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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SA
1026
Stewardship Advisors
Pennsylvania
$338K +$325K +6,009 New
TFA
1027
Toth Financial Advisory
Virginia
$337K -$34.5K -638 -10%
WB
1028
West Bancorporation
Iowa
$337K +$324K +5,988 New
IAA
1029
Ironsides Asset Advisors
North Carolina
$330K
WP
1030
WMS Partners
Maryland
$330K +$112K +2,069 +55%
LRPA
1031
L. Roy Papp & Associates
Arizona
$327K +$17.9K +330 +6%
Koshinski Asset Management
1032
Koshinski Asset Management
Illinois
$327K +$314K +5,796 New
KCM
1033
Kendall Capital Management
Maryland
$320K +$308K +5,683 New
FI
1034
FormulaFolio Investments
Michigan
$317K +$305K +5,634 New
WPA
1035
Winning Points Advisors
Florida
$316K -$1.9K -35 -0.6%
BBA
1036
BLB&B Advisors
Pennsylvania
$315K +$4.17K +77 +1%
KWM
1037
Keebeck Wealth Management
Illinois
$315K +$304K +5,620 New
PWMG
1038
Prestige Wealth Management Group
New Jersey
$314K -$10.9K -201 -3%
BMCM
1039
Bryn Mawr Capital Management
Pennsylvania
$314K -$1.14K -21 -0.4%
SSG
1040
Summit Securities Group
New York
$314K +$301K +5,567 New
MBT
1041
Montecito Bank & Trust
California
$314K +$302K +5,570 New
BWM
1042
BT Wealth Management
Georgia
$312K +$54K +998 +22%
GI
1043
GAMCO Investors
Connecticut
$310K -$54.1K -1,000 -15%
LOPW
1044
Live Oak Private Wealth
North Carolina
$310K +$298K +5,502 New
AWM
1045
Argent Wealth Management
Massachusetts
$310K +$298K +5,503 New
MW
1046
Marcum Wealth
Ohio
$308K +$296K +5,461 New
DS
1047
DRW Securities
Illinois
$307K +$295K +5,454 New
AAP
1048
Arax Advisory Partners
Colorado
$306K
MCM
1049
Manchester Capital Management
Vermont
$305K +$179K +3,300 +156%
AFA
1050
Arlington Financial Advisors
California
$304K -$52.1K -962 -15%