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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BPW
1051
Bingham Private Wealth
California
$437K -$27.2K -550 -5%
AL
1052
Aspiriant LLC
California
$435K -$12.6K -255 -3%
PWPS
1053
Pinnacle Wealth Planning Services
Ohio
$435K +$26.9K +545 +6%
CP
1054
Castleview Partners
Texas
$434K -$20.1K -407 -4%
VNA
1055
Valley National Advisers
Pennsylvania
$434K -$692 -14 -0.1%
TPI
1056
Trust Point Inc
Wisconsin
$432K +$229K +4,637 +97%
BCWM
1057
Bartlett & Co Wealth Management
Ohio
$431K +$2.08K +42 +0.5%
BFO
1058
Biltmore Family Office
North Carolina
$431K +$49.4K +1,000 +12%
GIP
1059
Greatmark Investment Partners
Georgia
$430K +$939 +19 +0.2%
EWA
1060
Exencial Wealth Advisors
Oklahoma
$428K -$42.4K -858 -8%
CWM
1061
Calamos Wealth Management
Illinois
$425K -$73.6K -1,489 -14%
Calamos Advisors
1062
Calamos Advisors
Illinois
$425K +$457K +9,245 New
BS
1063
Banco Santander
Spain
$425K +$20.8K +420 +5%
CC
1064
Clearwave Capital
California
$425K +$38K +768 +9%
OP
1065
Oslo Pensjonsforsikring
$424K +$455K +9,216 New
MIM
1066
MTM Investment Management
South Carolina
$424K +$642 +13 +0.1%
BA
1067
Ballew Advisors
Mississippi
$420K +$544 +11 +0.1%
LF
1068
Lansforsakringar Fondforvaltning
Sweden
$419K +$25.4K +515 +6%
PL
1069
Parthenon LLC
Kentucky
$419K
CCG
1070
Cypress Capital Group
Florida
$417K -$7.17K -145 -2%
EHC
1071
Everett Harris & Co
California
$417K
PIMG
1072
Patriot Investment Management Group
Tennessee
$416K -$41.3K -836 -8%
QPWM
1073
Quadrant Private Wealth Management
Pennsylvania
$416K -$79.2K -1,603 -15%
TWPM
1074
Total Wealth Planning & Management
Florida
$415K +$14.8K +300 +3%
CAAM
1075
Cornerstone Advisors Asset Management
Pennsylvania
$415K +$1.58K +32 +0.4%