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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BW
1026
BIP Wealth
Georgia
$362K – – –
CCMG
1027
Clark Capital Management Group
Pennsylvania
$362K +$2.53K +60 +0.7%
RWM
1028
RKL Wealth Management
Pennsylvania
$361K -$1.3M -30,683 -78%
BA
1029
Bristlecone Advisors
Washington
$361K -$10.3K -244 -3%
SWM
1030
Selective Wealth Management
Virginia
$360K – – –
CWS
1031
Cypress Wealth Services
California
$360K +$9.25K +219 +3%
WBC
1032
Westpac Banking Corp
Australia
$359K – – –
AWM
1033
Accurate Wealth Management
Florida
$358K -$15.6K -370 -4%
HCM
1034
Howard Capital Management
Georgia
$358K +$353K +8,361 New
TT
1035
TI-Trust
Illinois
$356K – – –
MPM
1036
MBB Public Markets
Illinois
$354K -$3.71M -87,890 -91%
EWA
1037
EverSource Wealth Advisors
Alabama
$354K +$19.6K +463 +6%
CAAM
1038
Cornerstone Advisors Asset Management
Pennsylvania
$351K – – –
CPBTD
1039
Central Pacific Bank - Trust Division
Hawaii
$351K -$308K -7,300 -47%
CIM
1040
CIM Investment Management
Pennsylvania
$351K -$6.88K -163 -2%
APG
1041
Abacus Planning Group
South Carolina
$349K +$8.4K +199 +2%
BAM
1042
Berkshire Asset Management
Pennsylvania
$349K – – –
IFWM
1043
Institute for Wealth Management
Colorado
$348K -$12.6K -298 -4%
NL
1044
NWAM LLC
Washington
$348K +$343K +8,132 New
LIA
1045
LBMC Investment Advisors
Tennessee
$346K – – –
FAM
1046
Formidable Asset Management
Ohio
$345K -$9.59K -227 -3%
AWA
1047
Adapt Wealth Advisors
Georgia
$344K – – –
CLOS
1048
Compagnie Lombard Odier SCmA
Switzerland
$342K – – –
NHT
1049
New Hampshire Trust
New Hampshire
$342K -$5.96K -141 -2%
Fisher Asset Management
1050
Fisher Asset Management
Washington
$342K +$14.6K +345 +5%