We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
576
Boston Financial Management
Massachusetts
$847K -$91.6K -1,908 -9%
NCM
577
Novare Capital Management
North Carolina
$826K – – –
AIM
578
Assured Investment Management
New York
$821K +$910K +18,951 New
AWM
579
Aevitas Wealth Management
Massachusetts
$819K +$27.9K +582 +3%
QI
580
QS Investors
New York
$812K -$3.05M -63,455 -77%
ZCM
581
Zebra Capital Management
Connecticut
$809K +$123K +2,566 +16%
PA
582
Profund Advisors
Maryland
$802K -$302K -6,301 -25%
JMPWA
583
JP Morgan Private Wealth Advisors
California
$798K -$8.55M -178,179 -91%
ZCA
584
Zeke Capital Advisors
Pennsylvania
$790K -$48.2K -1,004 -5%
WWM
585
Willingdon Wealth Management
North Carolina
$785K – – –
EHWM
586
Eads & Heald Wealth Management
Georgia
$785K +$59.3K +1,235 +7%
SS
587
Simplicity Solutions
Minnesota
$785K +$666K +13,869 +325%
PMG
588
ProVise Management Group
Florida
$781K -$1.24M -25,789 -59%
CRC
589
Curi RMB Capital
Illinois
$769K -$163K -3,395 -16%
MCM
590
Mitchell Capital Management
Kansas
$765K -$85.7K -1,786 -9%
TNB
591
Thomasville National Bank
Georgia
$760K +$34K +709 +4%
FI
592
FormulaFolio Investments
Michigan
$755K – – –
NICM
593
Neo Ivy Capital Management
New York
$753K +$834K +17,379 New
SYBT
594
Stock Yards Bank & Trust
Kentucky
$749K -$13.1K -273 -2%
3C
595
361 Capital
Colorado
$740K +$820K +17,085 New
RCAG
596
Rehmann Capital Advisory Group
Michigan
$738K -$255K -5,320 -24%
BS
597
Boenning & Scattergood
Pennsylvania
$729K -$23.8K -496 -3%
SSB
598
Sandy Spring Bank
Maryland
$725K +$13.4K +280 +2%
GCP
599
GSA Capital Partners
United Kingdom
$725K +$804K +16,745 New
VF
600
Virtu Financial
New York
$724K -$209K -4,344 -21%
22 23
24
25 26