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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SGAM
1001
Smith Group Asset Management
Texas
$15K +$3.96K +80 +38%
LWM
1002
Liberty Wealth Management
California
$15K +$11.4K +231 +398%
CIA
1003
Cascade Investment Advisors
Oregon
$14.8K
ECM
1004
Estabrook Capital Management
New York
$14.7K +$13.6K +275 New
Capstone Investment Advisors
1005
Capstone Investment Advisors
New York
$14K -$1.08M -21,702 -99%
BHWM
1006
Bay Harbor Wealth Management
Maryland
$14K
LWM
1007
Lenox Wealth Management
Ohio
$14K
GT
1008
Glenmede Trust
Pennsylvania
$13K -$133K -2,679 -1%
TFO
1009
Tarbox Family Office
California
$13K
CB
1010
CNB Bank
Pennsylvania
$12K -$33.2K -670 -74%
FCMT
1011
Founders Capital Management (Texas)
Texas
$12K
MDCM
1012
Morgan Dempsey Capital Management
Wisconsin
$12K +$11.2K +227 New
WCG
1013
Weaver Consulting Group
California
$11K
FMB
1014
Field & Main Bank
Kentucky
$11K +$1.24K +25 +14%
TCM
1015
Tradewinds Capital Management
Washington
$11K +$10.7K +215 New
BFC
1016
Bedel Financial Consulting
Indiana
$9K +$8.03K +162 New
JAM
1017
JCIC Asset Management
Ontario, Canada
$7K
LWA
1018
Lowe Wealth Advisors
Maryland
$7K
PCA
1019
Providence Capital Advisors
North Carolina
$7K
HDIM
1020
Hanson & Doremus Investment Management
Vermont
$6K -$1.73K -35 -23%
SMG
1021
Spectrum Management Group
Indiana
$5K -$4.96K -100 -50%
VRM
1022
Vectors Research Management
New York
$5K
VCM
1023
Vigilant Capital Management
Maine
$5K +$4.96K +100 New
GWAG
1024
Garrett Wealth Advisory Group
Texas
$4.06K +$3.77K +76 New
LF
1025
Lee Financial
Texas
$4K