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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
HFP
1001
Holistic Financial Partners
Indiana
$9K – – –
PCM
1002
Princeton Capital Management
New Jersey
$9K +$9.05K +168 New
RWM
1003
Raffa Wealth Management
District of Columbia
$8.69K +$3.61K +67 +67%
CB
1004
CNB Bank
Pennsylvania
$8K – – –
FPS
1005
Fieldpoint Private Securities
Connecticut
$8K – – –
GBBWRPM
1006
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8K – – –
ME
1007
McIlrath & Eck
Washington
$8K – – –
LFG
1008
LifePlan Financial Group
Ohio
$8K +$7.86K +146 New
NMC
1009
Nine Masts Capital
Hong Kong
$8K +$8.46K +157 New
LWA
1010
Lowe Wealth Advisors
Maryland
$7K – – –
JAM
1011
JCIC Asset Management
Ontario, Canada
$7K +$7.49K +139 New
AWA
1012
Acorn Wealth Advisors
Michigan
$6K – – –
FMB
1013
Field & Main Bank
Kentucky
$5K – – –
MSFP
1014
Mark Sheptoff Financial Planning
Connecticut
$5K – – –
OFW
1015
Omnia Family Wealth
Florida
$5K – – –
WAS
1016
WESPAC Advisors SoCal
California
$5K – – –
PWAG
1017
Polaris Wealth Advisory Group
California
$5K +$5.39K +100 New
BWM
1018
Baystate Wealth Management
Massachusetts
$4K – – –
IAS
1019
INR Advisory Services
Pennsylvania
$4K – – –
MIFH
1020
Migdal Insurance & Financial Holdings
Israel
$3K +$2.85K +53 New
DWM
1021
Destination Wealth Management
California
$3K +$3.02K +56 New
FMP
1022
Financial Management Professionals
Texas
$3K +$3.18K +59 New
WEC
1023
Winslow Evans & Crocker
Massachusetts
$2.19K – – –
HR
1024
Howe & Rusling
New York
$2K -$2.42K -45 -53%
CCM
1025
Covington Capital Management
California
$2K – – –