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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
1IA
1026
1834 Investment Advisors
Wisconsin
$11K – – –
NCM
1027
Nelson Capital Management
California
$11K – – –
BHWM
1028
Bay Harbor Wealth Management
Maryland
$11K +$11.7K +244 New
FCMT
1029
Founders Capital Management (Texas)
Texas
$10K – – –
WAS
1030
WESPAC Advisors SoCal
California
$10K +$7.2K +150 +150%
TFO
1031
Tarbox Family Office
California
$9K – – –
SGAM
1032
Smith Group Asset Management
Texas
$9K +$6.72K +140 +200%
BCI
1033
Brinker Capital Investments
Pennsylvania
$8K +$9.07K +189 New
LPWM
1034
Lake Point Wealth Management
Texas
$8K +$9.07K +189 New
CFA
1035
Clarfeld Financial Advisors
New York
$8K +$9.12K +190 New
AIA
1036
Alera Investment Advisors
Illinois
$8K +$9.22K +192 New
RWM
1037
Raffa Wealth Management
District of Columbia
$7.23K – – –
JAM
1038
JCIC Asset Management
Ontario, Canada
$6K – – –
LWA
1039
Lowe Wealth Advisors
Maryland
$6K – – –
PMFA
1040
Plante Moran Financial Advisors
Michigan
$6K +$6.72K +140 New
Rockefeller Capital Management
1041
Rockefeller Capital Management
New York
$6K +$6.72K +140 New
PWM
1042
PRW Wealth Management
Massachusetts
$6K +$7.06K +147 New
BCA
1043
Berman Capital Advisors
Georgia
$6K +$7.39K +154 New
CT
1044
Clearstead Trust
Maine
$5K – – –
FAM
1045
Fred Alger Management
New York
$5K – – –
BWM
1046
Baystate Wealth Management
Massachusetts
$4K – – –
LFG
1047
LifePlan Financial Group
Ohio
$4K – – –
MSFP
1048
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
OFW
1049
Omnia Family Wealth
Florida
$4K – – –
PWMG
1050
Prestige Wealth Management Group
New Jersey
$4K +$4.08K +85 New