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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
1001
ProVise Management Group
Florida
$10.3K +$28.1K +529 +0.5%
TFO
1002
Tarbox Family Office
California
$10K
SQA
1003
Simon Quick Advisors
New Jersey
$10K +$11.2K +210 New
RWM
1004
Raffa Wealth Management
District of Columbia
$8.42K
FPS
1005
Fieldpoint Private Securities
Connecticut
$8K
GBBWRPM
1006
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8K
DWM
1007
Destination Wealth Management
California
$8K +$5.1K +96 +171%
JAM
1008
JCIC Asset Management
Ontario, Canada
$7K
LWA
1009
Lowe Wealth Advisors
Maryland
$7K
BCI
1010
Brinker Capital Investments
Pennsylvania
$6K +$5.84K +110 New
CFC
1011
Coyle Financial Counsel
Illinois
$6K +$5.95K +112 New
FAM
1012
Fred Alger Management
New York
$6K +$6.69K +126 New
LFG
1013
LifePlan Financial Group
Ohio
$5K -$2.6K -49 -34%
MSFP
1014
Mark Sheptoff Financial Planning
Connecticut
$5K
OFW
1015
Omnia Family Wealth
Florida
$5K
WEC
1016
Winslow Evans & Crocker
Massachusetts
$4K
BWM
1017
Baystate Wealth Management
Massachusetts
$4K +$53 +1 +1%
POIA
1018
Pin Oak Investment Advisors
Texas
$4K +$3.77K +71 New
WA
1019
WP Advisors
California
$4K +$4.04K +76 New
PW
1020
Price Wealth
Texas
$4K +$4.14K +78 New
FMP
1021
Financial Management Professionals
Texas
$3K
AAP
1022
Arax Advisory Partners
Colorado
$3K +$584 +11 +19%
Carson Wealth (CWM LLC)
1023
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.35K +63 New
AP
1024
Atwood & Palmer
Missouri
$3K +$3.45K +65 New
HR
1025
Howe & Rusling
New York
$2K