We are live on ! Find out more
TFC icon

Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
WC
501
Woodstock Corp
Massachusetts
$400K -$299K -7,924 -42%
WPW
502
Waldron Private Wealth
Pennsylvania
$400K
BC
503
Bartlett & Co
Ohio
$398K
JWM
504
Jacobus Wealth Management
Wisconsin
$398K
WS
505
Wedbush Securities
California
$393K
PTC
506
Private Trust Company
Ohio
$381K
FNBOMD
507
First National Bank of Mount Dora
Florida
$377K -$974K -25,800 -72%
MPWT
508
MassMutual Private Wealth & Trust
Connecticut
$377K -$156K -4,123 -29%
CT
509
Coastline Trust
Rhode Island
$373K +$8.68K +230 +2%
AA
510
Ancora Advisors
Ohio
$372K -$37.8K -1,000 -9%
MGIA
511
Moneta Group Investment Advisors
Missouri
$372K +$378K +10,000 New
JIC
512
Johnson Investment Counsel
Ohio
$358K +$7.55K +200 +2%
HH
513
Hilltop Holdings
Texas
$351K -$51.7K -1,370 -13%
BHWM
514
Bar Harbor Wealth Management
New Hampshire
$349K -$1.89K -50 -0.5%
VFP
515
Verus Financial Partners
Virginia
$342K -$8.34K -221 -2%
PAG
516
Private Advisor Group
New Jersey
$338K +$66.3K +1,755 +24%
MHC
517
Meyer Handelman Company
New York
$338K +$344K +9,100 New
BCM
518
Blenheim Capital Management
New Jersey
$335K +$340K +9,000 New
ASN
519
Advisory Services Network
Georgia
$332K +$336K +8,912 New
BRWA
520
B. Riley Wealth Advisors
Florida
$328K -$317K -8,402 -49%
BPC
521
Banque Pictet & Cie
Switzerland
$327K +$70.6K +1,869 +27%
TCB
522
Texas Capital Bancshares
Texas
$321K
FAAS
523
First Allied Advisory Services
California
$321K +$321K +8,493 New
BHIA
524
Birch Hill Investment Advisors
Massachusetts
$320K
HIM
525
Hermes Investment Management
United Kingdom
$320K