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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1601
Westend Capital Management
California
$4.6K – – –
FCAS
1602
First Command Advisory Services
Texas
$4.55K +$3.21K +65 +191%
DWM
1603
Darwin Wealth Management
Florida
$4.47K +$49 +1 +1%
Kayne Anderson Rudnick Investment Management
1604
Kayne Anderson Rudnick Investment Management
California
$4.37K -$988 -20 -18%
MWM
1605
Mosley Wealth Management
California
$4.12K +$4.45K +90 New
PWM
1606
Proathlete Wealth Management
Florida
$4.09K – – –
DIP
1607
DT Investment Partners
Pennsylvania
$4.05K – – –
VWM
1608
Vermillion Wealth Management
Minnesota
$3.95K +$4.25K +86 New
BDPWM
1609
Barnes Dennig Private Wealth Management
Ohio
$3.91K – – –
CTWM
1610
Cherry Tree Wealth Management
Minnesota
$3.59K – – –
FMP
1611
Financial Management Professionals
Texas
$3.49K +$2.22K +45 +145%
PWA
1612
Principia Wealth Advisory
Texas
$3.36K +$1.93K +39 +115%
CFG
1613
Clayton Financial Group
Missouri
$3.26K -$5.39K -109 -61%
BH
1614
Burk Holdings
Oklahoma
$3.26K +$3.51K +71 New
FFA
1615
Frazier Financial Advisors
Ohio
$3.13K -$10.2K -207 -75%
RWS
1616
Retirement Wealth Solutions
Wisconsin
$3.13K +$3.36K +68 New
LWM
1617
Lodestone Wealth Management
Washington
$2.99K – – –
CWP
1618
Clark Wealth Partners
Illinois
$2.94K -$889 -18 -22%
BHWM
1619
Beaird Harris Wealth Management
Texas
$2.9K – – –
RS
1620
Rakuten Securities
Japan
$2.8K -$6.67K -135 -69%
AF
1621
Abound Financial
California
$2.67K – – –
CIAS
1622
CBIZ Investment Advisory Services
Ohio
$2.53K -$6.97K -141 -72%
AIA
1623
Aventus Investment Advisors
Florida
$2.3K – – –
PUI
1624
Purpose Unlimited Inc
$2.07K -$4.4K -89 -66%
QWM
1625
Quaker Wealth Management
New Jersey
$1.98K +$346 +7 +19%