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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CA
926
Cornerstone Advisory
Maryland
$473K +$454K +8,390 New
BCP
927
Blue Chip Partners
Michigan
$468K -$130K -2,403 -22%
WA
928
WealthTrust Axiom
Pennsylvania
$468K +$67.4K +1,244 +18%
VVP
929
Venture Visionary Partners
Ohio
$468K +$450K +8,318 New
PAM
930
Premier Asset Management
Illinois
$466K +$448K +8,269 New
BOPW
931
Brandywine Oak Private Wealth
Pennsylvania
$465K +$176K +3,255 +65%
CG
932
Cynosure Group
Utah
$459K
FA
933
FCG Advisors
New Jersey
$459K +$2.49K +46 +0.6%
BWA
934
BDO Wealth Advisors
Florida
$459K +$83.3K +1,539 +23%
IFWM
935
Institute for Wealth Management
Colorado
$459K +$442K +8,155 New
MGWM
936
Marks Group Wealth Management
Minnesota
$457K +$439K +8,108 New
Cetera Investment Advisers
937
Cetera Investment Advisers
Illinois
$457K +$460K +8,496 New
GEA
938
Glen Eagle Advisors
New Jersey
$453K +$180K +3,326 +70%
LSAG
939
Lake Street Advisors Group
New Hampshire
$452K +$435K +8,032 New
MFG
940
Merit Financial Group
Georgia
$450K +$433K +7,993 New
DSN
941
D. Scott Neal
Kentucky
$449K
HC
942
Henshaw Capital
Massachusetts
$449K
AWM
943
Aevitas Wealth Management
Massachusetts
$448K -$460K -8,503 -52%
BB
944
Busey Bank
Illinois
$448K +$27.7K +511 +7%
MMG
945
Monetary Management Group
Missouri
$446K +$429K +7,916 New
BCP
946
Berkeley Capital Partners
Georgia
$446K +$429K +7,920 New
Carson Wealth (CWM LLC)
947
Carson Wealth (CWM LLC)
Nebraska
$443K
MYIA
948
Mount Yale Investment Advisors
Colorado
$441K +$463K +8,548 New
OIA
949
OneDigital Investment Advisors
Kansas
$440K +$83.7K +1,546 +25%
UBG
950
United Bank (Georgia)
Georgia
$439K +$422K +7,788 New