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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
1151
Highland Capital Management (Tennessee)
Tennessee
$220K +$212K +3,908 New
PCM
1152
Penserra Capital Management
California
$219K -$1.16M -21,348 -84%
DWM
1153
Doyle Wealth Management
Florida
$219K -$17.4K -321 -8%
LWM
1154
Lyell Wealth Management
California
$219K +$210K +3,885 New
SFG
1155
Sunburst Financial Group
Alabama
$219K +$210K +3,886 New
PL
1156
Plancorp LLC
Missouri
$218K +$209K +3,863 New
WP
1157
WealthSource Partners
California
$218K +$210K +3,876 New
CCM
1158
Coldstream Capital Management
Washington
$218K +$210K +3,880 New
IIM
1159
Ipswich Investment Management
Massachusetts
$217K -$10.8K -200 -5%
PWM
1160
PBMares Wealth Management
Virginia
$217K +$209K +3,854 New
CWM
1161
Chesapeake Wealth Management
Virginia
$216K +$4.71K +87 +2%
BWAM
1162
Boyd Watterson Asset Management
Ohio
$216K +$208K +3,841 New
Jones Financial Companies
1163
Jones Financial Companies
Missouri
$215K +$208K +3,833 New
ACA
1164
Atlas Capital Advisors
Wyoming
$215K +$207K +3,815 New
BCI
1165
Brinker Capital Investments
Pennsylvania
$214K -$8.88K -164 -4%
VCP
1166
Verus Capital Partners
Arizona
$214K +$206K +3,807 New
JAM
1167
Jolley Asset Management
North Carolina
$213K -$46K -850 -18%
WTC
1168
WhitTier Trust Company
Nevada
$213K +$76.7K +1,416 +60%
KFGK
1169
Keystone Financial Group (Kentucky)
Kentucky
$213K +$204K +3,775 New
9WM
1170
9258 Wealth Management
Ohio
$212K +$204K +3,766 New
CW
1171
CreativeOne Wealth
Kansas
$211K +$203K +3,753 New
CIS
1172
Connors Investor Services
Pennsylvania
$211K +$203K +3,755 New
KA
1173
Klingman & Associates
New York
$210K +$202K +3,735 New
CPC
1174
Consolidated Planning Corp
Georgia
$209K +$201K +3,708 New
CCM
1175
Copeland Capital Management
Pennsylvania
$207K +$199K +3,675 New