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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AFS
926
Annapolis Financial Services
Maryland
$544K +$171K +3,064 +49%
AFM
927
Andesa Financial Management
Pennsylvania
$541K +$3.13K +56 +0.6%
PL
928
Parthenon LLC
Kentucky
$534K -$112K -2,000 -18%
FA
929
Fiducient Advisors
Illinois
$532K -$18.7K -335 -4%
FA
930
Faithward Advisors
Pennsylvania
$525K – – –
SMA
931
Sage Mountain Advisors
Georgia
$524K +$118K +2,104 +31%
IF
932
Intrua Financial
Texas
$523K +$173K +3,094 +59%
GAM
933
Gotham Asset Management
New York
$519K +$495K +8,856 New
VIA
934
Vident Investment Advisory
Georgia
$517K +$50.7K +907 +11%
CIC
935
Chase Investment Counsel
Virginia
$516K – – –
LIM
936
Longfellow Investment Management
Massachusetts
$516K – – –
ARMC
937
American Research & Management Company
Massachusetts
$513K – – –
HI
938
Horizon Investments
North Carolina
$509K -$2.24M -40,041 -82%
CAC
939
Certified Advisory Corp
Florida
$509K -$7.21K -129 -1%
CIM
940
CIM Investment Management
Pennsylvania
$508K -$3.24K -58 -0.7%
PBO
941
Peoples Bank (Ohio)
Ohio
$507K -$9.78K -175 -2%
IFWM
942
Institute for Wealth Management
Colorado
$502K -$9.61K -172 -2%
NC
943
NewSquare Capital
Pennsylvania
$502K -$3.07K -55 -0.6%
HFS
944
Horizon Financial Services
North Carolina
$501K +$338K +6,057 +243%
SFG
945
SevenBridge Financial Group
Pennsylvania
$499K -$26.5K -475 -5%
OFG
946
Oxford Financial Group
Indiana
$499K +$671 +12 +0.1%
KC
947
Kingfisher Capital
North Carolina
$497K +$1.62K +29 +0.3%
WWMSC
948
Wagner Wealth Management (South Carolina)
South Carolina
$489K -$5.53K -99 -1%
AssetMark Inc
949
AssetMark Inc
California
$489K +$31.1K +556 +7%
JF
950
Jump Financial
Illinois
$487K +$464K +8,302 New