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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
1076
Lake Street Advisors Group
New Hampshire
– -$204K -3,918 Closed
BWAM
1077
Boyd Watterson Asset Management
Ohio
– -$203K -3,905 Closed
AC
1078
Abbrea Capital
California
– -$202K -3,875 Closed
BAM
1079
Berkshire Asset Management
Pennsylvania
– -$201K -3,857 Closed
PGA
1080
Premia Global Advisors
Florida
– -$200K -3,845 Closed
TAM
1081
Tiverton Asset Management
Delaware
– -$158K -3,037 Closed
IIC
1082
Integrated Investment Consultants
Michigan
– -$156K -2,989 Closed
C
1083
Cerebellum
California
– -$122K -2,338 Closed
CPP
1084
Crow Point Partners
Massachusetts
– -$90K -1,732 Closed
APP
1085
Avantax Planning Partners
Iowa
– -$59K -1,143 Closed
MCWS
1086
McKinley Carter Wealth Services
West Virginia
– -$50K -960 Closed
PMFA
1087
Plante Moran Financial Advisors
Michigan
– -$47K -905 Closed
PHK
1088
Point72 Hong Kong
Hong Kong
– -$39K -744 Closed
ClearBridge Investments
1089
ClearBridge Investments
New York
– -$27K -520 Closed
PFO
1090
Pathstone Family Office
New Jersey
– -$25K -474 Closed
LWCFA
1091
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$15K -279 Closed
CCA
1092
Clearwater Capital Advisors
Illinois
– -$14K -260 Closed
FCAG
1093
First Capital Advisors Group
New Jersey
– -$13K -250 Closed
HFP
1094
Holistic Financial Partners
Indiana
– -$9K -181 Closed
MFBTD
1095
MB Financial Bank - Trust Department
Illinois
– -$9K -169 Closed
NMC
1096
Nine Masts Capital
Hong Kong
– -$8K -157 Closed
AWA
1097
Acorn Wealth Advisors
Michigan
– -$6K -114 Closed
PWAG
1098
Polaris Wealth Advisory Group
California
– -$5K -100 Closed
WAS
1099
WESPAC Advisors SoCal
California
– -$5K -100 Closed
IAS
1100
INR Advisory Services
Pennsylvania
– -$4K -81 Closed