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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
GA
1001
Greenspring Advisors
Maryland
$530K +$496K +10,769 New
KSB
1002
Kennebec Savings Bank
Maine
$530K +$10.6K +230 +2%
KMWM
1003
Keudell/Morrison Wealth Management
Oregon
$530K +$496K +10,763 New
CWM
1004
Calamos Wealth Management
Illinois
$528K +$58.4K +1,268 +13%
NS
1005
NBC Securities
Alabama
$527K -$224K -4,856 -31%
AWM
1006
Accurate Wealth Management
Florida
$525K +$53.6K +1,164 +13%
QPWM
1007
Quadrant Private Wealth Management
Pennsylvania
$524K +$3.27K +71 +0.7%
WHG
1008
Westwood Holdings Group
Texas
$523K
SSCA
1009
South Shore Capital Advisors
Massachusetts
$521K +$488K +10,592 New
FG
1010
Fiduciary Group
Georgia
$521K -$30.5K -663 -6%
SP
1011
Successful Portfolios
Florida
$520K -$4.28K -93 -0.9%
USCWA
1012
U.S. Capital Wealth Advisors
Texas
$519K +$13.3K +288 +3%
AAS
1013
Ameritas Advisory Services
Nebraska
$518K +$351K +7,613 +261%
Empower Advisory Group
1014
Empower Advisory Group
Colorado
$513K +$159K +3,462 +50%
TPA
1015
Trivium Point Advisory
Connecticut
$512K +$42.5K +923 +10%
CT
1016
Chicago Trust
Illinois
$512K +$12.2K +264 +3%
CCWM
1017
Cassaday & Co Wealth Management
Virginia
$511K +$12.2K +265 +3%
RPGK
1018
Retirement Planning Group (Kansas)
Kansas
$510K +$196K +4,258 +70%
EC
1019
EntryPoint Capital
New York
$508K -$206K -4,478 -30%
PWA
1020
Pitcairn Wealth Advisors
Pennsylvania
$507K +$475K +10,309 New
PCA
1021
Pallas Capital Advisors
Massachusetts
$504K +$7.42K +161 +2%
PHWM
1022
Pine Harbor Wealth Management
Maryland
$502K
BMM
1023
Berkshire Money Management
Massachusetts
$502K -$4.61K -100 -1%
EWA
1024
Exencial Wealth Advisors
Oklahoma
$500K -$113K -2,461 -20%
MAV
1025
Mason & Associates (Virginia)
Virginia
$499K +$467K +10,142 New