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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
1001
Johnson Investment Counsel
Ohio
$320K +$38K +1,211 +16%
FMLI
1002
Fukoku Mutual Life Insurance
Japan
$320K
SC
1003
Searle & Co
Connecticut
$319K +$271K +8,644 New
CT
1004
Caldwell Trust
Florida
$318K -$19.4K -619 -7%
GIS
1005
Grayhawk Investment Strategies
Alberta, Canada
$317K +$269K +8,583 New
CWM
1006
Congress Wealth Management
Massachusetts
$316K +$269K +8,563 New
IA
1007
IFP Advisors
Florida
$315K -$30.3K -965 -10%
BCM
1008
Birmingham Capital Management
Alabama
$315K
BW
1009
BIP Wealth
Georgia
$315K -$19.3K -614 -7%
CH
1010
Canton Hathaway
Rhode Island
$314K
LAM
1011
LECAP Asset Management
United Kingdom
$314K +$267K +8,501 New
SPC
1012
Sigma Planning Corp
Michigan
$313K -$100K -3,184 -27%
MCC
1013
Malaga Cove Capital
California
$312K
CIM
1014
CIM Investment Management
Pennsylvania
$311K
IFWM
1015
Institute for Wealth Management
Colorado
$311K -$8.98K -286 -3%
SSW
1016
Stone Summit Wealth
Florida
$310K -$50.2K -1,600 -16%
CTC
1017
Central Trust Company
Missouri
$310K -$128K -4,085 -33%
GM
1018
GeoWealth Management
Illinois
$310K +$220K +7,017 +517%
PWM
1019
Perigon Wealth Management
California
$310K +$19.6K +625 +8%
EWA
1020
EP Wealth Advisors
California
$308K +$3.92K +125 +2%
PWMAG
1021
Pinnacle Wealth Management Advisory Group
New Jersey
$307K +$261K +8,328 New
CWS
1022
Cypress Wealth Services
California
$307K -$27K -860 -9%
SC
1023
Sapient Capital
Indiana
$305K +$260K +8,266 New
NC
1024
NinePointTwo Capital
California
$305K
CAAM
1025
Cornerstone Advisors Asset Management
Pennsylvania
$303K