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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MFC
1151
Morris Financial Concepts
South Carolina
$294K +$307K +5,028 New
PMG
1152
ProVise Management Group
Florida
$293K -$24.2K -396 -7%
AW
1153
Alaethes Wealth
Nevada
$289K – – –
BFPW
1154
BOK Financial Private Wealth
Colorado
$289K +$15.6K +255 +5%
SA
1155
Stewardship Advisors
Pennsylvania
$287K -$6.11K -100 -2%
PFGIA
1156
Patriot Financial Group Insurance Agency
Massachusetts
$286K -$47.2K -773 -14%
FWM
1157
ForthRight Wealth Management
Georgia
$286K -$5.87K -96 -2%
TAM
1158
Tocqueville Asset Management
New York
$285K +$6.35K +104 +2%
BCM
1159
Breiter Capital Management
Florida
$283K -$794 -13 -0.3%
EM
1160
Excalibur Management
Massachusetts
$283K +$4.03K +66 +1%
HWA
1161
Heartwood Wealth Advisors
Virginia
$283K +$296K +4,838 New
BFM
1162
Boothbay Fund Management
New York
$282K +$294K +4,817 New
ECML
1163
Eagle Capital Management (Louisiana)
Louisiana
$281K – – –
FBB
1164
Fulton Breakefield Broenniman
Maryland
$281K – – –
BAM
1165
Blueshift Asset Management
New Jersey
$280K -$3.76M -61,528 -93%
WA
1166
Waverly Advisors
Alabama
$280K +$4.15K +68 +2%
MF
1167
Manchester Financial
California
$278K – – –
FFA
1168
First Foundation Advisors
California
$277K +$14.6K +239 +5%
CCM
1169
Carderock Capital Management
Maryland
$277K +$91.6K +1,500 +46%
WPA
1170
Winning Points Advisors
Florida
$277K +$345K +5,645 New
IRAG
1171
Investment Research & Advisory Group
Georgia
$276K +$66.8K +1,094 +30%
HI
1172
Hudock Inc
Pennsylvania
$274K -$60.5K -991 -17%
VF
1173
Virtu Financial
New York
$274K +$286K +4,681 New
HFBOT
1174
Home Federal Bank of Tennessee
Tennessee
$273K – – –
T
1175
TRUADVICE
Florida
$273K +$305 +5 +0.1%