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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
DA
1251
Detalus Advisors
Missouri
$219K +$228K +3,732 New
SWA
1252
SFMG Wealth Advisors
Texas
$219K +$228K +3,736 New
SWM
1253
Silverlake Wealth Management
Vermont
$217K +$227K +3,714 New
WI
1254
Wedgewood Investors
Pennsylvania
$217K -$26.6K -436 -11%
MGI
1255
MayTech Global Investments
New York
$217K -$20.2K -330 -8%
TA
1256
TrueWealth Advisors
Alabama
$216K +$7.58K +124 +3%
CCC
1257
Crescent Capital Consulting
Louisiana
$215K
LAS
1258
LWM Advisory Services
Florida
$215K +$224K +3,671 New
WF
1259
Warner Financial
Maryland
$215K +$225K +3,675 New
PP
1260
Patron Partners
Texas
$211K -$122 -2 -0.1%
CC
1261
Chicago Capital
Illinois
$211K
GIP
1262
Greatmark Investment Partners
Georgia
$211K +$733 +12 +0.3%
GMA
1263
Glassy Mountain Advisors
Maryland
$210K +$219K +3,586 New
RAM
1264
Redmond Asset Management
Virginia
$209K +$6.84K +112 +3%
AF
1265
Allworth Financial
California
$209K +$32.1K +526 +17%
SW
1266
SVB Wealth
Massachusetts
$208K -$472K -7,719 -69%
AA
1267
Apriem Advisors
California
$208K +$2.32K +38 +1%
EWM
1268
Empirical Wealth Management
Washington
$208K +$217K +3,544 New
DWM
1269
Destination Wealth Management
California
$207K +$216K +3,528 New
BWFA
1270
Baltimore-Washington Financial Advisors
Maryland
$207K +$216K +3,537 New
FA
1271
Fermata Advisors
California
$206K -$11.5K -189 -5%
CWM
1272
CCG Wealth Management
California
$206K
PAM
1273
Private Asset Management
California
$206K
SIM
1274
SSI Investment Management
California
$206K
TP
1275
Tranquility Partners
Tennessee
$206K