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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
901
Baker Tilly Wealth Management
Wisconsin
$591K +$563K +10,071 New
SWM
902
Sugarloaf Wealth Management
Georgia
$590K -$4.97K -89 -0.9%
MYIA
903
Mount Yale Investment Advisors
Colorado
$587K -$147K -2,635 -21%
AAI
904
American Assets Inc
California
$587K – – –
ESB
905
Essex Savings Bank
Connecticut
$585K +$2.23K +40 +0.4%
NB
906
NBT Bank
New York
$584K +$16.1K +288 +3%
BWA
907
BDO Wealth Advisors
Florida
$578K +$21K +375 +4%
Koshinski Asset Management
908
Koshinski Asset Management
Illinois
$578K +$53.8K +963 +11%
DCM
909
Dupont Capital Management
Delaware
$570K -$663K -11,862 -55%
CWC
910
Carolinas Wealth Consulting
North Carolina
$569K -$212K -3,787 -28%
MFW
911
Meristem Family Wealth
Minnesota
$565K +$127K +2,269 +26%
1WA
912
180 Wealth Advisors
Washington
$563K +$5.36K +96 +1%
1SB
913
1ST Source Bank
Indiana
$562K -$40.5K -725 -7%
QCM
914
Quest Capital Management
Texas
$562K +$24.7K +442 +5%
CFO
915
Collective Family Office
Pennsylvania
$560K -$34.1K -610 -6%
DE
916
Day & Ennis
Georgia
$558K – – –
NFG
917
Next Financial Group
Texas
$557K +$343K +6,132 +183%
MPIA
918
Mountain Pacific Investment Advisers
Idaho
$554K -$10K -179 -2%
SP
919
Symmetry Partners
Connecticut
$550K -$102K -1,826 -17%
PCA
920
Personal Capital Advisors
California
$550K +$1.73K +31 +0.3%
CAM
921
Cozad Asset Management
Illinois
$549K – – –
ANRIA
922
American National Registered Investment Advisor
Texas
$548K -$2.46K -44 -0.5%
SFA
923
Sequoia Financial Advisors
Ohio
$546K -$2.8M -50,138 -84%
VFP
924
Verus Financial Partners
Virginia
$545K +$17.7K +317 +4%
GIA
925
Gateway Investment Advisers
Ohio
$544K -$16.4K -293 -3%