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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1076
Transcend Capital Advisors
New Jersey
$354K +$85K +2,173 +36%
AF
1077
Aldebaran Financial
$353K +$19.6K +500 +6%
CIM
1078
CIM Investment Management
Pennsylvania
$352K -$1.56K -40 -0.5%
IFWM
1079
Institute for Wealth Management
Colorado
$350K +$78 +2 +0%
AWA
1080
Aaron Wealth Advisors
Illinois
$350K -$21.8K -557 -6%
LIA
1081
LBMC Investment Advisors
Tennessee
$348K – – –
BWM
1082
BankPlus Wealth Management
Mississippi
$348K +$7.04K +180 +2%
CPIG
1083
Chicago Partners Investment Group
Illinois
$347K -$23.4K -598 -7%
NL
1084
NWAM LLC
Washington
$347K -$5.71K -146 -2%
CLOS
1085
Compagnie Lombard Odier SCmA
Switzerland
$344K – – –
WC
1086
Wynn Capital
Georgia
$343K -$7.83K -200 -2%
SMA
1087
Sage Mountain Advisors
Georgia
$343K -$48.8K -1,246 -14%
NDSI
1088
Newman Dignan & Sheerar Inc
Rhode Island
$343K -$52.7K -1,348 -14%
PCA
1089
Prosperity Capital Advisors
Ohio
$339K +$15.1K +386 +5%
TF
1090
Tompkins Financial
New York
$338K +$7.63K +195 +3%
APG
1091
Abacus Planning Group
South Carolina
$336K -$16.5K -421 -5%
CGL
1092
Clarius Group LLC
Washington
$335K -$85.9K -2,196 -22%
SWM
1093
Selective Wealth Management
Virginia
$333K +$2.93K +75 +1%
FAM
1094
Formidable Asset Management
Ohio
$332K – – –
MIA
1095
MainStreet Investment Advisors
Illinois
$331K +$12.7K +325 +4%
MFC
1096
Morris Financial Concepts
South Carolina
$331K – – –
FUBT
1097
First United Bank & Trust
Maryland
$328K -$2.31K -59 -0.8%
SG Americas Securities
1098
SG Americas Securities
New York
$328K -$26.8M -685,048 -99%
TPA
1099
Trivium Point Advisory
Connecticut
$327K -$71.2K -1,819 -19%
FWM
1100
ForthRight Wealth Management
Georgia
$327K +$78 +2 +0%