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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
RAM
1401
Riggs Asset Management
Pennsylvania
$3K – – –
SMG
1402
Spectrum Management Group
Indiana
$3K – – –
ACA
1403
Atlas Capital Advisors
Wyoming
$2.96K -$12K -250 -79%
LTI
1404
Laffer Tengler Investments
Tennessee
$2.18K +$2.41K +50 New
EBA
1405
Eagle Bay Advisors
New York
$2K – – –
FWM
1406
Focused Wealth Management
New York
$2K +$48 +1 +2%
DI
1407
Disciplined Investments
Oklahoma
$2K +$144 +3 +8%
BHWM
1408
Bay Harbor Wealth Management
Maryland
$2K +$192 +4 +10%
S
1409
Surevest
California
$2K +$1.35K +28 +112%
MFA
1410
McClarren Financial Advisors
Pennsylvania
$2K +$2.45K +51 New
SIC
1411
SJS Investment Consulting
Ohio
$2K +$2.74K +57 New
FSWA
1412
Financial Synergies Wealth Advisors
Texas
$1.09K -$722 -15 -38%
CWM
1413
Cedar Wealth Management
California
$1K -$2.45K -51 -75%
FCT
1414
First Community Trust
Iowa
$1K – – –
LWA
1415
Lowe Wealth Advisors
Maryland
$1K – – –
TFM
1416
TFC Financial Management
Massachusetts
$1K – – –
TFA
1417
Transamerica Financial Advisors
Florida
$1K – – –
HWMA
1418
Heritage Wealth Management (Arizona)
Arizona
$1K +$962 +20 New
CPFP
1419
Clear Perspectives Financial Planning
Ohio
$1K +$1.4K +29 New
GFPC
1420
Global Financial Private Client
Florida
$715 – – –
WIM
1421
Westside Investment Management
California
$46 – – –
BC
1422
Brookfield Corp
Ontario, Canada
– -$28.1M -591,540 Closed
GC
1423
Gillson Capital
Illinois
– -$22.5M -474,924 Closed
Renaissance Technologies
1424
Renaissance Technologies
New York
– -$22.4M -472,417 Closed
GGI
1425
Godsey & Gibb Inc
Virginia
– -$17M -358,081 Closed