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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
GM
1201
GeoWealth Management
Illinois
$264K -$12.9K -288 -5%
FA
1202
FDx Advisors
Illinois
$263K -$16.1K -361 -6%
RMDI
1203
R.M. Davis Inc
Maine
$262K +$46.3K +1,038 +21%
AFW
1204
Avantra Family Wealth
Pennsylvania
$262K +$269K +6,035 New
MSFS
1205
Main Street Financial Solutions
Pennsylvania
$260K -$6.96K -156 -3%
CFO
1206
CVA Family Office
Colorado
$259K +$15.5K +348 +6%
EWM
1207
Evermay Wealth Management
Virginia
$258K – – –
FFC
1208
Frederick Financial Consultants
Maryland
$258K +$266K +5,951 New
CRC
1209
Curi RMB Capital
Illinois
$258K +$89 +2 +0%
SWIG
1210
Strategic Wealth Investment Group
Kentucky
$258K -$2.81K -63 -1%
EAM
1211
Everstar Asset Management
North Carolina
$257K +$264K +5,920 New
LF
1212
Lantz Financial
Illinois
$257K +$8.21K +184 +3%
KFC
1213
Klingenstein Fields & Co
New York
$256K – – –
GAM
1214
Generali Asset Management
Italy
$256K +$263K +5,895 New
RPA
1215
Rock Point Advisors
Vermont
$255K – – –
TFA
1216
Transamerica Financial Advisors
Florida
$254K -$3.57K -80 -1%
FTC
1217
Farmers Trust Company
Ohio
$253K -$24.5K -550 -9%
DOA
1218
D'Orazio & Associates
Virginia
$252K +$1.61K +36 +0.6%
CAL
1219
Capital Analysts LLC
Pennsylvania
$252K +$54.3K +1,216 +26%
AAS
1220
Ameritas Advisory Services
Nebraska
$251K +$259K +5,795 New
LC
1221
Lindbrook Capital
California
$251K +$3.04K +68 +1%
WA
1222
Waddell & Associates
Tennessee
$251K +$1.07K +24 +0.4%
CA
1223
Calton & Associates
Florida
$250K -$179 -4 -0.1%
Capstone Investment Advisors
1224
Capstone Investment Advisors
New York
$250K +$6.65K +149 +3%
BWM
1225
Baron Wealth Management
Michigan
$248K -$268 -6 -0.1%