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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
VFP
951
Verus Financial Partners
Virginia
$460K -$38.7K -659 -7%
BCM
952
Birmingham Capital Management
Alabama
$456K -$7.93K -135 -2%
DSN
953
D. Scott Neal
Kentucky
$446K +$8.52K +145 +2%
CLOS
954
Compagnie Lombard Odier SCmA
Switzerland
$444K
Carson Wealth (CWM LLC)
955
Carson Wealth (CWM LLC)
Nebraska
$443K
XWM
956
Xcel Wealth Management
Florida
$442K -$58.7K -1,000 -11%
GLA
957
Good Life Advisors
Pennsylvania
$442K +$25.6K +435 +6%
First Manhattan
958
First Manhattan
New York
$440K -$661K -11,258 -59%
VIA
959
Vident Investment Advisory
Georgia
$440K +$52.9K +900 +13%
BMC
960
Benin Management Corp
Connecticut
$439K
DMBA
961
Deseret Mutual Benefit Administrators
Utah
$439K +$464K +7,907 New
GLA
962
Great Lakes Advisors
Illinois
$437K +$26.4K +449 +6%
CCM
963
Coldstream Capital Management
Washington
$434K +$29.5K +503 +7%
WWMSC
964
Wagner Wealth Management (South Carolina)
South Carolina
$433K +$43.4K +739 +10%
FBT
965
First Bank & Trust
South Dakota
$433K +$77.7K +1,322 +20%
RMDI
966
R.M. Davis Inc
Maine
$432K -$92.8K -1,579 -17%
AssetMark Inc
967
AssetMark Inc
California
$432K +$61.2K +1,042 +15%
CFMC
968
Curbstone Financial Management Corp
New Hampshire
$429K -$27.5K -468 -6%
BAM
969
Belpointe Asset Management
Nevada
$428K +$201K +3,416 +80%
T
970
TRUADVICE
Florida
$427K -$11.3K -192 -2%
FSA
971
Franklin Street Advisors
North Carolina
$426K +$19.6K +334 +5%
BWM
972
BT Wealth Management
Georgia
$426K +$19.8K +337 +5%
AW
973
ACG Wealth
Georgia
$425K -$22.6K -385 -5%
SFM
974
Systematic Financial Management
New Jersey
$425K
PIM
975
Penobscot Investment Management
Massachusetts
$423K -$82.2K -1,400 -16%