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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1101
Altrius Capital Management
North Carolina
$237K -$62.8K -1,999 -24%
Empower Advisory Group
1102
Empower Advisory Group
Colorado
$237K +$202K +6,429 New
SWM
1103
Silverlake Wealth Management
Vermont
$237K +$202K +6,419 New
HSA
1104
HBK Sorce Advisory
Pennsylvania
$235K -$84.3K -2,686 -30%
EL
1105
EMFO LLC
Florida
$233K – – –
IGWM
1106
ICA Group Wealth Management
Colorado
$233K +$198K +6,304 New
PCM
1107
Princeton Capital Management
New Jersey
$233K +$198K +6,299 New
BHPW
1108
Beverly Hills Private Wealth
California
$232K -$107K -3,403 -35%
UCB
1109
United Community Bank
South Carolina
$232K +$124K +3,939 +168%
PI
1110
PFG Investments
New York
$232K -$26.6K -847 -12%
RPA
1111
Rock Point Advisors
Vermont
$231K +$196K +6,250 New
WPC
1112
Wedmont Private Capital
Pennsylvania
$230K +$190K +6,048 New
1IA
1113
1620 Investment Advisors
Massachusetts
$229K -$33.4K -1,063 -15%
CSWM
1114
Cassady Schiller Wealth Management
Ohio
$228K – – –
SC
1115
Scotia Capital
Ontario, Canada
$227K +$193K +6,140 New
BHBT
1116
Burke & Herbert Bank & Trust
Virginia
$226K +$192K +6,113 New
RIG
1117
RiverFront Investment Group
Virginia
$226K +$192K +6,113 New
FWM
1118
Fonville Wealth Management
Virginia
$225K +$192K +6,105 New
PWPS
1119
Pinnacle Wealth Planning Services
Ohio
$225K +$191K +6,093 New
HNWAG
1120
High Net Worth Advisory Group
Florida
$224K +$190K +6,067 New
HT
1121
Headlands Technologies
Illinois
$223K +$169K +5,379 +810%
WWM
1122
Whalen Wealth Management
Nevada
$223K +$190K +6,043 New
MSFS
1123
Main Street Financial Solutions
Pennsylvania
$222K -$44.7K -1,423 -19%
CS
1124
Capital Square
Tennessee
$221K +$188K +5,984 New
CFG
1125
Citizens Financial Group
Rhode Island
$220K +$187K +5,962 New