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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1351
One Wealth Advisors
California
$43.5K +$44.3K +1,011 New
CFG
1352
CKW Financial Group
Hawaii
$43K
PMFA
1353
Plante Moran Financial Advisors
Michigan
$42.1K +$1.45K +33 +3%
CAL
1354
Capital Advisors Ltd
Ohio
$42K +$81.6K +1,861 +463%
MHR
1355
Matthew Hamilton Rosenberg
$41.9K +$88 +2 +0.2%
ETC
1356
Exchange Traded Concepts
Oklahoma
$41.3K -$205K -4,670 -83%
CPG
1357
Cornerstone Planning Group
New Jersey
$38.4K +$35.3K +805 New
WSCM
1358
Wellington Shields Capital Management
New York
$37.7K
VCM
1359
Versant Capital Management
Arizona
$37.4K -$483 -11 -1%
HWM
1360
Horizons Wealth Management
North Carolina
$37K
CCA
1361
Column Capital Advisors
Indiana
$36.7K
CG
1362
Cutler Group
California
$36K -$47.9K -1,092 -56%
FPFS
1363
First Personal Financial Services
North Carolina
$33.4K -$18.3K -418 -35%
AAG
1364
Armstrong Advisory Group
Massachusetts
$33.3K +$34K +775 New
TWM
1365
Tradition Wealth Management
Minnesota
$33K +$526 +12 +2%
NFSG
1366
Newbridge Financial Services Group
Florida
$32.7K +$5.97K +136 +22%
EARNEST Partners
1367
EARNEST Partners
Georgia
$32.1K
WWM
1368
Wolff Wiese Magana
California
$32.1K +$658 +15 +2%
AI
1369
AXS Investments
New York
$31.4K +$32K +730 New
NF
1370
Norwood Financial
Pennsylvania
$30.1K
HDIM
1371
Hanson & Doremus Investment Management
Vermont
$29K
JSAM
1372
J. Safra Asset Management
New York
$29K +$30K +683 New
GFWA
1373
Grey Fox Wealth Advisors
Delaware
$28.1K +$28.6K +653 New
WB
1374
Webster Bank
Connecticut
$27K
EC
1375
Elequin Capital
New York
$26.2K +$26.7K +608 New