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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1001
Lowe Wealth Advisors
Maryland
$6K – – –
TFA
1002
Transamerica Financial Advisors
Florida
$6K +$5.75K +112 New
WC
1003
Whitney & Co
New York
$6K +$6.26K +122 New
CT
1004
Clearstead Trust
Maine
$6K +$6.47K +126 New
LFG
1005
LifePlan Financial Group
Ohio
$5K – – –
MSFP
1006
Mark Sheptoff Financial Planning
Connecticut
$5K – – –
OFW
1007
Omnia Family Wealth
Florida
$5K – – –
Carson Wealth (CWM LLC)
1008
Carson Wealth (CWM LLC)
Nebraska
$5K +$2.46K +48 +76%
PWAG
1009
Polaris Wealth Advisory Group
California
$5K +$5.13K +100 New
CPIG
1010
Chicago Partners Investment Group
Illinois
$5K +$5.7K +111 New
NFG
1011
Next Financial Group
Texas
$5K +$5.7K +111 New
WOC
1012
West Oak Capital
California
$4.22K +$4.46K +87 New
BWM
1013
Baystate Wealth Management
Massachusetts
$4K – – –
WEC
1014
Winslow Evans & Crocker
Massachusetts
$4K – – –
WA
1015
WP Advisors
California
$4K +$51 +1 +1%
WAS
1016
WESPAC Advisors SoCal
California
$4K +$5.13K +100 New
SGAM
1017
Smith Group Asset Management
Texas
$3K -$10.3K -200 -74%
WA
1018
WealthTrust-Arizona
Arizona
$2K – – –
KF
1019
Krilogy Financial
Missouri
$2K +$1.8K +35 New
CIM
1020
Contravisory Investment Management
Massachusetts
$2K +$1.9K +37 New
MCM
1021
MV Capital Management
Maryland
$2K +$2.57K +50 New
RIM
1022
Rampart Investment Management
Connecticut
$1.32K -$23.5K -458 -2%
Fidelity International
1023
Fidelity International
Bermuda
$1K +$1.18K +23 New
CCMG
1024
Clark Capital Management Group
Pennsylvania
– -$36.8M -730,108 Closed
AIG
1025
American International Group
New York
– -$19.5M -387,345 Closed