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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1001
Cascade Investment Advisors
Oregon
$13.6K
UB
1002
UMB Bank
Missouri
$13.3K +$8.96K +183 +0.1%
LWM
1003
Lenox Wealth Management
Ohio
$13K
GT
1004
Glenmede Trust
Pennsylvania
$12.1K -$191K -3,899 -2%
PCIA
1005
Prime Capital Investment Advisors
Kansas
$12K
TFO
1006
Tarbox Family Office
California
$12K +$2.01K +41 +21%
WCG
1007
Weaver Consulting Group
California
$11K -$9.36K -191 -47%
FCMT
1008
Founders Capital Management (Texas)
Texas
$11K
AWMF
1009
Arbor Wealth Management (Florida)
Florida
$11K +$10.6K +216 New
SGAM
1010
Smith Group Asset Management
Texas
$10K
SMG
1011
Spectrum Management Group
Indiana
$10K
FMB
1012
Field & Main Bank
Kentucky
$9K
PCA
1013
Providence Capital Advisors
North Carolina
$7K -$25.1K -513 -79%
HDIM
1014
Hanson & Doremus Investment Management
Vermont
$7K
JAM
1015
JCIC Asset Management
Ontario, Canada
$7K
MWM
1016
Meridian Wealth Management
Kentucky
$6.12K
LWA
1017
Lowe Wealth Advisors
Maryland
$6K
BL
1018
Balentine LLC
Georgia
$6K +$5.68K +116 New
Canada Pension Plan Investment Board
1019
Canada Pension Plan Investment Board
Ontario, Canada
$5K -$1.62M -33,020 -100%
MSFP
1020
Mark Sheptoff Financial Planning
Connecticut
$5K
NC
1021
NewSquare Capital
Pennsylvania
$5K
VRM
1022
Vectors Research Management
New York
$5K
EWA
1023
Evolution Wealth Advisors
Florida
$5K +$5.34K +109 New
SQA
1024
Simon Quick Advisors
New Jersey
$4.42K +$4.41K +90 New
TWA
1025
TCI Wealth Advisors
Arizona
$4K -$18.1K -370 -82%