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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1126
Pinnacle Wealth Planning Services
Ohio
$238K +$183 +5 +0.1%
KFGK
1127
Keystone Financial Group (Kentucky)
Kentucky
$237K +$223K +6,088 New
Fisher Asset Management
1128
Fisher Asset Management
Washington
$236K -$24.6K -672 -10%
CS
1129
Capital Square
Tennessee
$235K +$1.5K +41 +0.7%
CI Investments Inc
1130
CI Investments Inc
Ontario, Canada
$234K +$83.7K +2,287 +62%
LC
1131
Lindbrook Capital
California
$234K +$3.77K +103 +2%
EHWM
1132
Eads & Heald Wealth Management
Georgia
$233K +$218K +5,967 New
RFA
1133
Resurgent Financial Advisors
Georgia
$232K +$75.6K +2,067 +53%
CRC
1134
Curi RMB Capital
Illinois
$231K +$217K +5,931 New
RBC
1135
Romano Brothers & Co
Illinois
$231K
AWM
1136
Accurate Wealth Management
Florida
$231K +$229K +6,266 New
KFC
1137
Klingenstein Fields & Co
New York
$230K
YCG
1138
Yeomans Consulting Group
Georgia
$229K -$171K -4,663 -44%
ILI
1139
Invesco LLC (Illinois)
Illinois
$229K -$37.5K -1,024 -15%
AAM
1140
Augustine Asset Management
Florida
$228K +$37 +1 +0%
DWAM
1141
Duncan Williams Asset Management
Tennessee
$228K +$214K +5,842 New
WEG
1142
World Equity Group
Illinois
$227K +$12.8K +351 +6%
S
1143
Sunpointe
Missouri
$226K -$35.2K -961 -14%
DOA
1144
D'Orazio & Associates
Virginia
$225K +$1.02K +28 +0.5%
AA
1145
AlphaMark Advisors
Kentucky
$225K -$6.69K -183 -3%
PWP
1146
Phillips Wealth Planners
Mississippi
$225K +$231K +6,301 New
BWM
1147
Baron Wealth Management
Michigan
$223K +$37 +1 +0%
PMSA
1148
Patrick M. Sweeney & Associates
Illinois
$222K +$37 +1 +0%
CFM
1149
Catalyst Funds Management
Australia
$222K +$209K +5,700 New
KC
1150
Kingfisher Capital
North Carolina
$221K -$39.6K -1,082 -16%