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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
1051
Daymark Wealth Partners
Ohio
$315K +$295K +8,071 New
WS
1052
Wedbush Securities
California
$314K +$295K +8,061 New
SB
1053
Simmons Bank
Arkansas
$312K -$183 -5 -0.1%
SSW
1054
Stone Summit Wealth
Florida
$312K -$14.6K -400 -5%
CLOS
1055
Compagnie Lombard Odier SCmA
Switzerland
$312K
APG
1056
Abacus Planning Group
South Carolina
$309K -$67.4K -1,842 -19%
LI
1057
Lafayette Investments
Maryland
$306K -$36.6K -1,000 -11%
WWMSC
1058
Wagner Wealth Management (South Carolina)
South Carolina
$304K +$841 +23 +0.3%
CI
1059
CX Institutional
Indiana
$304K +$2.05K +56 +0.7%
HSA
1060
HBK Sorce Advisory
Pennsylvania
$303K +$50.9K +1,392 +22%
HWA
1061
HHM Wealth Advisors
Tennessee
$302K +$39.9K +1,090 +16%
CT
1062
Caldwell Trust
Florida
$302K -$32.1K -878 -10%
FWM
1063
Fonville Wealth Management
Virginia
$300K +$57.8K +1,580 +26%
PIP
1064
Peachtree Investment Partners
Florida
$297K -$10K -274 -3%
FT
1065
Fiduciary Trust
Massachusetts
$296K -$18.3K -499 -6%
HIGP
1066
Hill Investment Group Partners
Missouri
$295K
WA
1067
WBH Advisory
Maryland
$293K -$19.6K -536 -7%
Empower Advisory Group
1068
Empower Advisory Group
Colorado
$292K +$39.1K +1,070 +17%
CA
1069
Continuum Advisory
Idaho
$291K -$160K -4,383 -37%
CI
1070
Conning Inc
Connecticut
$291K -$16.5K -450 -6%
LA
1071
LexAurum Advisors
Kansas
$285K -$439 -12 -0.2%
AWM
1072
Aprio Wealth Management
Georgia
$284K -$11.9K -324 -4%
GM
1073
GeoWealth Management
Illinois
$284K -$39.9K -1,091 -13%
BAM
1074
Belpointe Asset Management
Nevada
$281K -$1.06K -29 -0.4%
MFC
1075
Morris Financial Concepts
South Carolina
$281K -$3.04K -83 -1%