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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1126
Fonville Wealth Management
Virginia
$294K
Lido Advisors
1127
Lido Advisors
California
$294K -$3.74M -95,659 -93%
CT
1128
Caldwell Trust
Florida
$293K +$2.86K +73 +1%
MSFS
1129
Main Street Financial Solutions
Pennsylvania
$292K +$44.4K +1,134 +20%
BIG
1130
Brooklyn Investment Group
New York
$291K +$125K +3,206 +90%
PMSA
1131
Patrick M. Sweeney & Associates
Illinois
$291K +$39 +1 +0%
WA
1132
Whipplewood Advisors
Colorado
$290K -$14.7K -375 -5%
CAM
1133
Councilmark Asset Management
Tennessee
$288K +$1.64K +42 +0.6%
HIGP
1134
Hill Investment Group Partners
Missouri
$288K +$2.07K +53 +0.8%
CM
1135
Cornerstone Management
Georgia
$287K
CF
1136
Convergence Financial
Missouri
$286K -$8.49K -217 -3%
JSW
1137
Journey Strategic Wealth
New Jersey
$285K +$53.3K +1,362 +26%
WWMSC
1138
Wagner Wealth Management (South Carolina)
South Carolina
$285K -$274 -7 -0.1%
PP
1139
PDS Planning
Ohio
$285K +$259K +6,620 New
RIA
1140
Regal Investment Advisors
Michigan
$284K +$259K +6,616 New
MFP
1141
Meridian Financial Partners
Virginia
$284K -$2.93K -75 -1%
SC
1142
Sapient Capital
Indiana
$284K -$4.7K -120 -2%
WFI
1143
West Family Investments
California
$282K +$51.4K +1,313 +25%
Capstone Investment Advisors
1144
Capstone Investment Advisors
New York
$281K +$470 +12 +0.2%
NP
1145
Nilsine Partners
Colorado
$280K -$31.8K -813 -11%
CH
1146
Canton Hathaway
Rhode Island
$280K
CSPIA
1147
Cary Street Partners Investment Advisory
Virginia
$279K +$131K +3,353 +107%
PTP
1148
Platform Technology Partners
New York
$277K +$252K +6,447 New
LF
1149
Lantz Financial
Illinois
$277K +$13.4K +343 +6%
MC
1150
Machina Capital
France
$276K +$251K +6,414 New