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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SB
1151
Strategic Blueprint
Georgia
$245K +$230K +4,193 New
WI
1152
Wedgewood Investors
Pennsylvania
$242K -$5.48K -100 -2%
EWM
1153
EPG Wealth Management
Georgia
$240K +$226K +4,118 New
MCA
1154
Mercer Capital Advisers
New Jersey
$239K – – –
MIA
1155
MainStreet Investment Advisors
Illinois
$238K -$35.1K -641 -14%
KOC
1156
Koss-Olinger Consulting
Florida
$237K +$222K +4,059 New
RB
1157
Renasant Bank
Mississippi
$236K +$222K +4,051 New
JIC
1158
Johnson Investment Counsel
Ohio
$235K -$284K -5,176 -56%
FMWA
1159
Forvis Mazars Wealth Advisors
Missouri
$235K -$148K -2,696 -40%
CRC
1160
Curi RMB Capital
Illinois
$234K +$220K +4,016 New
MHIC
1161
Marble Harbor Investment Counsel
Massachusetts
$233K +$219K +4,000 New
FUBT
1162
First United Bank & Trust
Maryland
$233K +$219K +4,004 New
CHA
1163
Carmichael Hill & Associates
Maryland
$232K -$6.85K -125 -3%
BWP
1164
BSW Wealth Partners
Colorado
$232K +$218K +3,972 New
WTB
1165
Washington Trust Bank
Washington
$232K +$218K +3,981 New
PFGIA
1166
Patriot Financial Group Insurance Agency
Massachusetts
$231K -$2.52K -46 -1%
AC
1167
Athanor Capital
New York
$230K -$675K -12,323 -76%
RAM
1168
Roanoke Asset Management
New Jersey
$230K +$216K +3,947 New
DOA
1169
D'Orazio & Associates
Virginia
$228K – – –
IF
1170
Intrua Financial
Texas
$228K +$214K +3,911 New
Members Trust
1171
Members Trust
Florida
$228K +$215K +3,918 New
RWM
1172
Raffa Wealth Management
District of Columbia
$227K +$987 +18 +0.5%
CT
1173
Columbia Trust
Oregon
$227K +$215K +3,914 New
BWA
1174
Burt Wealth Advisors
Maryland
$226K – – –
PWP
1175
Principle Wealth Partners
Connecticut
$225K +$211K +3,850 New