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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
976
Cassaday & Co Wealth Management
Virginia
$547K +$47.6K +967 +10%
ETC
977
Exchange Traded Concepts
Oklahoma
$546K +$198K +4,027 +58%
DCM
978
Driehaus Capital Management
Illinois
$545K
EWM
979
Evercore Wealth Management
New York
$545K +$10.8K +220 +2%
SEIA
980
Signature Estate & Investment Advisors
California
$545K -$45.6K -926 -8%
SAG
981
SageView Advisory Group
California
$542K -$57.9K -1,177 -10%
LFS
982
Lighthouse Financial Services
California
$540K +$5.21K +106 +1%
SF
983
Symphony Financial
Texas
$539K +$15.6K +317 +3%
Koshinski Asset Management
984
Koshinski Asset Management
Illinois
$534K -$114K -2,317 -18%
LIM
985
Leavell Investment Management
Alabama
$534K -$87.3K -1,774 -14%
CWS
986
Cypress Wealth Services
California
$533K -$9.2K -187 -2%
AIP
987
Ameritas Investment Partners
Nebraska
$532K -$31.2K -635 -6%
CC
988
Clearwave Capital
California
$531K +$70.1K +1,424 +15%
KSB
989
Kennebec Savings Bank
Maine
$530K -$3.05K -62 -0.6%
SP
990
Successful Portfolios
Florida
$529K -$2.07K -42 -0.4%
HFBOT
991
Home Federal Bank of Tennessee
Tennessee
$525K +$145K +2,950 +39%
FCB
992
First County Bank
Connecticut
$522K -$1.23K -25 -0.2%
TCWA
993
Turtle Creek Wealth Advisors
Texas
$521K +$145K +2,942 +39%
FG
994
Fiduciary Group
Georgia
$517K -$9.84K -200 -2%
PWA
995
Pitcairn Wealth Advisors
Pennsylvania
$515K -$1.03K -21 -0.2%
SW
996
SVB Wealth
Massachusetts
$515K -$37.5K -762 -7%
EC
997
EntryPoint Capital
New York
$514K
First Manhattan
998
First Manhattan
New York
$514K -$66.7K -1,355 -12%
LOPW
999
Live Oak Private Wealth
North Carolina
$514K -$105K -2,139 -17%
VA
1000
Valmark Advisers
Ohio
$513K +$17.5K +355 +4%