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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PG
1251
Proffitt & Goodson
Tennessee
$129K
HIA
1252
Harbor Investment Advisory
Maryland
$126K +$289 +6 +0.2%
CIR
1253
Clear Investment Research
Georgia
$124K
EIP
1254
Ellis Investment Partners
Pennsylvania
$119K +$2.94K +61 +2%
QC
1255
Quent Capital
New York
$119K +$21.6K +448 +20%
Pacer Advisors
1256
Pacer Advisors
Pennsylvania
$118K -$1.2M -24,899 -90%
JWA
1257
JFS Wealth Advisors
Pennsylvania
$116K -$6.59K -137 -5%
EC
1258
EdgeRock Capital
Colorado
$114K +$126K +2,619 New
JWM
1259
Janiczek Wealth Management
Colorado
$113K +$9.72K +202 +8%
GCM
1260
Gables Capital Management
Florida
$110K
BIP
1261
Blueprint Investment Partners
North Carolina
$110K +$121K +2,520 New
APC
1262
Aspire Private Capital
North Carolina
$106K +$9.05K +188 +8%
DCM
1263
Dupont Capital Management
Delaware
$103K -$79.1K -1,644 -41%
CFD
1264
Creative Financial Designs
Indiana
$95K -$54.9K -1,141 -34%
SN
1265
Sittner & Nelson
Oregon
$95K
C
1266
Covestor
United Kingdom
$93K +$12.8K +265 +14%
Loomis, Sayles & Company
1267
Loomis, Sayles & Company
Massachusetts
$90K +$99.2K +2,061 New
PPWM
1268
PFG Private Wealth Management
Florida
$87K -$722 -15 -0.7%
CT
1269
Clearstead Trust
Maine
$86K +$6.78K +141 +8%
IAS
1270
IMA Advisory Services
Colorado
$85K
CG
1271
Cutler Group
California
$84K +$93.6K +1,946 New
MA
1272
MUFG Americas
New York
$82K +$3.51K +73 +4%
MMG
1273
Monetary Management Group
Missouri
$80K
CWM
1274
Castle Wealth Management
Florida
$79K +$241 +5 +0.3%
LS
1275
Livforsakringsbolaget Skandia
Sweden
$78K -$380K -7,900 -82%