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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
NP
926
NorthRock Partners
Minnesota
$494K +$29.4K +500 +6%
Koshinski Asset Management
927
Koshinski Asset Management
Illinois
$493K -$10.6K -180 -2%
MSFS
928
Main Street Financial Solutions
Pennsylvania
$493K +$881 +15 +0.2%
HAG
929
HighPoint Advisor Group
Illinois
$492K +$150K +2,548 +40%
PBO
930
Peoples Bank (Ohio)
Ohio
$490K +$109K +1,859 +27%
CAC
931
Certified Advisory Corp
Florida
$489K -$26.3K -448 -5%
SW
932
SVB Wealth
Massachusetts
$489K +$6.11K +104 +1%
CIC
933
Chase Investment Counsel
Virginia
$489K +$518K +8,812 New
LIM
934
Longfellow Investment Management
Massachusetts
$488K -$290K -4,937 -36%
ARMC
935
American Research & Management Company
Massachusetts
$486K
IFWM
936
Institute for Wealth Management
Colorado
$485K -$1.18K -20 -0.2%
CIM
937
CIM Investment Management
Pennsylvania
$484K -$2.7K -46 -0.5%
NC
938
NewSquare Capital
Pennsylvania
$478K +$485K +8,257 +2,326%
NICM
939
Neo Ivy Capital Management
New York
$476K +$322K +5,479 +177%
OFG
940
Oxford Financial Group
Indiana
$472K +$499K +8,501 New
SCM
941
Stevens Capital Management
Pennsylvania
$471K -$298K -5,081 -37%
KC
942
Kingfisher Capital
North Carolina
$469K +$1.47K +25 +0.3%
BL
943
Balentine LLC
Georgia
$469K +$25.1K +428 +5%
SBH
944
Segall Bryant & Hamill
Illinois
$468K -$487K -8,286 -50%
ESCM
945
Echo Street Capital Management
New York
$468K +$495K +8,432 New
APA
946
Allegiant Private Advisors
Florida
$465K -$7.64K -130 -2%
MFG
947
Merit Financial Group
Georgia
$465K +$69.8K +1,189 +17%
CCA
948
Cobblestone Capital Advisors
New York
$464K +$20.9K +355 +4%
MBT
949
Montecito Bank & Trust
California
$462K +$4.82K +82 +1%
WA
950
WBH Advisory
Maryland
$462K +$5.87K +100 +1%