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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
APFP
1501
Action Point Financial Planning
Michigan
$51.2K +$50.7K +1,031 New
TCM
1502
TD Capital Management
Tennessee
$51.1K +$30.4K +617 +150%
HPBT
1503
Hickory Point Bank & Trust
Illinois
$50.9K
APW
1504
Aventura Private Wealth
Florida
$49.2K +$2.36K +48 +5%
UOTTAIMCU
1505
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$48.8K +$48.2K +980 New
PWMG
1506
Private Wealth Management Group
New Jersey
$48.1K
MAM
1507
Morse Asset Management
Connecticut
$47.7K +$47.1K +958 New
SGK
1508
Steigerwald Gordon & Koch
Virginia
$47.5K +$12.7K +259 +37%
TWD
1509
True Wealth Design
Ohio
$46.9K +$16.3K +332 +55%
SWM
1510
SHP Wealth Management
Massachusetts
$46.2K +$394 +8 +0.9%
GWP
1511
Gen-Wealth Partners
Michigan
$45.2K
EWP
1512
Elevation Wealth Partners
California
$44.4K +$13.5K +275 +45%
TC
1513
Trust Company
Kansas
$43.6K -$63K -1,281 -59%
SEP
1514
Signature Equity Partners
Ohio
$43K -$443 -9 -1%
WCM
1515
Winthrop Capital Management
Indiana
$42K
Q1WB
1516
Quest 10 Wealth Builders
Virginia
$41.5K +$492 +10 +1%
NFSG
1517
Newbridge Financial Services Group
Florida
$40.6K +$40.1K +815 New
BFS
1518
Bare Financial Services
Pennsylvania
$40.5K +$148 +3 +0.4%
AFC
1519
Ares Financial Consulting
California
$39.7K
AA
1520
Ancora Advisors
Ohio
$37.3K -$9.2K -187 -20%
WAS
1521
Winch Advisory Services
Wisconsin
$36.3K +$394 +8 +1%
APW
1522
Atlantic Private Wealth
North Carolina
$35.6K
Loomis, Sayles & Company
1523
Loomis, Sayles & Company
Massachusetts
$35.5K +$13.8K +280 +65%
GEA
1524
Glen Eagle Advisors
New Jersey
$34.9K +$22.8K +464 +197%
Walleye Capital
1525
Walleye Capital
New York
$34.8K +$34.4K +699 New