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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
NC
1101
NewSquare Capital
Pennsylvania
$14K
TFO
1102
Tarbox Family Office
California
$14K
MHR
1103
Matthew Hamilton Rosenberg
$13K -$53.5K -1,421 -80%
LAS
1104
Lloyd Advisory Services
Georgia
$13K +$8.55K +227 +192%
FCH
1105
Freestone Capital Holdings
Washington
$12.4K +$12.3K +326 New
NIM
1106
NuWave Investment Management
New Jersey
$12K -$32.9K -874 -74%
RA
1107
Rational Advisors
New York
$12K -$13.9K -368 -54%
PFO
1108
Pathstone Family Office
New Jersey
$12K
TH
1109
TCTC Holdings
Texas
$12K
CA
1110
Crewe Advisors
Utah
$12K +$640 +17 +6%
AIC
1111
Archer Investment Corporation
Indiana
$11.9K
M
1112
MOTCO
Texas
$11K -$44.2K -1,173 -80%
EWM
1113
Endurance Wealth Management
Rhode Island
$11K
PW
1114
Price Wealth
Texas
$11K
WCG
1115
Weaver Consulting Group
California
$11K
EWA
1116
Evolution Wealth Advisors
Florida
$11K +$188 +5 +2%
BAM
1117
Bellevue Asset Management
Washington
$11K +$11.1K +295 New
CIA
1118
Cascade Investment Advisors
Oregon
$10.5K
ECM
1119
Estabrook Capital Management
New York
$10.5K
GTAM
1120
Global Trust Asset Management
Florida
$10K
TJHA
1121
Thomas J. Herzfeld Advisors
Florida
$9K
TF
1122
Tompkins Financial
New York
$9K
SGAM
1123
Smith Group Asset Management
Texas
$8K -$5.65K -150 -41%
APW
1124
Acima Private Wealth
Virginia
$8K
HWM
1125
HighMark Wealth Management
Minnesota
$8K