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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1151
Sage Mountain Advisors
Georgia
$220K -$22.7K -520 -7%
PFWA
1152
Paces Ferry Wealth Advisors
Georgia
$220K -$20K -458 -7%
AAIS
1153
ABN AMRO Investment Solutions
$220K +$281K +6,443 New
Empower Advisory Group
1154
Empower Advisory Group
Colorado
$218K +$287K +6,582 New
AAS
1155
Ameritas Advisory Services
Nebraska
$218K -$76.6K -1,754 -21%
EL
1156
EMFO LLC
Florida
$215K
HFS
1157
Horizon Financial Services
North Carolina
$215K -$8.25K -189 -3%
WJWM
1158
Williams Jones Wealth Management
New York
$215K +$13.1K +301 +5%
TA
1159
TrueWealth Advisors
Alabama
$215K -$91.1K -2,088 -25%
MYIA
1160
Mount Yale Investment Advisors
Colorado
$214K -$144K -3,295 -34%
VC
1161
Veracity Capital
Georgia
$213K -$11.5K -263 -4%
AFS
1162
Annapolis Financial Services
Maryland
$212K
SWM
1163
Sugarloaf Wealth Management
Georgia
$211K -$1.79K -41 -0.7%
CSWM
1164
Cassady Schiller Wealth Management
Ohio
$210K
CFGS
1165
Concourse Financial Group Securities
Alabama
$210K -$189K -4,331 -41%
WAG
1166
Wallace Advisory Group
California
$210K +$269K +6,164 New
APC
1167
Aspire Private Capital
North Carolina
$209K +$137K +3,140 +105%
RIG
1168
RiverFront Investment Group
Virginia
$208K +$267K +6,113 New
CS
1169
Capital Square
Tennessee
$208K +$23.6K +540 +9%
WWM
1170
Western Wealth Management
Colorado
$208K +$480 +11 +0.2%
LC
1171
Lindbrook Capital
California
$208K -$66.2K -1,516 -20%
WTB
1172
Washington Trust Bank
Washington
$206K +$23.3K +534 +10%
GIA
1173
Gladstone Institutional Advisory
Florida
$205K -$2.92K -67 -1%
GG
1174
Golden Green
South Carolina
$205K +$262K +6,012 New
AA
1175
AlphaMark Advisors
Kentucky
$205K +$30.9K +708 +13%