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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AWG
926
Altus Wealth Group
Colorado
$328K +$6.09K +196 +2%
FFM
927
Forum Financial Management
Illinois
$325K -$38.1K -1,226 -10%
CWC
928
Carolinas Wealth Consulting
North Carolina
$324K -$17.2K -553 -5%
Lazard Asset Management
929
Lazard Asset Management
New York
$323K -$3.76M -121,091 -92%
CCG
930
Cypress Capital Group
Florida
$323K -$397K -12,789 -55%
CCWM
931
Cassaday & Co Wealth Management
Virginia
$320K – – –
SPC
932
Sigma Planning Corp
Michigan
$315K +$37.6K +1,212 +13%
GWA
933
GGM Wealth Advisors
Maryland
$315K -$52.9K -1,702 -15%
GSC
934
Grey Street Capital
Illinois
$315K +$18.2K +585 +6%
CRI
935
Colonial River Investments
Virginia
$315K -$78.9K -2,541 -20%
CA
936
Continuum Advisory
Idaho
$315K +$155 +5 +0%
TFA
937
Triad Financial Advisors
North Carolina
$313K -$3.23K -104 -1%
CCT
938
Capital City Trust
Florida
$313K – – –
SP
939
Symmetry Partners
Connecticut
$312K – – –
VSQM
940
V-Square Quantitative Management
Illinois
$310K -$13.8K -445 -4%
AWM
941
Aprio Wealth Management
Georgia
$310K -$35.8K -1,154 -10%
CWS
942
Cypress Wealth Services
California
$307K +$46.6K +1,499 +20%
FWM
943
ForthRight Wealth Management
Georgia
$306K -$6.09K -196 -2%
APG
944
Abacus Planning Group
South Carolina
$306K +$11.3K +365 +4%
MCWS
945
McKinley Carter Wealth Services
West Virginia
$306K +$217 +7 +0.1%
KIA
946
KCM Investment Advisors
California
$305K -$57.3K -1,846 -15%
CWA
947
Centennial Wealth Advisory
Michigan
$305K +$61.9K +1,992 +25%
AAI
948
American Assets Inc
California
$304K – – –
RCAG
949
Rehmann Capital Advisory Group
Michigan
$303K -$72.2K -2,325 -19%
GIA
950
Guyasuta Investment Advisors
Pennsylvania
$302K – – –