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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1026
Shelton Capital Management
Colorado
$7.75K -$292K -5,987 -94%
HDIM
1027
Hanson & Doremus Investment Management
Vermont
$7K -$19K -390 -72%
PWM
1028
PRW Wealth Management
Massachusetts
$7K
AIA
1029
Alera Investment Advisors
Illinois
$6K -$3.56K -73 -38%
JAM
1030
JCIC Asset Management
Ontario, Canada
$6K
LWA
1031
Lowe Wealth Advisors
Maryland
$6K
ST
1032
Sageworth Trust
Pennsylvania
$6K +$5.85K +120 New
LFG
1033
LifePlan Financial Group
Ohio
$5K
NC
1034
NewSquare Capital
Pennsylvania
$5K
OFW
1035
Omnia Family Wealth
Florida
$5K
TA
1036
TCG Advisors
Texas
$5K +$5.32K +109 New
CFA
1037
Camarda Financial Advisors
Florida
$4K -$18K -369 -83%
WEC
1038
Winslow Evans & Crocker
Massachusetts
$4K -$10.9K -224 -81%
MSFP
1039
Mark Sheptoff Financial Planning
Connecticut
$4K
VRM
1040
Vectors Research Management
New York
$4K
WOC
1041
West Oak Capital
California
$4K
BWM
1042
Baystate Wealth Management
Massachusetts
$4K +$49 +1 +1%
GSWM
1043
Golden State Wealth Management
California
$4K +$4.05K +83 New
Parallax Volatility Advisers
1044
Parallax Volatility Advisers
California
$3K -$8.85M -181,378 -100%
LWM
1045
Liberty Wealth Management
California
$3K
WAS
1046
Winch Advisory Services
Wisconsin
$3K +$3.07K +63 New
LF
1047
Lee Financial
Texas
$3K +$3.61K +74 New
OWA
1048
One Wealth Advisors
California
$2K +$2.39K +49 New
MCM
1049
MV Capital Management
Maryland
$1K -$927 -19 -38%
Fidelity International
1050
Fidelity International
Bermuda
$1K +$244 +5 +71%