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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AS
1026
AM Squared
Hong Kong
$404K +$412K +9,400 New
SWM
1027
Selective Wealth Management
Virginia
$403K -$497K -11,340 -57%
FS
1028
Ferguson Shapiro
Georgia
$403K – – –
EHC
1029
Everett Harris & Co
California
$402K +$410K +9,351 New
RWB
1030
RMR Wealth Builders
New Jersey
$401K – – –
EFSCE
1031
Enterprise Financial Services Corp (EFSC)
Missouri
$401K +$84.5K +1,926 +26%
NRI
1032
NFP Retirement Inc
California
$400K +$395 +9 +0.1%
SG Americas Securities
1033
SG Americas Securities
New York
$399K -$3.95M -90,068 -91%
FA
1034
Fiducient Advisors
Illinois
$396K – – –
CCT
1035
Capital City Trust
Florida
$395K -$36.3K -828 -8%
PL
1036
Parthenon LLC
Kentucky
$392K – – –
TW
1037
Transform Wealth
Colorado
$391K -$1.06M -24,120 -73%
TAIM
1038
TD Ameritrade Investment Management
Nebraska
$391K -$137K -3,122 -26%
NL
1039
NWAM LLC
Washington
$391K +$8.9K +203 +2%
FAIM
1040
Financial Advocates Investment Management
Washington
$390K +$13.4K +306 +3%
BC
1041
Bartlett & Co
Ohio
$390K -$119K -2,715 -23%
BCWM
1042
Bartlett & Co Wealth Management
Ohio
$390K -$119K -2,715 -23%
HKIM
1043
Hayek Kallen Investment Management
Alabama
$389K – – –
EWA
1044
EP Wealth Advisors
California
$385K +$393K +8,954 New
STA
1045
Summit Trail Advisors
New York
$385K -$5.04K -115 -1%
KA
1046
Kovack Advisors
Florida
$385K -$9.96K -227 -2%
CI
1047
Conning Inc
Connecticut
$383K -$60.1K -1,369 -13%
SWM
1048
Spire Wealth Management
Virginia
$382K +$50.1K +1,143 +15%
MPIA
1049
Mountain Pacific Investment Advisers
Idaho
$380K – – –
AWAU
1050
Alliance Wealth Advisors (Utah)
Utah
$379K +$387K +8,811 New