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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
NP
1401
NorthRock Partners
Minnesota
$203K -$29.9K -608 -13%
BTW
1402
Boston Trust Walden
Massachusetts
$201K +$199K +4,044 New
PCS
1403
Personal CFO Solutions
New Jersey
$201K +$199K +4,039 New
CWM
1404
Circle Wealth Management
New Jersey
$201K +$198K +4,025 New
FC
1405
Fusion Capital
South Carolina
$200K +$198K +4,019 New
LI
1406
LRI Investments
Florida
$199K -$18.5K -376 -9%
DCBT
1407
Dakota Community Bank & Trust
North Dakota
$198K – – –
Optiver Holding
1408
Optiver Holding
Netherlands
$192K +$140K +2,840 +282%
VWA
1409
VSM Wealth Advisory
Maryland
$186K – – –
CG
1410
Curat Global
New Hampshire
$186K -$54.5K -1,108 -45%
GBT
1411
Grove Bank & Trust
Florida
$185K – – –
CB
1412
CNB Bank
Pennsylvania
$185K -$197 -4 -0.1%
PCA
1413
Providence Capital Advisors
North Carolina
$183K +$181K +3,675 New
AAS
1414
Ameritas Advisory Services
Nebraska
$178K -$295K -5,989 -63%
VEA
1415
Virtus ETF Advisers
New York
$177K +$175K +3,550 New
GTAM
1416
Global Trust Asset Management
Florida
$176K +$6.15K +125 +4%
SR
1417
Swiss Re
Switzerland
$175K +$147K +2,989 +561%
FC
1418
Fairscale Capital
New Hampshire
$175K – – –
JFGIW
1419
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$173K – – –
IAS
1420
IMA Advisory Services
Colorado
$172K +$73.1K +1,486 +76%
MCM
1421
Manchester Capital Management
Vermont
$170K – – –
OL
1422
OneFund LLC
Florida
$169K -$5.95K -121 -3%
EP
1423
Essential Partners
California
$167K +$69.7K +1,416 +73%
GWM
1424
Gilpin Wealth Management
Colorado
$166K – – –
AAG
1425
Accordant Advisory Group
Maryland
$164K – – –