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Truist Financial

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