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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
1026
WESPAC Advisors SoCal
California
$10K +$7.2K +150 +150%
TFO
1027
Tarbox Family Office
California
$9K
SGAM
1028
Smith Group Asset Management
Texas
$9K +$6.72K +140 +200%
BCI
1029
Brinker Capital Investments
Pennsylvania
$8K +$9.07K +189 New
LPWM
1030
Lake Point Wealth Management
Texas
$8K +$9.07K +189 New
CFA
1031
Clarfeld Financial Advisors
New York
$8K +$9.12K +190 New
AIA
1032
Alera Investment Advisors
Illinois
$8K +$9.22K +192 New
RWM
1033
Raffa Wealth Management
District of Columbia
$7.23K
JAM
1034
JCIC Asset Management
Ontario, Canada
$6K
LWA
1035
Lowe Wealth Advisors
Maryland
$6K
PMFA
1036
Plante Moran Financial Advisors
Michigan
$6K +$6.72K +140 New
Rockefeller Capital Management
1037
Rockefeller Capital Management
New York
$6K +$6.72K +140 New
PWM
1038
PRW Wealth Management
Massachusetts
$6K +$7.06K +147 New
BCA
1039
Berman Capital Advisors
Georgia
$6K +$7.39K +154 New
UB
1040
UMB Bank
Missouri
$5.76K +$165K +3,446 +3%
CT
1041
Clearstead Trust
Maine
$5K
FAM
1042
Fred Alger Management
New York
$5K
BWM
1043
Baystate Wealth Management
Massachusetts
$4K
LFG
1044
LifePlan Financial Group
Ohio
$4K
MSFP
1045
Mark Sheptoff Financial Planning
Connecticut
$4K
OFW
1046
Omnia Family Wealth
Florida
$4K
PWMG
1047
Prestige Wealth Management Group
New Jersey
$4K +$4.08K +85 New
VRM
1048
Vectors Research Management
New York
$4K +$4.51K +94 New
NC
1049
NewSquare Capital
Pennsylvania
$4K +$4.8K +100 New
W
1050
WealthOne
New York
$4K +$4.8K +100 New