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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1101
Prestige Wealth Management Group
New Jersey
$14K -$6.74K -179 -33%
JWA
1102
JFS Wealth Advisors
Pennsylvania
$14K – – –
NC
1103
NewSquare Capital
Pennsylvania
$14K – – –
TFO
1104
Tarbox Family Office
California
$14K – – –
MHR
1105
Matthew Hamilton Rosenberg
$13K -$53.5K -1,421 -80%
LAS
1106
Lloyd Advisory Services
Georgia
$13K +$8.55K +227 +192%
FCH
1107
Freestone Capital Holdings
Washington
$12.4K +$12.3K +326 New
NIM
1108
NuWave Investment Management
New Jersey
$12K -$32.9K -874 -74%
RA
1109
Rational Advisors
New York
$12K -$13.9K -368 -54%
PFO
1110
Pathstone Family Office
New Jersey
$12K – – –
TH
1111
TCTC Holdings
Texas
$12K – – –
CA
1112
Crewe Advisors
Utah
$12K +$640 +17 +6%
AIC
1113
Archer Investment Corporation
Indiana
$11.9K – – –
M
1114
MOTCO
Texas
$11K -$44.2K -1,173 -80%
EWM
1115
Endurance Wealth Management
Rhode Island
$11K – – –
PW
1116
Price Wealth
Texas
$11K – – –
WCG
1117
Weaver Consulting Group
California
$11K – – –
EWA
1118
Evolution Wealth Advisors
Florida
$11K +$188 +5 +2%
BAM
1119
Bellevue Asset Management
Washington
$11K +$11.1K +295 New
CIA
1120
Cascade Investment Advisors
Oregon
$10.5K – – –
ECM
1121
Estabrook Capital Management
New York
$10.5K – – –
GTAM
1122
Global Trust Asset Management
Florida
$10K – – –
TJHA
1123
Thomas J. Herzfeld Advisors
Florida
$9K – – –
TF
1124
Tompkins Financial
New York
$9K – – –
SGAM
1125
Smith Group Asset Management
Texas
$8K -$5.65K -150 -41%