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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
1226
McGlone Suttner Wealth Management
Wisconsin
$81.7K +$69.4K +2,212 New
SN
1227
Sittner & Nelson
Oregon
$80.3K – – –
BWM
1228
BKM Wealth Management
Wisconsin
$78.3K +$66.6K +2,121 New
AEPWM
1229
Atlantic Edge Private Wealth Management
Florida
$78.2K +$66.5K +2,117 New
BFS
1230
Bare Financial Services
Pennsylvania
$76.9K +$65.4K +2,083 New
LFG
1231
Larson Financial Group
Missouri
$72.9K -$6.84K -218 -10%
MSG
1232
Main Street Group
Virginia
$72.2K +$61.4K +1,956 New
UM
1233
UniSuper Management
Australia
$71.4K +$60.8K +1,935 New
PB
1234
Pinnacle Bancorp
Nebraska
$71K +$3.14K +100 +5%
CAL
1235
Capital Advisors Ltd
Ohio
$71K -$1.98K -63 -3%
Loomis, Sayles & Company
1236
Loomis, Sayles & Company
Massachusetts
$70K -$377 -12 -0.6%
AF
1237
Advisornet Financial
Minnesota
$69K -$25.5K -811 -30%
PCA
1238
Providence Capital Advisors
North Carolina
$68.6K – – –
CT
1239
Clearstead Trust
Maine
$68.2K – – –
QC
1240
Quent Capital
New York
$66.3K -$16K -510 -22%
PIS
1241
POM Investment Strategies
North Carolina
$64.3K +$54.7K +1,741 New
HCM
1242
Highlander Capital Management
New Jersey
$62K – – –
CWM
1243
Cedar Wealth Management
California
$59.1K – – –
FFC
1244
First Financial Corp
Indiana
$58.6K – – –
SC
1245
Stephens Consulting
Michigan
$57.4K – – –
EA
1246
Evolution Advisers
Virginia
$57K +$15.7K +500 +50%
FUBT
1247
First United Bank & Trust
Maryland
$56.5K +$48K +1,529 New
NFSG
1248
Newbridge Financial Services Group
Florida
$55.4K -$63.3K -2,016 -57%
ORAM
1249
One River Asset Management
Connecticut
$54.2K -$63.9K -2,034 -58%
WAS
1250
Winch Advisory Services
Wisconsin
$52.2K +$408 +13 +0.9%