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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
1351
McClarren Financial Advisors
Pennsylvania
$6K +$31 +1 +0.6%
PCMC
1352
Planning Capital Management Corporation
Pennsylvania
$5.98K +$5.09K +162 New
KFI
1353
Key Financial Inc
Pennsylvania
$5.76K -$5.09K -162 -51%
GA
1354
GoalVest Advisory
New York
$5.35K +$4.55K +145 New
VWA
1355
Valued Wealth Advisors
Utah
$5.12K +$5.62K +179 New
SIA
1356
Sit Investment Associates
Minnesota
$5K
FFO
1357
Fortitude Family Office
Arizona
$4.91K +$4.18K +133 New
ANBT
1358
American National Bank & Trust
Texas
$4.87K +$4.14K +132 New
NCM
1359
Northwest Capital Management
Oregon
$4.54K -$9.45K -301 -71%
CPG
1360
Cornerstone Planning Group
New Jersey
$4.54K
GG
1361
Greenwood Gearhart
Arkansas
$4.06K +$3.45K +110 New
ODG
1362
O'Dell Group
Ohio
$4.03K +$3.42K +109 New
CMP
1363
Coston McIsaac & Partners
Maine
$4K
AW
1364
Avion Wealth
Texas
$4K +$2.7K +86 +246%
DF
1365
Dunhill Financial
United Kingdom
$3.89K +$3.3K +105 New
PPWM
1366
PFG Private Wealth Management
Florida
$3.73K -$35.1K -1,117 -92%
GWSG
1367
GPS Wealth Strategies Group
Colorado
$3.69K
Kayne Anderson Rudnick Investment Management
1368
Kayne Anderson Rudnick Investment Management
California
$3.54K +$2.95K +94 +9,400%
OP
1369
ORG Partners
Indiana
$3.52K -$9.54K -304 -76%
IWA
1370
IBEX Wealth Advisors
New Jersey
$3.39K +$2.89K +92 New
DIP
1371
DT Investment Partners
Pennsylvania
$3.36K
OAJ
1372
Ogorek Anthony Joseph
New York
$3K -$394K -12,557 -99%
CTWM
1373
Cherry Tree Wealth Management
Minnesota
$2.88K
TAM
1374
Tucker Asset Management
Colorado
$2.88K
BHWM
1375
Beaird Harris Wealth Management
Texas
$2.7K +$2.29K +73 New