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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
IC
1201
Intersect Capital
California
$221K +$18.5K +376 +9%
CCM
1202
Carderock Capital Management
Maryland
$220K -$9.86K -200 -4%
RWM
1203
Ritholtz Wealth Management
New York
$219K -$114K -2,307 -33%
MHS
1204
M Holdings Securities
Oregon
$219K +$247 +5 +0.1%
SIMM
1205
Stillwater Investment Management (Minnesota)
Minnesota
$219K +$2.27K +46 +1%
NF
1206
NTB Financial
Colorado
$218K
CAMV
1207
Concord Asset Management (Virginia)
Virginia
$217K +$20.9K +423 +10%
IWA
1208
Intercontinental Wealth Advisors
Texas
$217K
SW
1209
SVB Wealth
Massachusetts
$217K +$16.5K +335 +8%
FBB
1210
Fulton Breakefield Broenniman
Maryland
$216K
HI
1211
Harbour Investments
Wisconsin
$216K +$225K +4,558 New
JIC
1212
Johnson Investment Counsel
Ohio
$215K +$17.2K +348 +8%
GFP
1213
Gryphon Financial Partners
Ohio
$214K +$223K +4,530 New
PIM
1214
Penobscot Investment Management
Massachusetts
$213K -$32.1K -650 -13%
RP
1215
Riverwater Partners
Wisconsin
$213K +$221K +4,489 New
CIBC World Market
1216
CIBC World Market
Ontario, Canada
$212K -$170K -3,456 -44%
MWP
1217
Meridian Wealth Partners
Pennsylvania
$212K +$34.8K +705 +19%
SCP
1218
Sender Company & Partners
New York
$212K +$220K +4,463 New
WSC
1219
Wellington Shields & Co
New York
$211K
PWA
1220
Primoris Wealth Advisors
Florida
$210K
GIM
1221
Guild Investment Management
California
$209K
LIA
1222
LS Investment Advisors
Michigan
$209K
CM
1223
Capital Management
Virginia
$209K +$9.86K +200 +5%
KA
1224
Klingman & Associates
New York
$207K -$3.65K -74 -2%
PCMC
1225
Paragon Capital Management (Colorado)
Colorado
$207K +$37.6K +763 +21%