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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
1126
Private Capital Group
Connecticut
$261K +$22.9K +409 +10%
RWM
1127
Raffa Wealth Management
District of Columbia
$259K -$447 -8 -0.2%
KA
1128
Klingman & Associates
New York
$257K -$6.26K -112 -2%
RPA
1129
Rock Point Advisors
Vermont
$255K
ATPW
1130
Ashton Thomas Private Wealth
Arizona
$255K -$17.2K -308 -7%
SHWM
1131
Smith & Howard Wealth Management
Georgia
$254K +$242K +4,339 New
KFP
1132
KB Financial Partners
New Jersey
$253K -$16K -287 -6%
CSWG
1133
Cardinal Strategic Wealth Guidance
Kentucky
$252K
NPF
1134
Norris Perne & French
Michigan
$252K
NC
1135
NovaPoint Capital
Georgia
$252K +$3.35K +60 +1%
Members Trust
1136
Members Trust
Florida
$252K +$17.9K +320 +8%
CISOA
1137
Capital Investment Services of America
Wisconsin
$251K -$5.59K -100 -2%
AM
1138
Atwater Malick
Pennsylvania
$251K
CPA
1139
Capital Planning Advisors
California
$250K -$8.49K -152 -3%
GIM
1140
Guild Investment Management
California
$249K
FUBT
1141
First United Bank & Trust
Maryland
$248K +$33.5K +600 +17%
EWA
1142
ERTS Wealth Advisors
Michigan
$248K +$237K +4,238 New
FMWA
1143
Forvis Mazars Wealth Advisors
Missouri
$247K -$1.01K -18 -0.4%
CM
1144
Capital Management
Virginia
$246K
WFI
1145
West Family Investments
California
$245K -$11.4K -204 -5%
BAM
1146
Berkshire Asset Management
Pennsylvania
$244K +$3.24K +58 +1%
WI
1147
Wedgewood Investors
Pennsylvania
$243K
MCA
1148
Mercer Capital Advisers
New Jersey
$240K
MGI
1149
MayTech Global Investments
New York
$237K
AIP
1150
Almanack Investment Partners
Pennsylvania
$236K -$2.18K -39 -1%