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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
951
TCI Wealth Advisors
Arizona
$10K – – –
GBBWRPM
952
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9K +$7.24K +150 New
HFP
953
Holistic Financial Partners
Indiana
$9K +$8.74K +181 New
GBT
954
Grove Bank & Trust
Florida
$8K – – –
RIA
955
RPG Investment Advisory
California
$8K – – –
ME
956
McIlrath & Eck
Washington
$8K +$7.63K +158 New
FPS
957
Fieldpoint Private Securities
Connecticut
$7K – – –
CB
958
CNB Bank
Pennsylvania
$7K +$7.24K +150 New
LWA
959
Lowe Wealth Advisors
Maryland
$6K – – –
AWA
960
Acorn Wealth Advisors
Michigan
$6K +$5.5K +114 New
SBL
961
Sargent Bickham Lagudis
Colorado
$5K -$20.5K -425 -80%
MSFP
962
Mark Sheptoff Financial Planning
Connecticut
$5K – – –
OFW
963
Omnia Family Wealth
Florida
$5K – – –
FMB
964
Field & Main Bank
Kentucky
$5K +$4.83K +100 New
AIL
965
AGF Investments LLC
Ontario, Canada
$5K +$5.07K +105 New
KJWM
966
Kiley Juergens Wealth Management
Washington
$5K +$5.07K +105 New
RWM
967
Raffa Wealth Management
District of Columbia
$4.97K – – –
HR
968
Howe & Rusling
New York
$4K -$5.36K -111 -57%
BWM
969
Baystate Wealth Management
Massachusetts
$4K – – –
WAS
970
WESPAC Advisors SoCal
California
$4K – – –
IAS
971
INR Advisory Services
Pennsylvania
$4K +$48 +1 +1%
BL
972
Balentine LLC
Georgia
$3K – – –
DBT
973
Dubuque Bank & Trust
Iowa
$3K +$2.56K +53 New
SQA
974
Simon Quick Advisors
New Jersey
$3K +$2.56K +53 New
WEC
975
Winslow Evans & Crocker
Massachusetts
$2.09K – – –