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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
1351
B. Riley Wealth Advisors
Florida
$210K -$149K -3,246 -43%
BCM
1352
Boltwood Capital Management
California
$210K -$11.1K -240 -5%
CIP
1353
Convergence Investment Partners
Florida
$210K -$540K -11,718 -73%
WWM
1354
Western Wealth Management
Colorado
$210K +$196K +4,262 New
1WA
1355
180 Wealth Advisors
Washington
$210K +$196K +4,259 New
AWE
1356
Avidian Wealth Enterprises
Texas
$209K +$195K +4,241 New
RWC
1357
Rare Wolf Capital
Washington
$208K +$195K +4,229 New
SHFP
1358
Second Half Financial Partners
Florida
$208K +$195K +4,229 New
Capstone Investment Advisors
1359
Capstone Investment Advisors
New York
$208K +$195K +4,225 New
HFBOT
1360
Home Federal Bank of Tennessee
Tennessee
$207K +$194K +4,209 New
WDC
1361
Woodward Diversified Capital
California
$206K +$193K +4,186 New
CAG
1362
Crestwood Advisors Group
Massachusetts
$206K +$193K +4,184 New
LAM
1363
Longboard Asset Management
Arizona
$206K +$193K +4,183 New
CWMS
1364
Cannon Wealth Management Services
North Carolina
$205K +$192K +4,170 New
HAM
1365
Harmony Asset Management
Arizona
$204K -$55.7K -1,209 -23%
CB
1366
Chris Bulman
California
$204K +$191K +4,155 New
EIP
1367
Ellis Investment Partners
Pennsylvania
$203K +$190K +4,130 New
NFSG
1368
Newbridge Financial Services Group
Florida
$203K -$6.59K -143 -3%
CH
1369
Cromwell Holdings
Wyoming
$202K
WWC
1370
Waypoint Wealth Counsel
Georgia
$201K -$25.1K -545 -12%
TW
1371
Tempo Wealth
Ohio
$201K +$188K +4,086 New
SA
1372
Stewardship Advisors
Pennsylvania
$201K +$188K +4,084 New
SIA
1373
Soltis Investment Advisors
Utah
$201K +$188K +4,079 New
CWP
1374
Curated Wealth Partners
California
$201K +$188K +4,079 New
JWWM
1375
Johnson & White Wealth Management
Pennsylvania
$200K +$188K +4,073 New