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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PL
1601
Perpetual Ltd
Australia
-$312K -7,250 Closed
LWM
1602
Lyell Wealth Management
California
-$307K -7,143 Closed
Capstone Investment Advisors
1603
Capstone Investment Advisors
New York
-$295K -6,544 Closed
MC
1604
Machina Capital
France
-$276K -6,414 Closed
MPM
1605
MBB Public Markets
Illinois
-$268K -6,236 Closed
AA
1606
Armis Advisers
Georgia
-$267K -5,868 Closed
PA
1607
Prossimo Advisors
California
-$247K -5,744 Closed
PPG
1608
Peak Planning Group
Colorado
-$246K -5,722 Closed
SHWM
1609
Smith & Howard Wealth Management
Georgia
-$240K -5,582 Closed
CWMS
1610
Cannon Wealth Management Services
North Carolina
-$239K -5,559 Closed
MAM
1611
Madison Asset Management
Wisconsin
-$236K -5,500 Closed
CPC
1612
Consolidated Planning Corp
Georgia
-$236K -5,488 Closed
SHFA
1613
SC&H Financial Advisors
Maryland
-$223K -5,183 Closed
1W
1614
1776 Wealth
Georgia
-$219K -5,100 Closed
NWAG
1615
Net Worth Advisory Group
Utah
-$218K -5,061 Closed
GSWA
1616
Good Steward Wealth Advisors
Tennessee
-$217K -5,051 Closed
GCP
1617
GSA Capital Partners
United Kingdom
-$215K -5,001 Closed
NAMP
1618
NorthStar Asset Management (Pennsylvania)
Pennsylvania
-$215K -5,000 Closed
CCAL
1619
City Center Advisors LLC
Michigan
-$213K -4,950 Closed
HFRG
1620
Houlihan Financial Resource Group
Virginia
-$210K -4,871 Closed
AC
1621
Avestar Capital
New York
-$209K -4,855 Closed
CWM
1622
CarsonAllaria Wealth Management
Illinois
-$159K -3,696 Closed
IMC
1623
Investment Management Corporation
Virginia
-$149K -3,459 Closed
CCM
1624
Carderock Capital Management
Maryland
-$135K -3,137 Closed
KWM
1625
Kiker Wealth Management
Georgia
-$69K -1,605 Closed