahaba Wealth Management
Georgia
$552K +$44.1K +804 +9%
ANRIA
903
American National Registered Investment Advisor
Texas
$551K -$329 -6 -0.1%
AWG
904
Altus Wealth Group
Colorado
$550K +$16K +292 +3%
RMDI
905
R.M. Davis Inc
Maine
$547K -$27.4K -500 -5%
PCA
906
Personal Capital Advisors
California
$546K -$37.4K -683 -7%
HH
907
Hilltop Holdings
Texas
$546K +$33.8K +617 +7%
Parallax Volatility Advisers
908
Parallax Volatility Advisers
California
$545K -$7.55M -137,688 -94%
VFP
909
Verus Financial Partners
Virginia
$545K +$46.1K +842 +10%
BPA
910
Beacon Pointe Advisors
California
$544K +$24K +437 +5%
FA
911
Faithward Advisors
Pennsylvania
$543K -$65.2K -1,189 -11%
CAC
912
Certified Advisory Corp
Florida
$540K +$507K +9,255 New
Vanguard Personalized Indexing Management
913
Vanguard Personalized Indexing Management
California
$539K -$4.88K -89 -1%
LSAG
914
Lake Street Advisors Group
New Hampshire
$537K +$4.77K +87 +1%
JSC
915
Jackson Square Capital
California
$531K +$87.9K +1,603 +21%
Koshinski Asset Management
916
Koshinski Asset Management
Illinois
$529K -$20.7K -378 -4%
1WA
917
180 Wealth Advisors
Washington
$528K +$19.4K +354 +4%
LOPW
918
Live Oak Private Wealth
North Carolina
$525K -$725K -13,222 -60%
PIM
919
Penobscot Investment Management
Massachusetts
$525K -$37.8K -690 -7%
XWM
920
Xcel Wealth Management
Florida
$523K – – –
MSFS
921
Main Street Financial Solutions
Pennsylvania
$517K -$148K -2,707 -23%
SC
922
Savant Capital
Illinois
$517K -$64.5K -1,177 -12%
BWA
923
BDO Wealth Advisors
Florida
$513K -$28.3K -517 -6%
AFM
924
Andesa Financial Management
Pennsylvania
$512K +$23.3K +426 +5%
AWE
925
Avidian Wealth Enterprises
Texas
$512K +$28.5K +520 +6%