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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
KA
926
Klingman & Associates
New York
$494K – – –
MLA
927
My Legacy Advisors
Oregon
$492K +$66.1K +1,566 +16%
CAM
928
Cidel Asset Management
Ontario, Canada
$491K -$27.5K -652 -5%
SFS
929
Sowell Financial Services
Arkansas
$490K -$39.9K -945 -8%
AGWCA
930
Annis Gardner Whiting Capital Advisors
Florida
$479K +$30.3K +718 +7%
LS
931
Livforsakringsbolaget Skandia
Sweden
$477K +$348K +8,241 +282%
CIC
932
Crawford Investment Counsel
Georgia
$474K -$92.5K -2,190 -17%
DFCM
933
Dark Forest Capital Management
Puerto Rico
$473K +$467K +11,066 New
PA
934
Parallel Advisors
California
$472K +$50.6K +1,198 +12%
FM
935
Foster & Motley
Ohio
$472K +$92.9K +2,199 +25%
CB
936
CNB Bank
Pennsylvania
$471K -$96.7K -2,290 -17%
BFS
937
Bard Financial Services
Connecticut
$470K -$71.8K -1,700 -13%
HIMC
938
Heritage Investors Management Corp
Maryland
$469K +$463K +10,975 New
CWA
939
Centennial Wealth Advisory
Michigan
$467K +$20.4K +482 +5%
OTL
940
Oak Thistle LLC
New York
$466K +$461K +10,904 New
PL
941
Perpetual Ltd
Australia
$464K – – –
PHWM
942
Pine Harbor Wealth Management
Maryland
$461K +$2.11K +50 +0.5%
AWAP
943
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$461K -$4.39K -104 -1%
TAM
944
Tocqueville Asset Management
New York
$458K – – –
CWC
945
Carolinas Wealth Consulting
North Carolina
$457K +$213K +5,042 +89%
WIC
946
Wilkins Investment Counsel
Massachusetts
$454K – – –
BBA
947
BLB&B Advisors
Pennsylvania
$454K +$448K +10,609 New
Koshinski Asset Management
948
Koshinski Asset Management
Illinois
$453K -$66.4K -1,572 -13%
VA
949
Valmark Advisers
Ohio
$452K +$28.3K +670 +7%
VP
950
Verum Partners
North Carolina
$450K -$1.99K -47 -0.4%