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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
1001
Princeton Global Asset Management
New Jersey
$16K – – –
RWA
1002
Ropes Wealth Advisors
Massachusetts
$16K – – –
WT
1003
Whittier Trust
California
$16K – – –
CJA
1004
C-J Advisory
California
$15K – – –
PG
1005
Proffitt & Goodson
Tennessee
$15K – – –
POIA
1006
Pin Oak Investment Advisors
Texas
$15K +$14.8K +302 New
BHWM
1007
Bay Harbor Wealth Management
Maryland
$14K +$1.76K +36 +15%
CIA
1008
Cascade Investment Advisors
Oregon
$13.6K – – –
LWM
1009
Lenox Wealth Management
Ohio
$13K – – –
PCIA
1010
Prime Capital Investment Advisors
Kansas
$12K – – –
TFO
1011
Tarbox Family Office
California
$12K +$2.01K +41 +21%
WCG
1012
Weaver Consulting Group
California
$11K -$9.36K -191 -47%
FCMT
1013
Founders Capital Management (Texas)
Texas
$11K – – –
AWMF
1014
Arbor Wealth Management (Florida)
Florida
$11K +$10.6K +216 New
SGAM
1015
Smith Group Asset Management
Texas
$10K – – –
SMG
1016
Spectrum Management Group
Indiana
$10K – – –
FMB
1017
Field & Main Bank
Kentucky
$9K – – –
PCA
1018
Providence Capital Advisors
North Carolina
$7K -$25.1K -513 -79%
HDIM
1019
Hanson & Doremus Investment Management
Vermont
$7K – – –
JAM
1020
JCIC Asset Management
Ontario, Canada
$7K – – –
LWA
1021
Lowe Wealth Advisors
Maryland
$6K – – –
BL
1022
Balentine LLC
Georgia
$6K +$5.68K +116 New
Canada Pension Plan Investment Board
1023
Canada Pension Plan Investment Board
Ontario, Canada
$5K -$1.62M -33,020 -100%
MSFP
1024
Mark Sheptoff Financial Planning
Connecticut
$5K – – –
NC
1025
NewSquare Capital
Pennsylvania
$5K – – –