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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CSWG
1201
Cardinal Strategic Wealth Guidance
Kentucky
$251K
PWMAG
1202
Pinnacle Wealth Management Advisory Group
New Jersey
$250K +$260K +4,263 New
CPA
1203
Capital Planning Advisors
California
$249K
GIM
1204
Guild Investment Management
California
$249K
WSC
1205
Wellington Shields & Co
New York
$249K +$30.5K +500 +13%
Members Trust
1206
Members Trust
Florida
$248K
EWA
1207
ERTS Wealth Advisors
Michigan
$247K +$2.81K +46 +1%
FMWA
1208
Forvis Mazars Wealth Advisors
Missouri
$246K -$1.04K -17 -0.4%
CM
1209
Capital Management
Virginia
$246K
QCM
1210
Quantinno Capital Management
New York
$246K +$256K +4,196 New
NW
1211
NewEdge Wealth
Pennsylvania
$245K +$256K +4,190 New
NC
1212
NovaPoint Capital
Georgia
$244K -$7.88K -129 -3%
MCM
1213
MV Capital Management
Maryland
$244K +$38.1K +623 +18%
RP
1214
Riverwater Partners
Wisconsin
$243K +$253K +4,149 New
AAP
1215
Arax Advisory Partners
Colorado
$241K +$39.3K +644 +19%
WFI
1216
West Family Investments
California
$240K -$4.09K -67 -2%
PWP
1217
Principle Wealth Partners
Connecticut
$240K +$14.9K +244 +6%
BHWM
1218
Beaird Harris Wealth Management
Texas
$240K +$251K +4,104 New
DW
1219
Domani Wealth
Pennsylvania
$240K +$251K +4,106 New
TAM
1220
Townsend Asset Management
North Carolina
$237K -$91.2K -1,492 -27%
LCM
1221
Liberty Capital Management
Michigan
$236K +$247K +4,036 New
FUBT
1222
First United Bank & Trust
Maryland
$234K -$14.1K -230 -5%
MHIC
1223
Marble Harbor Investment Counsel
Massachusetts
$234K
SFI
1224
SPC Financial Inc
Maryland
$234K
DOA
1225
D'Orazio & Associates
Virginia
$234K +$6.11K +100 +3%