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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
DGAM
1201
Desjardins Global Asset Management
Quebec, Canada
$255K +$267K +4,367 New
QT
1202
Quantamental Technologies
New York
$254K -$13.8K -226 -5%
KA
1203
Kovack Advisors
Florida
$254K +$29.4K +481 +12%
AG
1204
Ascent Group
Virginia
$253K +$251K +4,108 New
JFGIW
1205
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$252K -$190K -3,112 -42%
CSWG
1206
Cardinal Strategic Wealth Guidance
Kentucky
$251K – – –
PWMAG
1207
Pinnacle Wealth Management Advisory Group
New Jersey
$250K +$260K +4,263 New
CPA
1208
Capital Planning Advisors
California
$249K – – –
GIM
1209
Guild Investment Management
California
$249K – – –
WSC
1210
Wellington Shields & Co
New York
$249K +$30.5K +500 +13%
Members Trust
1211
Members Trust
Florida
$248K – – –
EWA
1212
ERTS Wealth Advisors
Michigan
$247K +$2.81K +46 +1%
FMWA
1213
Forvis Mazars Wealth Advisors
Missouri
$246K -$1.04K -17 -0.4%
CM
1214
Capital Management
Virginia
$246K – – –
QCM
1215
Quantinno Capital Management
New York
$246K +$256K +4,196 New
NW
1216
NewEdge Wealth
Pennsylvania
$245K +$256K +4,190 New
NC
1217
NovaPoint Capital
Georgia
$244K -$7.88K -129 -3%
MCM
1218
MV Capital Management
Maryland
$244K +$38.1K +623 +18%
RP
1219
Riverwater Partners
Wisconsin
$243K +$253K +4,149 New
AAP
1220
Arax Advisory Partners
Colorado
$241K +$39.3K +644 +19%
WFI
1221
West Family Investments
California
$240K -$4.09K -67 -2%
PWP
1222
Principle Wealth Partners
Connecticut
$240K +$14.9K +244 +6%
BHWM
1223
Beaird Harris Wealth Management
Texas
$240K +$251K +4,104 New
DW
1224
Domani Wealth
Pennsylvania
$240K +$251K +4,106 New
TAM
1225
Townsend Asset Management
North Carolina
$237K -$91.2K -1,492 -27%