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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PL
926
Parthenon LLC
Kentucky
$534K -$112K -2,000 -18%
FA
927
Fiducient Advisors
Illinois
$532K -$18.7K -335 -4%
FA
928
Faithward Advisors
Pennsylvania
$525K
SMA
929
Sage Mountain Advisors
Georgia
$524K +$118K +2,104 +31%
IF
930
Intrua Financial
Texas
$523K +$173K +3,094 +59%
GAM
931
Gotham Asset Management
New York
$519K +$495K +8,856 New
VIA
932
Vident Investment Advisory
Georgia
$517K +$50.7K +907 +11%
CIC
933
Chase Investment Counsel
Virginia
$516K
LIM
934
Longfellow Investment Management
Massachusetts
$516K
ARMC
935
American Research & Management Company
Massachusetts
$513K
HI
936
Horizon Investments
North Carolina
$509K -$2.24M -40,041 -82%
CAC
937
Certified Advisory Corp
Florida
$509K -$7.21K -129 -1%
CIM
938
CIM Investment Management
Pennsylvania
$508K -$3.24K -58 -0.7%
PBO
939
Peoples Bank (Ohio)
Ohio
$507K -$9.78K -175 -2%
IFWM
940
Institute for Wealth Management
Colorado
$502K -$9.61K -172 -2%
NC
941
NewSquare Capital
Pennsylvania
$502K -$3.07K -55 -0.6%
HFS
942
Horizon Financial Services
North Carolina
$501K +$338K +6,057 +243%
SFG
943
SevenBridge Financial Group
Pennsylvania
$499K -$26.5K -475 -5%
OFG
944
Oxford Financial Group
Indiana
$499K +$671 +12 +0.1%
KC
945
Kingfisher Capital
North Carolina
$497K +$1.62K +29 +0.3%
WWMSC
946
Wagner Wealth Management (South Carolina)
South Carolina
$489K -$5.53K -99 -1%
AssetMark Inc
947
AssetMark Inc
California
$489K +$31.1K +556 +7%
JF
948
Jump Financial
Illinois
$487K +$464K +8,302 New
MGWM
949
Marks Group Wealth Management
Minnesota
$485K -$172K -3,083 -27%
OR
950
Olympiad Research
Connecticut
$485K +$98.5K +1,762 +27%