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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BW
1026
BIP Wealth
Georgia
$330K -$1.83K -50 -0.6%
FAM
1027
Formidable Asset Management
Ohio
$330K +$96.7K +2,644 +45%
IPWA
1028
International Private Wealth Advisors
California
$330K +$310K +8,472 New
CWS
1029
Cypress Wealth Services
California
$329K +$4.94K +135 +2%
WCM
1030
Winthrop Capital Management
Indiana
$329K -$46K -1,257 -13%
MCC
1031
Malaga Cove Capital
California
$329K
CIM
1032
CIM Investment Management
Pennsylvania
$328K
Capstone Investment Advisors
1033
Capstone Investment Advisors
New York
$326K +$306K +8,372 New
IFWM
1034
Institute for Wealth Management
Colorado
$326K -$1.87K -51 -0.6%
GI
1035
GAMMA Investing
California
$325K +$36.8K +1,005 +14%
TT
1036
TI-Trust
Illinois
$325K +$305K +8,330 New
LSAG
1037
Lake Street Advisors Group
New Hampshire
$323K +$4.06K +111 +1%
FA
1038
FDx Advisors
Illinois
$323K -$145K -3,951 -32%
FH
1039
FWG Holdings
Florida
$321K +$44K +1,202 +17%
SWM
1040
Selective Wealth Management
Virginia
$320K +$45.7K +1,250 +17%
HF
1041
HRT Financial
New York
$320K -$3.56M -97,376 -92%
CAAM
1042
Cornerstone Advisors Asset Management
Pennsylvania
$320K
FNFDCM
1043
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$319K -$38.4K -1,050 -11%
MFG
1044
Menard Financial Group
Texas
$318K +$299K +8,160 New
XWM
1045
Xcel Wealth Management
Florida
$317K -$97.9K -2,676 -25%
SC
1046
Sapient Capital
Indiana
$317K -$4.94K -135 -2%
CTC
1047
Central Trust Company
Missouri
$317K -$10.1K -275 -3%
SMA
1048
Sage Mountain Advisors
Georgia
$316K +$4.13K +113 +1%
LIA
1049
LBMC Investment Advisors
Tennessee
$316K +$296K +8,098 New
NL
1050
NWAM LLC
Washington
$315K -$45.1K -1,233 -13%