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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FGWP
1076
Founders Grove Wealth Partners
Virginia
$354K +$1.6K +41 +0.5%
TCA
1077
Transcend Capital Advisors
New Jersey
$354K +$85K +2,173 +36%
AF
1078
Aldebaran Financial
$353K +$19.6K +500 +6%
CIM
1079
CIM Investment Management
Pennsylvania
$352K -$1.56K -40 -0.5%
IFWM
1080
Institute for Wealth Management
Colorado
$350K +$78 +2 +0%
AWA
1081
Aaron Wealth Advisors
Illinois
$350K -$21.8K -557 -6%
LIA
1082
LBMC Investment Advisors
Tennessee
$348K
BWM
1083
BankPlus Wealth Management
Mississippi
$348K +$7.04K +180 +2%
CPIG
1084
Chicago Partners Investment Group
Illinois
$347K -$23.4K -598 -7%
NL
1085
NWAM LLC
Washington
$347K -$5.71K -146 -2%
CLOS
1086
Compagnie Lombard Odier SCmA
Switzerland
$344K
WC
1087
Wynn Capital
Georgia
$343K -$7.83K -200 -2%
SMA
1088
Sage Mountain Advisors
Georgia
$343K -$48.8K -1,246 -14%
NDSI
1089
Newman Dignan & Sheerar Inc
Rhode Island
$343K -$52.7K -1,348 -14%
PCA
1090
Prosperity Capital Advisors
Ohio
$339K +$15.1K +386 +5%
TF
1091
Tompkins Financial
New York
$338K +$7.63K +195 +3%
APG
1092
Abacus Planning Group
South Carolina
$336K -$16.5K -421 -5%
CGL
1093
Clarius Group LLC
Washington
$335K -$85.9K -2,196 -22%
SWM
1094
Selective Wealth Management
Virginia
$333K +$2.93K +75 +1%
FAM
1095
Formidable Asset Management
Ohio
$332K
MIA
1096
MainStreet Investment Advisors
Illinois
$331K +$12.7K +325 +4%
MFC
1097
Morris Financial Concepts
South Carolina
$331K
FUBT
1098
First United Bank & Trust
Maryland
$328K -$2.31K -59 -0.8%
SG Americas Securities
1099
SG Americas Securities
New York
$328K -$26.8M -685,048 -99%
TPA
1100
Trivium Point Advisory
Connecticut
$327K -$71.2K -1,819 -19%