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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1276
Barrett Asset Management
New York
$53K – – –
CWA
1277
Clearview Wealth Advisors
Oregon
$53K – – –
FPFS
1278
First Personal Financial Services
North Carolina
$53K – – –
CCA
1279
Column Capital Advisors
Indiana
$53K +$2.18K +39 +4%
HR
1280
Howe & Rusling
New York
$50K -$9K -161 -16%
WWM
1281
Wolff Wiese Magana
California
$50K -$1.9K -34 -4%
HFM
1282
Harvest Fund Management
China
$50K – – –
SC
1283
Solstein Capital
California
$50K – – –
CFG
1284
CKW Financial Group
Hawaii
$48K – – –
SIS
1285
Sound Income Strategies
Florida
$46K – – –
FF
1286
FourThought Financial
Florida
$44K -$73.2K -1,310 -63%
EARNEST Partners
1287
EARNEST Partners
Georgia
$44K – – –
SFP
1288
Sterling Financial Planning
New Jersey
$44K – – –
TWM
1289
Tradition Wealth Management
Minnesota
$43K +$10.6K +189 +35%
FMP
1290
Financial Management Professionals
Texas
$43K +$16.8K +300 +68%
EWA
1291
Evolution Wealth Advisors
Florida
$42K +$19.4K +348 +93%
SFPG
1292
Stonebridge Financial Planning Group
Florida
$40K – – –
BEI
1293
Benjamin Edwards Inc
Missouri
$40K +$38.6K +690 New
NFSG
1294
Newbridge Financial Services Group
Florida
$39K -$1.79K -32 -5%
FA
1295
Fortis Advisors
Pennsylvania
$39K +$335 +6 +0.9%
TH
1296
TCTC Holdings
Texas
$39K +$19.6K +350 +110%
DWP
1297
Destiny Wealth Partners
Florida
$38K +$36.1K +646 New
RE
1298
RBC Europe
United Kingdom
$37.9K – – –
TFIPS
1299
Towarzystwo Funduszy Inwestycyjnych PZU SA
$37.9K – – –
KIG
1300
Kowal Investment Group
Wisconsin
$37K +$35.1K +628 New