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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MAS
1601
MPWM Advisory Solutions
Georgia
$7.15K +$5.57K +121 +504%
AIS
1602
Advocate Investing Services
Maryland
$7.04K +$6.59K +143 New
IWM
1603
IMG Wealth Management
Florida
$6.94K +$967 +21 +18%
PUI
1604
Purpose Unlimited Inc
$6.59K +$6.17K +134 New
DSC
1605
Daytona Street Capital
Missouri
$6.59K +$6.17K +134 New
SIC
1606
SJS Investment Consulting
Ohio
$6.42K +$2.67K +58 +81%
DPW
1607
DiNuzzo Private Wealth
Pennsylvania
$6.4K +$1.7K +37 +40%
LB
1608
Legacy Bridge
Iowa
$6K +$5.62K +122 New
SIA
1609
Sit Investment Associates
Minnesota
$6K – – –
FFC
1610
First Financial Corp
Indiana
$5.91K – – –
SFG
1611
Strive Financial Group
Indiana
$5.86K +$5.48K +119 New
Kayne Anderson Rudnick Investment Management
1612
Kayne Anderson Rudnick Investment Management
California
$5.62K +$276 +6 +6%
BHWM
1613
Bay Harbor Wealth Management
Maryland
$5.26K +$1.66K +36 +51%
WFA
1614
West Financial Advisors
Iowa
$5.02K +$4.7K +102 New
NWS
1615
Nvest Wealth Strategies
Ohio
$4.92K +$4.61K +100 New
WCM
1616
Westend Capital Management
California
$4.92K +$4.61K +100 New
DWM
1617
Darwin Wealth Management
Florida
$4.73K -$27.6K -599 -86%
NWM
1618
Nova Wealth Management
Florida
$4.4K – – –
PWM
1619
Proathlete Wealth Management
Florida
$4.38K -$8.84K -192 -68%
DIP
1620
DT Investment Partners
Pennsylvania
$4.33K – – –
BDPWM
1621
Barnes Dennig Private Wealth Management
Ohio
$4.18K – – –
CWP
1622
Clark Wealth Partners
Illinois
$4.04K – – –
DF
1623
DecisionPoint Financial
Arizona
$3.99K +$3.73K +81 New
CTWM
1624
Cherry Tree Wealth Management
Minnesota
$3.84K – – –
KCM
1625
Key Capital Management
Tennessee
$3.4K +$3.18K +69 New