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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CWC
926
Carolinas Wealth Consulting
North Carolina
$324K -$17.2K -553 -5%
Lazard Asset Management
927
Lazard Asset Management
New York
$323K -$3.76M -121,091 -92%
CCG
928
Cypress Capital Group
Florida
$323K -$397K -12,789 -55%
CCWM
929
Cassaday & Co Wealth Management
Virginia
$320K
SPC
930
Sigma Planning Corp
Michigan
$315K +$37.6K +1,212 +13%
GWA
931
GGM Wealth Advisors
Maryland
$315K -$52.9K -1,702 -15%
GSC
932
Grey Street Capital
Illinois
$315K +$18.2K +585 +6%
CRI
933
Colonial River Investments
Virginia
$315K -$78.9K -2,541 -20%
CA
934
Continuum Advisory
Idaho
$315K +$155 +5 +0%
TFA
935
Triad Financial Advisors
North Carolina
$313K -$3.23K -104 -1%
CCT
936
Capital City Trust
Florida
$313K
SP
937
Symmetry Partners
Connecticut
$312K
VSQM
938
V-Square Quantitative Management
Illinois
$310K -$13.8K -445 -4%
AWM
939
Aprio Wealth Management
Georgia
$310K -$35.8K -1,154 -10%
CWS
940
Cypress Wealth Services
California
$307K +$46.6K +1,499 +20%
FWM
941
ForthRight Wealth Management
Georgia
$306K -$6.09K -196 -2%
APG
942
Abacus Planning Group
South Carolina
$306K +$11.3K +365 +4%
MCWS
943
McKinley Carter Wealth Services
West Virginia
$306K +$217 +7 +0.1%
KIA
944
KCM Investment Advisors
California
$305K -$57.3K -1,846 -15%
CWA
945
Centennial Wealth Advisory
Michigan
$305K +$61.9K +1,992 +25%
AAI
946
American Assets Inc
California
$304K
RCAG
947
Rehmann Capital Advisory Group
Michigan
$303K -$72.2K -2,325 -19%
GIA
948
Guyasuta Investment Advisors
Pennsylvania
$302K
MCCP
949
Mission Creek Capital Partners
California
$299K -$82.8K -2,665 -21%
BIA
950
Beacon Investment Advisors
Maryland
$299K -$12.4K -400 -4%