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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1551
Aaron Wealth Advisors
Illinois
– -$147K -2,585 Closed
JSAM
1552
J. Safra Asset Management
New York
– -$129K -2,000 Closed
HA
1553
Herold Advisors
New York
– -$76.4K -1,346 Closed
FAG
1554
Fortitude Advisory Group
Washington
– -$74K -1,304 Closed
UFF
1555
USA Financial Formulas
Michigan
– -$59.4K -1,205 -99%
FFWM
1556
Future Financial Wealth Management
Ohio
– -$51K -900 Closed
CI
1557
Carroll Investors
South Carolina
– -$44K -790 Closed
CWA
1558
Carolina Wealth Advisors
South Carolina
– -$22.3K -453 -99%
TFO
1559
Tarbox Family Office
California
– -$21K -374 Closed
BLC
1560
Brown, Lisle/Cummings
Rhode Island
– -$19.6K -345 Closed
CWM
1561
Cranbrook Wealth Management
Michigan
– -$17K -295 Closed
DWA
1562
Delos Wealth Advisors
Texas
– -$14K -248 Closed
AFG
1563
Albion Financial Group
Utah
– -$9K -157 Closed
WFA
1564
West Financial Advisors
Iowa
– -$8K -140 Closed
CI
1565
Cordant Inc
Oregon
– -$6K -99 Closed
MSFP
1566
Mark Sheptoff Financial Planning
Connecticut
– -$4K -67 Closed
JFA
1567
JNBA Financial Advisors
Minnesota
– -$4K -63 Closed
MFA
1568
McClarren Financial Advisors
Pennsylvania
– -$2K -50 Closed
Loomis, Sayles & Company
1569
Loomis, Sayles & Company
Massachusetts
– -$2K -30 Closed
MAM
1570
Marquette Asset Management
Minnesota
– -$99 -2 -17%
OLVIG
1571
Oliver Lagore Vanvalin Investment Group
Michigan
– +$444 +9 New