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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
926
Bar Harbor Wealth Management
New Hampshire
$374K -$4.75K -105 -1%
BL
927
Balentine LLC
Georgia
$368K -$713K -15,739 -67%
SFM
928
Systematic Financial Management
New Jersey
$367K
AW
929
ACG Wealth
Georgia
$366K -$7.74K -171 -2%
FA
930
FMA Advisory
Pennsylvania
$365K -$82.2K -1,815 -19%
CIC
931
Cornercap Investment Counsel
Georgia
$362K -$2.61M -57,759 -90%
SEIA
932
Signature Estate & Investment Advisors
California
$360K +$2.99K +66 +0.9%
AssetMark Inc
933
AssetMark Inc
California
$360K +$61.9K +1,368 +22%
JSC
934
Jackson Square Capital
California
$360K +$332K +7,323 +4,068%
CCP
935
Cassia Capital Partners
North Carolina
$360K +$340K +7,511 New
DWM
936
Doyle Wealth Management
Florida
$359K +$61.8K +1,366 +22%
CNAM
937
Campbell Newman Asset Management
Wisconsin
$355K -$671K -14,827 -67%
NGA
938
Naples Global Advisors
Florida
$355K -$25.8K -569 -7%
SAA
939
Southeast Asset Advisors
Georgia
$355K
JFGIW
940
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$355K +$336K +7,413 New
BWM
941
BT Wealth Management
Georgia
$352K -$40.7K -900 -11%
MW
942
MBL Wealth
North Carolina
$352K +$332K +7,341 New
VIA
943
Vident Investment Advisory
Georgia
$351K +$41.3K +913 +14%
RPG
944
Resource Planning Group
Georgia
$350K
SVWAG
945
Sound View Wealth Advisors Group
Georgia
$348K -$14.9K -330 -4%
WSCM
946
Wellington Shields Capital Management
New York
$347K -$9.05K -200 -3%
APG
947
Abacus Planning Group
South Carolina
$346K
CAM
948
Cozad Asset Management
Illinois
$346K +$8.38K +185 +3%
FAIM
949
Financial Advocates Investment Management
Washington
$346K +$12.3K +272 +4%
PH
950
Pinnacle Holdings
Oklahoma
$346K -$2.76K -61 -0.8%