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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
VRM
1026
Vectors Research Management
New York
$5K – – –
EWA
1027
Evolution Wealth Advisors
Florida
$5K +$5.34K +109 New
SQA
1028
Simon Quick Advisors
New Jersey
$4.42K +$4.41K +90 New
TWA
1029
TCI Wealth Advisors
Arizona
$4K -$18.1K -370 -82%
TA
1030
TCG Advisors
Texas
$4K -$1.18K -24 -22%
CFA
1031
Camarda Financial Advisors
Florida
$4K – – –
LF
1032
Lee Financial
Texas
$4K – – –
LWM
1033
Liberty Wealth Management
California
$3K -$1.08K -22 -28%
Parallax Volatility Advisers
1034
Parallax Volatility Advisers
California
$3K -$294 -6 -10%
WAS
1035
Winch Advisory Services
Wisconsin
$2K -$1.18K -24 -38%
MCM
1036
MV Capital Management
Maryland
$2K – – –
NCM
1037
Next Capital Management
New York
$2K +$1.57K +32 New
HR
1038
Howe & Rusling
New York
$2K +$1.81K +37 New
CQS
1039
Credential Qtrade Securities
$1.77K -$1.02M -20,784 -100%
W
1040
WealthStone
Ohio
$1.49K – – –
Fidelity International
1041
Fidelity International
Bermuda
$1K +$49 +1 +8%
FBT
1042
First Bank & Trust
South Dakota
$1K +$1.03K +21 New
MWC
1043
MKD Wealth Coaches
Michigan
$1K +$40.4K +825 New
MHI
1044
Miller Howard Investments
New York
– -$69.9M -1,501,591 Closed
ZIM
1045
Zacks Investment Management
Illinois
– -$32.9M -706,884 Closed
DAM
1046
DLD Asset Management
New York
– -$22.1M -474,695 Closed
EWA
1047
EP Wealth Advisors
California
– -$16.7M -357,988 Closed
Royal London Asset Management
1048
Royal London Asset Management
United Kingdom
– -$14.2M -305,584 Closed
PI
1049
PEAK6 Investments
Illinois
– -$9.82M -211,091 Closed
PAS
1050
Professional Advisory Services
Florida
– -$8.93M -192,004 Closed