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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
EW
1201
Element Wealth
Mississippi
$225K +$222K +5,250 New
AC
1202
ASB Consultores
Florida
$224K +$221K +5,241 New
SCA
1203
Southern Capital Advisors
Tennessee
$224K +$2.58K +61 +1%
CPIG
1204
Chicago Partners Investment Group
Illinois
$224K +$217K +5,148 New
MKA
1205
M. Kulyk & Associates
Georgia
$224K -$1.1K -26 -0.5%
PCG
1206
Prosperity Consulting Group
Maryland
$223K +$220K +5,209 New
HTIM
1207
Harbour Trust & Investment Management
Indiana
$223K -$3.59K -85 -2%
KFS
1208
Keynote Financial Services
Connecticut
$223K – – –
VAS
1209
Vestmark Advisory Solutions
Massachusetts
$222K +$220K +5,199 New
FWCM
1210
Ferguson Wellman Capital Management
Oregon
$221K -$120K -2,853 -36%
VCM
1211
Virtue Capital Management
Tennessee
$220K -$3.46K -82 -2%
CP
1212
Castleview Partners
Texas
$219K +$2.91K +69 +1%
WWM
1213
Western Wealth Management
Colorado
$218K +$215K +5,098 New
SJL
1214
Shayne & Jacobs LLC
Tennessee
$218K +$215K +5,086 New
YCG
1215
Yeomans Consulting Group
Georgia
$218K -$63.3K -1,499 -23%
SPC
1216
Spirepoint Private Client
Florida
$217K +$214K +5,076 New
SC
1217
Syon Capital
California
$217K +$214K +5,067 New
LWA
1218
Lantern Wealth Advisors
New York
$216K -$31.7K -750 -13%
RCM
1219
Radnor Capital Management
Pennsylvania
$216K +$213K +5,045 New
TVAMP
1220
Tennessee Valley Asset Management Partners
Tennessee
$216K +$211K +4,991 New
RMDI
1221
R.M. Davis Inc
Maine
$214K -$32.9K -780 -13%
TFS
1222
Thoroughbred Financial Services
Tennessee
$213K +$211K +5,001 New
LWM
1223
LongView Wealth Management
Georgia
$213K -$14.7K -347 -7%
DFG
1224
Delta Financial Group
New Jersey
$212K +$210K +4,966 New
SFG
1225
SevenBridge Financial Group
Pennsylvania
$211K +$192K +4,553 New