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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
TA
1026
TCG Advisors
Texas
$4K -$1.18K -24 -22%
CFA
1027
Camarda Financial Advisors
Florida
$4K
LF
1028
Lee Financial
Texas
$4K
LWM
1029
Liberty Wealth Management
California
$3K -$1.08K -22 -28%
Parallax Volatility Advisers
1030
Parallax Volatility Advisers
California
$3K -$294 -6 -10%
WAS
1031
Winch Advisory Services
Wisconsin
$2K -$1.18K -24 -38%
MCM
1032
MV Capital Management
Maryland
$2K
NCM
1033
Next Capital Management
New York
$2K +$1.57K +32 New
HR
1034
Howe & Rusling
New York
$2K +$1.81K +37 New
CQS
1035
Credential Qtrade Securities
$1.77K -$1.02M -20,784 -100%
W
1036
WealthStone
Ohio
$1.49K
NDSI
1037
Newman Dignan & Sheerar Inc
Rhode Island
$1.3K -$20.6K -420 -2%
Fidelity International
1038
Fidelity International
Bermuda
$1K +$49 +1 +8%
FBT
1039
First Bank & Trust
South Dakota
$1K +$1.03K +21 New
MWC
1040
MKD Wealth Coaches
Michigan
$1K +$40.4K +825 New
CPIA
1041
Cornell Pochily Investment Advisors
New York
$725 -$61.6K -1,258 -8%
LHC
1042
Little House Capital
Massachusetts
$604 -$1.76K -36 -0.3%
WIM
1043
Westside Investment Management
California
$48 +$48.7K +994 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