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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
1326
Ford Financial Group
California
$7K +$8.4K +143 New
BA
1327
Bellwether Advisors
Nebraska
$6K – – –
FMB
1328
Field & Main Bank
Kentucky
$6K – – –
SWG
1329
Summit Wealth Group
Vermont
$6K – – –
PWS
1330
Paragon Wealth Strategies
Florida
$6K +$5.82K +99 New
CP
1331
Castleview Partners
Texas
$6K +$5.93K +101 New
LWA
1332
Lenox Wealth Advisors
New York
$5K -$10.5K -178 -65%
HWM
1333
HighMark Wealth Management
Minnesota
$5K -$6.76K -115 -58%
CTB
1334
Country Trust Bank
Illinois
$5K – – –
KFI
1335
Key Financial Inc
Pennsylvania
$5K – – –
VCM
1336
Vigilant Capital Management
Maine
$4K +$3.82K +65 New
M
1337
MOTCO
Texas
$4K +$3.94K +67 New
CPWM
1338
Cypress Point Wealth Management
Texas
$4K +$4.41K +75 New
JFA
1339
JNBA Financial Advisors
Minnesota
$3K – – –
RAM
1340
Riggs Asset Management
Pennsylvania
$3K – – –
SMG
1341
Spectrum Management Group
Indiana
$3K – – –
CMBA
1342
C.M. Bidwell & Associates
Hawaii
$3K +$3.47K +59 New
APWA
1343
Atlas Private Wealth Advisors
New Jersey
$2K -$23.2K -395 -91%
RIM
1344
Rockbridge Investment Management
New York
$2K -$3K -51 -60%
JPLA
1345
Joseph P. Lucia & Associates
New York
$2K – – –
LWA
1346
Lowe Wealth Advisors
Maryland
$2K – – –
MFA
1347
McClarren Financial Advisors
Pennsylvania
$2K – – –
FWM
1348
Focused Wealth Management
New York
$2K +$59 +1 +2%
LF
1349
Lee Financial
Texas
$2K +$1.88K +32 New
TFM
1350
TFC Financial Management
Massachusetts
$1K – – –