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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
TW
951
TrinityPoint Wealth
Connecticut
$220K +$218K +5,779 New
FPS
952
Fieldpoint Private Securities
Connecticut
$220K +$218K +5,782 New
SA
953
Stewardship Advisors
Pennsylvania
$219K -$30.1K -800 -13%
MFW
954
Meristem Family Wealth
Minnesota
$218K +$266K +7,053 New
CIBC World Market
955
CIBC World Market
Ontario, Canada
$217K -$1.04M -27,553 -83%
HAG
956
HighPoint Advisor Group
Illinois
$217K +$182K +4,823 New
SFA
957
Stewardship Financial Advisors
Georgia
$216K – – –
CWG
958
Cornerstone Wealth Group
North Carolina
$215K -$22.6K -600 -10%
WCA
959
Windsor Creek Advisors
Vermont
$215K +$212K +5,638 New
DWT
960
Dorsey & Whitney Trust
South Dakota
$214K -$31.8K -844 -13%
CCA
961
Cobblestone Capital Advisors
New York
$213K -$44.3K -1,175 -17%
MAG
962
Mayfair Advisory Group
Alabama
$213K – – –
PWM
963
PBMares Wealth Management
Virginia
$213K +$211K +5,591 New
HFM
964
Hartford Financial Management
Connecticut
$211K – – –
HCM
965
Hollencrest Capital Management
California
$210K +$208K +5,531 New
OIA
966
OneDigital Investment Advisors
Kansas
$208K -$36.9K -980 -15%
VC
967
Veracity Capital
Georgia
$208K -$19.4K -514 -9%
BWA
968
Burt Wealth Advisors
Maryland
$208K -$942 -25 -0.5%
HFRG
969
Houlihan Financial Resource Group
Virginia
$207K +$160K +4,250 New
PWLP
970
Prio Wealth Limited Partnership
Massachusetts
$207K +$205K +5,438 New
BP
971
BBR Partners
New York
$206K +$204K +5,422 New
CLOS
972
Compagnie Lombard Odier SCmA
Switzerland
$204K +$75.4K +2,000 +60%
LOAMS
973
Lombard Odier Asset Management (Switzerland)
Switzerland
$204K +$202K +5,358 New
CSS
974
Cubist Systematic Strategies
Connecticut
$203K -$980K -26,023 -83%
TAM
975
Tocqueville Asset Management
New York
$203K -$5.2K -138 -3%