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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
1526
Edmond de Rothschild Holding
Switzerland
$18.5K
OCM
1527
Orion Capital Management
California
$18.1K +$198 +4 +1%
FG
1528
Fairman Group
Pennsylvania
$18K +$198 +4 +1%
OAJ
1529
Ogorek Anthony Joseph
New York
$18K -$4.2K -85 -18%
AP
1530
Aspect Partners
Virginia
$17.9K
MMG
1531
Monetary Management Group
Missouri
$17.8K
PF
1532
PlanVest Financial
Maryland
$17.4K +$18.7K +379 New
BW
1533
Basepoint Wealth
Iowa
$17.4K +$49 +1 +0.3%
C
1534
Covestor
United Kingdom
$17K -$12.9K -262 -41%
PB
1535
Pinnacle Bancorp
Nebraska
$16.8K -$19.5K -394 -52%
PWMG
1536
Prestige Wealth Management Group
New Jersey
$16.7K
SWP
1537
Strategic Wealth Partners
Ohio
$16.6K
PSB
1538
Piscataqua Savings Bank
New Hampshire
$16.5K
HDIM
1539
Hanson & Doremus Investment Management
Vermont
$16K
CPG
1540
Cornerstone Planning Group
New Jersey
$15.4K +$4.94K +100 +48%
WPA
1541
Wealth Preservation Advisors
Tennessee
$15.1K -$16K -323 -50%
VWA
1542
Valued Wealth Advisors
Utah
$14.7K +$1.68K +34 +12%
AAG
1543
Armstrong Advisory Group
Massachusetts
$14.7K
CMA
1544
Cedar Mountain Advisors
Oregon
$14.3K +$5.04K +102 +49%
SC
1545
Solstein Capital
California
$14.3K
SSG
1546
Summit Securities Group
New York
$14.1K -$1.16M -23,510 -99%
CT
1547
Coastline Trust
Rhode Island
$13.8K
OW
1548
Olistico Wealth
Oklahoma
$13.8K
AW
1549
Avion Wealth
Texas
$13K +$1.78K +36 +14%
TM
1550
Torren Management
California
$12.8K -$34.9K -707 -72%