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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LC
1001
Lindbrook Capital
California
$113K -$31.4K -663 -15%
CLOS
1002
Compagnie Lombard Odier SCmA
Switzerland
$105K – – –
LWCFA
1003
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$102K -$70.9K -1,500 -31%
KPW
1004
Kore Private Wealth
New York
$102K +$35.8K +758 +30%
EWM
1005
EPG Wealth Management
Georgia
$99K +$43.1K +911 +40%
CIR
1006
Clear Investment Research
Georgia
$93K – – –
MCM
1007
MV Capital Management
Maryland
$91K +$140K +2,952 New
WFMPM
1008
Woodley Farra Manion Portfolio Management
Indiana
$88K -$2.69M -56,959 -95%
WAM
1009
Wolverine Asset Management
Illinois
$87K +$135K +2,851 New
LWA
1010
Lenox Wealth Advisors
New York
$86K -$1.28K -27 -1%
GCM
1011
Gables Capital Management
Florida
$86K – – –
MMG
1012
Monetary Management Group
Missouri
$84K -$245K -5,180 -65%
EW
1013
Evoke Wealth
California
$83.9K -$190K -4,009 -60%
AF
1014
Arrow Financial
New York
$82K -$35.5K -750 -22%
ZB
1015
Zions Bancorporation
Utah
$82K -$16.8K -356 -12%
FPB
1016
First PREMIER Bank
South Dakota
$78K – – –
GI
1017
Gradient Investments
Minnesota
$77K -$40.1K -849 -25%
PP
1018
Peconic Partners
New York
$77K – – –
CS
1019
Capital Square
Tennessee
$77K +$119K +2,508 New
WEC
1020
Winslow Evans & Crocker
Massachusetts
$74K +$22.7K +480 +25%
PFGIA
1021
Patriot Financial Group Insurance Agency
Massachusetts
$74K +$55.2K +1,167 +95%
EIP
1022
Ellis Investment Partners
Pennsylvania
$72K -$4.78K -101 -4%
NEAM
1023
New England Asset Management
Connecticut
$72K – – –
AIC
1024
Ameritas Investment Company
Nebraska
$69K -$2.6K -55 -2%
Parallax Volatility Advisers
1025
Parallax Volatility Advisers
California
$67K -$962K -20,348 -90%