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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
926
Sigma Planning Corp
Michigan
$596K -$3.97K -65 -0.6%
AWG
927
Altus Wealth Group
Colorado
$594K -$14.1K -231 -2%
VWA
928
V Wealth Advisors
Kansas
$594K +$61 +1 +0%
MGWM
929
Marks Group Wealth Management
Minnesota
$594K +$114K +1,861 +22%
GIA
930
Guyasuta Investment Advisors
Pennsylvania
$594K +$122K +2,000 +25%
Carson Wealth (CWM LLC)
931
Carson Wealth (CWM LLC)
Nebraska
$594K +$619K +10,138 New
MYIA
932
Mount Yale Investment Advisors
Colorado
$593K +$7.21K +118 +1%
AA
933
Advisory Alpha
Michigan
$590K -$32.1K -525 -5%
SWM
934
Sugarloaf Wealth Management
Georgia
$589K +$550 +9 +0.1%
AAI
935
American Assets Inc
California
$586K
BWA
936
BDO Wealth Advisors
Florida
$586K +$9.65K +158 +2%
SG
937
StoneX Group
New York
$586K +$382K +6,247 +166%
SBH
938
Segall Bryant & Hamill
Illinois
$585K -$101K -1,655 -14%
NFG
939
Next Financial Group
Texas
$585K +$31K +508 +5%
WSCM
940
Wellington Shields Capital Management
New York
$584K +$166K +2,725 +38%
VCM
941
Virtue Capital Management
Tennessee
$580K -$36.1K -591 -6%
PCA
942
Personal Capital Advisors
California
$573K +$49.5K +810 +9%
1SB
943
1ST Source Bank
Indiana
$567K +$6.23K +102 +1%
AFM
944
Andesa Financial Management
Pennsylvania
$564K +$25.2K +413 +4%
NB
945
NBT Bank
New York
$559K -$25K -409 -4%
HI
946
Horizon Investments
North Carolina
$554K +$47.3K +775 +9%
AL
947
Aspiriant LLC
California
$553K -$140K -2,291 -20%
CIC
948
Crawford Investment Counsel
Georgia
$552K -$57.2K -936 -9%
Koshinski Asset Management
949
Koshinski Asset Management
Illinois
$551K -$26.7K -437 -4%
EFS
950
Essex Financial Services
Connecticut
$551K +$575K +9,413 New