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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1201
Drive Wealth Management
Utah
$223K +$45.7K +926 +25%
PWLP
1202
Prio Wealth Limited Partnership
Massachusetts
$222K – – –
HFBOT
1203
Home Federal Bank of Tennessee
Tennessee
$221K – – –
KFGK
1204
Keystone Financial Group (Kentucky)
Kentucky
$221K +$9.57K +194 +4%
IC
1205
Intersect Capital
California
$221K +$18.5K +376 +9%
CCM
1206
Carderock Capital Management
Maryland
$220K -$9.86K -200 -4%
RWM
1207
Ritholtz Wealth Management
New York
$219K -$114K -2,307 -33%
MHS
1208
M Holdings Securities
Oregon
$219K +$247 +5 +0.1%
SIMM
1209
Stillwater Investment Management (Minnesota)
Minnesota
$219K +$2.27K +46 +1%
NF
1210
NTB Financial
Colorado
$218K – – –
CAMV
1211
Concord Asset Management (Virginia)
Virginia
$217K +$20.9K +423 +10%
IWA
1212
Intercontinental Wealth Advisors
Texas
$217K – – –
SW
1213
SVB Wealth
Massachusetts
$217K +$16.5K +335 +8%
FBB
1214
Fulton Breakefield Broenniman
Maryland
$216K – – –
HI
1215
Harbour Investments
Wisconsin
$216K +$225K +4,558 New
JIC
1216
Johnson Investment Counsel
Ohio
$215K +$17.2K +348 +8%
GFP
1217
Gryphon Financial Partners
Ohio
$214K +$223K +4,530 New
PIM
1218
Penobscot Investment Management
Massachusetts
$213K -$32.1K -650 -13%
RP
1219
Riverwater Partners
Wisconsin
$213K +$221K +4,489 New
CIBC World Market
1220
CIBC World Market
Ontario, Canada
$212K -$170K -3,456 -44%
MWP
1221
Meridian Wealth Partners
Pennsylvania
$212K +$34.8K +705 +19%
SCP
1222
Sender Company & Partners
New York
$212K +$220K +4,463 New
WSC
1223
Wellington Shields & Co
New York
$211K – – –
PWA
1224
Primoris Wealth Advisors
Florida
$210K – – –
GIM
1225
Guild Investment Management
California
$209K – – –