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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1151
Augustine Asset Management
Florida
$221K +$11.9K +272 +4%
SA
1152
Stewardship Advisors
Pennsylvania
$221K +$68.4K +1,566 +32%
SMA
1153
Sage Mountain Advisors
Georgia
$220K -$22.7K -520 -7%
PFWA
1154
Paces Ferry Wealth Advisors
Georgia
$220K -$20K -458 -7%
AAIS
1155
ABN AMRO Investment Solutions
$220K +$281K +6,443 New
Empower Advisory Group
1156
Empower Advisory Group
Colorado
$218K +$287K +6,582 New
AAS
1157
Ameritas Advisory Services
Nebraska
$218K -$76.6K -1,754 -21%
EL
1158
EMFO LLC
Florida
$215K – – –
HFS
1159
Horizon Financial Services
North Carolina
$215K -$8.25K -189 -3%
WJWM
1160
Williams Jones Wealth Management
New York
$215K +$13.1K +301 +5%
TA
1161
TrueWealth Advisors
Alabama
$215K -$91.1K -2,088 -25%
MYIA
1162
Mount Yale Investment Advisors
Colorado
$214K -$144K -3,295 -34%
VC
1163
Veracity Capital
Georgia
$213K -$11.5K -263 -4%
AFS
1164
Annapolis Financial Services
Maryland
$212K – – –
SWM
1165
Sugarloaf Wealth Management
Georgia
$211K -$1.79K -41 -0.7%
CSWM
1166
Cassady Schiller Wealth Management
Ohio
$210K – – –
CFGS
1167
Concourse Financial Group Securities
Alabama
$210K -$189K -4,331 -41%
WAG
1168
Wallace Advisory Group
California
$210K +$269K +6,164 New
APC
1169
Aspire Private Capital
North Carolina
$209K +$137K +3,140 +105%
RIG
1170
RiverFront Investment Group
Virginia
$208K +$267K +6,113 New
CS
1171
Capital Square
Tennessee
$208K +$23.6K +540 +9%
WWM
1172
Western Wealth Management
Colorado
$208K +$480 +11 +0.2%
LC
1173
Lindbrook Capital
California
$208K -$66.2K -1,516 -20%
WTB
1174
Washington Trust Bank
Washington
$206K +$23.3K +534 +10%
GIA
1175
Gladstone Institutional Advisory
Florida
$205K -$2.92K -67 -1%